Pricing & Plans
Full-Service Plan
Full-Service Accounting Plan features:
QuickBooks Online, QuickBooks Desktop, or Xero based on your business needs. Unlimited bank, credit, or loan accounts.
We manage transactions weekly and reconciliations monthly to your statements
Unlimited Chat access to everyone on our team with the ability toschedule tasks and ask questions 24/7
Same-day phone access for help during regular business hours
Weekly Success check including:
Review/Enter Invoices, Items, Payments & Bank Deposits for accuracy
Revenue adjustments
Review the Chart of Accounts for Changes & Clarity
Ensure Transactions are always current
Weekly Accounting Tasks:
Pull bank feeds from all bank, credit card, loan sources where possible
Categorize transactions, send suspense reports, add adjustments
Reconcile bank, credit card, and loan accounts
Monthly Success check including:
Draft & Review Sales Report
Assess Tax Liability Report for WA Excise Tax
File & Pay WA Excise Tax – monthly if a monthly filer, quarterly if a quarterly filer, annually if an annual filer
YTD Performance Metrics with comments/recommendations posted toyour Shared Drive
Focus on your business indicators to watch and plan changes
Labor Cost Metrics
Materials & Supplies Costs
Subcontractors & documentation
Operating Expenses
Budgeting Forecast
Quarterly Accounting Tasks (In Person or Online)
General Ledger review & comment
Update on processes to change and changes in your business
Review potential major purchases or asset dispositions
Review any tax and licensing notices or upcoming dates, apprise of changes before renewing
Review of YTD Performance Metrics for progress