Onboard & Go and Cleanup & Go

Onboard & Go is for you if you'd like support with a one-time implementation.

Cleanup & Go is geared toward resolving known areas for improvement in your existing books, as a one-time project.

*Both options offer the opportunity to enroll in monthly support at the conclusion of the project.

Essentials - Core Bookkeeping

Essentials is for you if you're a small business owner just getting started.



Includes:

*Recording monthly transactions
*Monthly bank and credit card reconciliations
*Basic system-generated financials (Balance Sheet & Income Statement)
*Email support



Essentials provides peace of mind that all income and expenses are properly captured and categorized so you have clarity on what's coming in and going out.

Level-up - Advanced Bookkeeping

Level-up is for you if your business has grown in employee count and/or revenue.


Includes everything in Essentials, plus:
*Electronic AR & AP management
*Recording of payroll transactions
*Sales tax tracking and filing assistance
*Enhanced system-generated financial reporting for trend analysis
*Quarterly review calls

Level-up provides you with additional insight into how your business is performing and aligns with the increased complexities of your growing business.

Executive Bookkeeping

Executive is for you if you need detailed, complex, analysis by location or specialization, with an increased focus on cash flow to aid in decision-making.

Includes everything in
Level-up, plus:
*Budget vs Actual reporting
*Forecasting
*System-generated Cash Flow reporting
*Development accounting - job cost vs project budget (if applicable)
*Income and expenses identified by segment
*Monthly review calls

Executive provides you with all the tools you'll need to clearly see where you've been, where you are, and where you need to be to reach your goals.