Packages

Find a Package that suits your needs

Packages

Our packages are comprehensive and tailored to meet the needs of different orgasnizations, depending on their scale.
Choose a package and get in touch to learn more about our pricing.

Basic

Everything you need to start a new business.

Accounts Payable Processing

Accounts Receivable Processing

Monthly Bank and Credit Card Reconciliation

Monthly Financial Reporting

Essential

Everything in the Basic package and more


Monthly Financial Reporting

Monthly Call(s) with Company Representative

Quarterly Budget vs Actual Reporting

Annual Budget Forecasting/Preparation

Premium

Everything in the Premium package and more

Monthly Cash Forecasting

Quarterly Account Reconciliation

Quarterly Donor Acknowledgement Reporting

Vendor maintenance and annual 1099 – Reporting

Plus

These ancillary services may be contracted individually or as a group with any of the packages shown above.

  • Chart of Accounts Setup in Cloud Based Accounting System
  • Accounting Clean Up
  • Vendor maintenance and annual 1099 – Reporting
  • Year End Donor Acknowledgement Reporting
  • Audit Preparation Schedules
  • 990 Preparation Schedules

We’d like to get to know a little about you before we start working with you. The above links take you to our initial vetting form. Fill out and submit the form to get the ball rolling.