Bronze Package
• Reconciliation of 1 checking and 1 saving account
• Reconcile 1 credit card account
• Prepare monthly balance sheet
• Prepare monthly profit and loss statement
• Monthly updates and check-in calls
• Available to CPA/tax preparer at end of year
Silver Package
• Reconciliation of up to 2 checking accounts and 1 savings account
• Reconcile up to 2 credit card accounts
• Prepare and email monthly client statements
• Prepare monthly balance sheet
• Prepare monthly profit and loss statement
• Prepare A/R and A/P Reports
• Prepare sales tax reports
• Available to CPA/tax preparer at end of year
Gold Package
• Reconciliation of checking and savings accounts
• Reconciliation of credit card accounts
• Client invoices
• Prepare and email monthly client statements
• Process vendor payments
• Process payroll
• Prepare monthly balance sheet
• Prepare monthly profit and loss statement
• Prepare A/R and A/P reports
• Prepare sales tax reports
• Prepare payroll reports
• Available to CPA/tax preparer at end of year
Other packages to meet your needs available also.