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HOW WE INVOICE

Invoices will be prepared each month with payment being due on the 1st of the month. We can set up automatic bill pay using Visa , MasterCard or Discover.

If your bookkeeping is outside the scope of the packages noted above, we can create a customize package specially for you. For more information or to request a quote please contact us!

Solopreneur Package

(for the new business owner or solopreneur):

  • Entry of up to 50 transactions
  • Reconciliation of up to 1 checking and 1 saving accounts
  • Reconciliation of 1 credit card account
  • Prepare monthly balance sheet and statement
FOR MORE DETAILS

Small Business Package

(for the new business owner or solopreneur):

  • Entry of up to 125 transactions
  • Reconciliation of up to 2 checking, 1 savings and 1 PayPal account
  • Reconciliation of up to 2 credit card accounts
  • Process vendor payments utilizing online banking
  • Client invoice creation
  • Prepare monthly client statements, if needed
  • Prepare monthly balance sheet, profit & loss and accountsreceivable reports
FOR MORE DETAILS

Deluxe Business Package

(for the new business owner or solopreneur):

  • Entry of up to 125 transactions
  • Reconciliation of up to 2 checking, 1 savings and 1 PayPal account
  • Reconciliation of up to 2 credit card accounts
  • Process vendor payments utilizing online banking
  • Client invoice creation
  • Prepare monthly client statements, if needed
  • Prepare monthly balance sheet, profit & loss and accounts receivable reports
FOR MORE DETAILS