OPERATIONAL ACCOUNTING - what is it?
it helps you
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achieve your goals
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grow profitably
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understand where you are spending your cash
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look forward and plan for a successful future
Accounting Essentials
$195
Starting From Every Month
Perfect for the startup planning to grow. They know you need a bit of extra help with planning growth and making sure they know where they are at in their business
What you get:
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Onboarding review
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Account manager
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Access to our secure portal
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Semi-annual review of your financial statements
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Email support
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Limited access to our 'Ask a bookkeeper' service
Accounting Plus
$295
Starting From Every Month
Perfect for the small business owner who has a handle on their overall business, they are still doing their own books but need someone at a more executive level to help them plan their growth and bounce ideas off of
What you get:
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Onboarding review
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Account manager
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Access to our secure portal
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Quarterly review of your financial statements
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Email support
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Full access to our 'Ask a Bookkeeper' service
PLUS
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Limited access to our 'Accountant on call' service
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Preparation of year end financial statements
Accounting Premium
$995
Starting From Every Month
Perfect for the busy business owner. They have staff, they have someone who is doing their books but need help with getting to the next step in their business.
What you get:
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Onboarding review
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Dedicated account manager
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Access to our secure portal
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Monthly review of your financial statements
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Email support
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Full access to our ask a Bookkeeper service
PLUS
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Full access to our Accountant on Call service
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Preparation of year end financial statements
PREMIUM EXTRAS
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Provide adjusting entries to bookkeeper
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Review financial statements against goals
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Forecasting
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Budgeting
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Budget to Actual review (quarterly)