Compare Packages

 

 
  • Accounting data entry
  • Reconciling all banks, credit cards and loans
  • Setup and modify chart of accounts for management needs
  • Accrual Basis Reports for Management
  • Forecasting, Budgets and Strategic Planning
  • Job costing
  • Fixed Assets Depreciation
  • Monthly Review of Accounts Receivable
  • Monthly Review of Accounts Payable
  • Tax Compliance Package
  • Entry of non-bank ledgers
  • Process and Manage Payroll
  • Custom Reporting Dashboard
  • Tax Planning
  • Document Portal
  • Service Delivery Options
  • Designated as 3rd Party Contact or Accounting Representative
  • Terms
  • Bookkeeping Team Access Level
  • CPA Access Level
  • Completion/Delivery Date
  • Response Time
  • Special Projects/Out of Support Requests
  • IRS or State Audit Support/Representation
  • Document Digitization and Archival
  • Guarantee & Cancellation Policy
  • Options and Add-ons
  • Quarterly Business Review
  • Profit First Accounting
  • Cash Flow Planning
Keep it Current

Construction
Bookkeeper

  • Accounting data entry Cash basis (after-the-fact)
  • Reconciling all banks, credit cards and loans ✓
  • Setup and modify chart of accounts for management needs ✓
  • Accrual Basis Reports for Management -
  • Forecasting, Budgets and Strategic Planning -
  • Job costing Basic only*
  • Fixed Assets Depreciation Annual
  • Monthly Review of Accounts Receivable Annual Adj (if necessary)
  • Monthly Review of Accounts Payable Annual Adj (if necessary)
  • Tax Compliance Package -
  • Entry of non-bank ledgers Monthly, as necessary
  • Process and Manage Payroll Optional - fee applies
  • Custom Reporting Dashboard -
  • Tax Planning ✓
  • Document Portal ✓
  • Service Delivery Options  
  • Designated as 3rd Party Contact or Accounting Representative Not available
  • Terms ACH Weekly
  • Bookkeeping Team Access Level Unlimited
  • CPA Access Level 3 hours/month
  • Completion/Delivery Date End of the following month
  • Response Time 48 hours
  • Special Projects/Out of Support Requests $250/hour
  • IRS or State Audit Support/Representation $250/hour
  • Document Digitization and Archival 7 year archival during Active Engagement USB with up to 7 years of data files upon disengagement (Optional)
  • Guarantee & Cancellation Policy 60 day notice
  • Options and Add-ons  
  • Quarterly Business Review Add-On
  • Profit First Accounting Add-On
  • Cash Flow Planning -
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Books in real time

Construction
Back Office

  • Accounting data entry Accrual basis (up-to-date)
  • Reconciling all banks, credit cards and loans ✓
  • Setup and modify chart of accounts for management needs ✓
  • Accrual Basis Reports for Management ✓
  • Forecasting, Budgets and Strategic Planning -
  • Job costing Detailed Phase/Cost Coding
  • Fixed Assets Depreciation Monthly
  • Monthly Review of Accounts Receivable ✓
  • Monthly Review of Accounts Payable ✓
  • Tax Compliance Package ✓
  • Entry of non-bank ledgers ✓
  • Process and Manage Payroll ✓
  • Custom Reporting Dashboard Optional - fee applies
  • Tax Planning ✓
  • Document Portal ✓
  • Service Delivery Options  
  • Designated as 3rd Party Contact or Accounting Representative Not available
  • Terms ACH Weekly
  • Bookkeeping Team Access Level Unlimited
  • CPA Access Level Unlimited
  • Completion/Delivery Date 20th of the following month
  • Response Time 24 hours
  • Special Projects/Out of Support Requests $175/hour
  • IRS or State Audit Support/Representation 10 hours per year included, then $175/hour - travel cost excluded
  • Document Digitization and Archival All documents received immediately digitized (except receipts). Unlimited cloud access to all documents during Engagement. USB drive with up to 7 years of data files given upon disengagement for $50 fee (optional).
  • Guarantee & Cancellation Policy Satisfaction guaranteed. Cancellation can be done at any time, requires 30 day notice.
  • Options and Add-ons  
  • Quarterly Business Review Add-on
  • Profit First Accounting Add-On
  • Cash Flow Planning Add-on
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Control the Ship

Construction
CFO

$9
  • Accounting data entry Accrual basis (real-time)
  • Reconciling all banks, credit cards and loans ✓
  • Setup and modify chart of accounts for management needs ✓
  • Accrual Basis Reports for Management ✓
  • Forecasting, Budgets and Strategic Planning ✓
  • Job costing Detailed Phase/Cost Coding
  • Fixed Assets Depreciation Monthly
  • Monthly Review of Accounts Receivable ✓
  • Monthly Review of Accounts Payable ✓
  • Tax Compliance Package ✓
  • Entry of non-bank ledgers ✓
  • Process and Manage Payroll ✓
  • Custom Reporting Dashboard ✓
  • Tax Planning ✓
  • Document Portal ✓
  • Service Delivery Options  
  • Designated as 3rd Party Contact or Accounting Representative Available to discuss accounting/tax topics with 3rd party institutions inquiring about accounting/tax-related issues
  • Terms ACH Weekly
  • Bookkeeping Team Access Level Unlimited
  • CPA Access Level Unlimited
  • Completion/Delivery Date 10th of the following month/sooner if possible
  • Response Time 8 hours
  • Special Projects/Out of Support Requests Up to 12 hours/year included, then $150/hour
  • IRS or State Audit Support/Representation 100 hours per year included, then $175/hour - travel cost excluded
  • Document Digitization and Archival All documents received immediately digitized. Unlimited cloud access to all documents during Engagement. USB drive with up to 7 years of data files given upon disengagement (no fee).
  • Guarantee & Cancellation Policy Satisfaction guaranteed - no questions asked. Cancellation can be done at any time, requires 10 day notice.
  • Options and Add-ons  
  • Quarterly Business Review Included
  • Profit First Accounting Included
  • Cash Flow Planning Included
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