CLIENT ACCOUNTING SERVICES PACKAGES |
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BYOB |
Accountant |
Manager |
Controller |
Post transactions |
Client |
Firm |
Firm |
Firm |
Reconcile bank and credit card accounts |
Client |
Annual |
Quarterly |
Monthly |
Management-Use Financial Reports |
Client |
n/a |
Quarterly |
Monthly |
Scheduled meetings-conference calls |
Quarterly |
Annual |
Semi-annual |
Quarterly |
Online Support via support desk |
Email |
Email Only |
48 hour callback |
24 hour callback |
Xero Accounting Software |
Included |
Included |
Included |
Included |
Maximum number of bank or credit card accounts * |
N/A |
Up to 2 |
3-5 |
5+ |
Onboarding/training sessions |
3 |
n/a |
1 |
2 |
Review of client bookkeeping |
Monthly |
n/a |
n/a |
n/a |
Year end closing of the books |
x |
x |
x |
x |
MINIMUM MONTHLY INVESTMENT |
299 |
749 |
1,249 |
1,995 |
?Onboarding Fee? |
n/a |
1500 |
1500 |
1500 |
Accounts Receivable (Invoicing) |
DIY |
A La Carte |
REQUIRED |
REQUIRED |
Accounts Payable (Pay bills) |
DIY |
A La Carte |
REQUIRED |
REQUIRED |