Basic
$350per month
- Monthly Reconciliation with QBO & Ivy
- 2 Accounts (Up To 100 Transactions)
- Quarterly Financials
- Monthly A/R Report
Essentials
$475per month
- Monthly Reconciliation with QBO & Ivy
- 2 Accounts (Up To 100 Transactions)
- Quarterly Financials
- Monthly A/R Report
- Corrections/Support (3 PO postings per month)
- Booking Returns (3 per month)
- Booking Tax Paid Purchases (3 per month)
- Monthly Open PO Reports
Elite
$675per month
- Monthly Reconciliation with QBO & Ivy
- 2 Accounts (Up To 100 Transactions)
- Quarterly Financials
- Monthly A/R Report
- Corrections/Support (5 PO postings per month)
- Booking Returns (3 per month)
- Booking Tax Paid Purchases (3 per month)
- Monthly Open PO Reports
- 1099 Filings (5 contractors)
- Quarterly or Annual Sales Tax Filing(California)and/or Sales Tax Liability Reports
- Quarterly calls to review your financials with your dedicated bookkeeper
Elevated
$875per month
- Monthly Reconciliation with QBO & Ivy
- 2 Accounts (Up To 100 Transactions)
- Quarterly Financials
- Monthly A/R Report
- Corrections/Support (5 PO postings per month)
- Booking Returns (3 per month)
- Booking Tax Paid Purchases (3 per month)
- Monthly Open PO Reports
- 1099 Filings (5 contractors)
- Quarterly or Annual Sales Tax Filing (California)and/or Sales Tax Liability Reports
- Quarterly calls to review your financials with your dedicated bookkeeper
- Inventory adjustments (up to 3 per month)
- Monthly client service billing (3-6 clients per month)