Under CONSTRUCTION-please Call 210-473-1256 for Prices
Note: see below (a)(b)
Gross Income: Range
$0 - $50K--------$/mo.
$50K-$100K----$/mo.
$100K-$225K--$/mo.
$225K-$350K--$/mo.
$350K-$500K--$/mo.
Up to 150 Transactions (c)
On-boarding: 1-2 Weeks (d)
Basic Financial Statement Plan
Income Statement (P&L)
Balance Sheet
Statement of Cash Flow
Bank/Credit Card Reconciliation
Bank Reconciliation (1) (e)
Credit Card Reconciliation (1) (e)
Other Reporting
Loan Reconciliation
General Journal Entries
Month-End Closing
Payroll Journal Entries
Year-end tax ready financial statements
Monthly Support Service
Unlimited Email
A Video Session
Note: see below (a)(b)
Gross Income: Range
$500K-$550K--$/mo.
$550K-$600K--$/mo.
$600K-$650K--$/mo.
$650K-$700K--$/mo.
$700K-$750K--$/mo.
Up to 200 Transactions (c)
On-boarding: 1-2 Weeks (d)
Financial Reporting Plan
Income Statement (P&L)
Balance Sheet
Statement of Cash Flow
Trail Balance
Account Payable Report
Account Receivable Report
Graph-Income (1)
Graph-Expense (1)
Bank/Credit Card Reconciliation
Bank Reconciliation (2) (e)
Credit Card Reconciliation (2) (e)
Other Reporting
Record Customers Invoices (50)
Record Vendors Invoices (50)
Loan Reconciliation
General Journal Entries
Month-End Closing
Payroll Journal Entries
Year-end tax ready financial statements
Monthly Support Service
Unlimited Email
A Video Session/Call
Note: see below (a)(b)
Gross Income: Range
$750K-$800K--$/mo.
$800K-$850K--$/mo.
$850K-$900K--$/mo.
$900K-$950K--$/mo.
$950K-$1.0M--$/mo.
Up to 300 Transactions (c)
On-boarding: 3-4 Weeks (d)
Financial Reporting Plan
Income Statement (P&L)
Balance Sheet
Statement of Cash Flow
Trail Balance
General Ledger Maintenance
Account Payable Report
Account Receivable Report
Graphs (3)
Bank/Credit Card Reconciliation
Bank Reconciliation (3) (e)
Credit Card Reconciliation (3) (e)
Other Reporting
Record Customers Invoices (75
Record Vendors Invoices (75)
Aged A/R Report Analysis
Loan Reconciliation
General Journal Entries
Month-End Closing
Payroll Journal Entries
Year-end tax ready financial statements
Balance Sheet Reconciliation
Monthly Support Service
Unlimited Email
A Video Session/Call
In-Person Meeting (local)
Note: see below (a)(b)
Gross Income:
>$1.0MM+
Call for Custom Pricing
Up to 300+ Transactions (c)
On-boarding 3-4 Weeks (d)
Basic Financial Reporting Plan
Income Statement (P&L)
Balance Sheet
Statement of Cash Flow
Trail Balance
General Ledger Maintenance
Account Payable Report
Account Receivable Report
Graphs (6)
Bank/Credit Card Reconciliation Bank Reconciliation (6) (e)
Credit Card Reconciliation (6) (e)
Other Reporting
record Customers Invoices (125)
Record Vendors Invoices (125)
KPI's Services
Budgeting (d)
Aged A/R Report Analysis
Loan Reconciliation
General Journal Entries
Month-End Closing
Payroll Journal Entries
Year-end tax ready financial statements
Balance Sheet Reconciliation
Monthly Support Service
Unlimited Email
A Video Session/Call
In Person Meeting (local)