BOOKKEEPING PACKAGES

Administrative Support Icon

Starter 

Perfect for New Business Owners

  • Monthly account reconciliation

  • Monthly transaction limit: 100

  • Bank and credit card accounts: 3

Standard

Perfect for New Business Owners

  • Weekly account reconciliation

  • Unlimited transactions

  • Unlimited bank and credit card accounts

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Premium

For businesses who need something extra

  • Weekly account reconciliation

  • Unlimited transactions

  • Unlimited bank and credit card account

  • Invoicing and receivables management

  • Bill pay and payables management

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Side Business

Manage your side hustle in peace

  • Quarterly account reconciliation

  • Software subscription not included

  • Monthly transaction limit: 25

  • Bank and credit card account: 2

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Invoicing & Receivables

Simple and Efficient Invoicing

  • Online invoicing 

  • Get paid faster with electronic payments

  • Recurring invoice reminders to prevent over due invoices

  • We take care of invoice creation and delivery

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Bill Pay & Accounts Payable

Hassle-free Bill Payments

  • Paperless payables 

  • Custom bill payment process

  • Add bills quickly 

  • Check writing

  • Synchronization with accounting system

  • Improved bill documentation

 

Monthly Plans

Our bookkeeping packages allow you to choose the type of service that is right for you and your business and we can then tailor it to meet your needs. We offer a free no obligation quotation to any business wanting to explore the cost of getting help with managing the finances in their business. Our bookkeeping quotations are based on the volume of transactions and the complexity of your business.

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Compliance

basic reporting to support business development and remain compliant

  • Posting of purchase invoices, expenses and cash transactions

  • Posting of basic sales information

  • Posting of bank transactions

  • Bank, credit card & PDQ reconciliations

  • Payroll (and other) journals

  • Financial report pack

  • Year-end checks and pack for Accountant

  • Unlimited email and telephone support

$350-$600

per annum

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Pro-Active

support with planning, cash flow forecasting, and budgeting

  • Posting of purchase invoices, expenses and cash transactions

  • Posting of basic sales information

  • Posting of bank transactions

  • Bank, credit card & PDQ reconciliations

  • Payroll (and other) journals

  • Financial report pack

  • Year end checks and pack for Accountant

  • Unlimited email and telephone support

  • Annual budget setting

  • Monthly cash flow

  • Monthly review meeting

$650-$2,500

per annum

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Virtual Finance

fully outsourced solution with proper management of all financial elements 

  • Posting of purchase invoices, expenses and cash transactions

  • Posting of basic sales information

  • Posting of bank transactions

  • Bank, credit card & PDQ reconciliations

  • Payroll (and other) journals

  • Financial report pack

  • Year end checks and pack for Accountant

  • Unlimited email and telephone support

  • Annual budget setting

  • Monthly cash flow

  • Monthly review meeting

  • Supplier payments

  • Credit control

  • Accounts queries

  • Payroll

  • Other financial administration

TBD