Starter$300per monthGreat for Small Start-Ups!*Plus one-time fee of $250.00 for new software setup (if needed). Entry and categorization of income & expenses into accounting software Up to 100 total transactions per month* Bank account/credit card/loan reconciliation (up to 4 accounts total)** Monthly financial statements Services provided monthly Client pays any accounting software subscription fees |
Basic$500per monthGreat for Small Businesses!*Plus one-time fee of $250.00 for new software setup (if needed). Entry and categorization of income & expenses into accounting software Up to 250 total transactions per month* Bank account/credit card/loan reconciliation (up to 6 accounts total)** Wisconsin sales tax filing Fixed asset tracking Monthly financial statements Month-end adjusting entries & closing Year end preparation for tax filing (package provided to tax preparer) Client pays any accounting software subscription fees |
Plus$750per monthGreat for Growing Businesses!*Plus one-time fee of $250.00 for new software setup (if needed). Entry and categorization of income & expenses into accounting software Up to 500 total transactions per month* Bank account/credit card/loan reconciliation (up to 10 accounts total)** Wisconsin sales tax filing Fixed asset tracking Monthly financial statements Month-end adjusting entries & closing Quarterly review with tax preparer for tax planning Inventory tracking Year end preparation for tax filing (package provided to tax preparer) Client pays any accounting software subscription fees |