Services

All of our plans include the following:

  • a summary of your financials by your new CFO
  • bank statement processing
  • card statement processing
  • income statement
  • balance sheet
  • detailed trail balance
  • complete files for your tax accountant

Bronze Package — $89

Up to 75 transactions each month, 1 credit card statement, 1 bank statement, complete files for your tax accountant.

Silver Package — $99

Up to 100 transactions each month, 1 credit card statement, 1 bank statement, complete files for your tax accountant.

Gold Package — $129

Up to 125 transactions each month, 1 credit card statement, 2 bank statements, complete files for your tax accountant.

Platinum Package — $159

Up to 125 transactions each month, 1 credit card statement, 2 bank statements, budget creation and analysis, complete files for your tax accountant.

Other Information

There is a one time set up fee of $100 for each plan. If you did not see a plan that fits your needs, feel free to ask about our add-on features such as:

  • 1099 forms
  • Budgets
  • Additional bank account reconciliations
  • Any other needs? Please contact us to discuss

How it works

It's as simple as 1, 2, 3:

  1. Log on to pay us using PayPal
  2. Scan/Email/Fax us your bank statement, business credit card statement & cash reciepts
  3. Receive your completed financial statements along with analysis statement within seven days.

See our Frequently Asked Questions for further details. Alternatively, you can send us a message.