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Solutions

Investment in automation can shave hours off your team’s workload. This allows your team to work on more valuable tasks that help move the needle rather than mundane tasks that keep you in the dark ages.

– Are you still cutting checks by hand?

– Are you creating financials manually?

– Do your platforms sync?

 

If you answered yes to any of these we have a solution available for you below.

bronze

Bronze Package

1-3 Accounts maintained including checking, savings, credit card accounts

Up to 300 transactions per month included

All accounting completed by the 5th business day of the following month

Financial Package sent by the 7th business day of the following month

silver

Silver Package

4-7 Accounts maintained including checking, savings, credit card accounts

Up to 750 transactions per month included

All accounting completed by the 5th business day of the following month

Financial Package sent by the 7th business day of the following month

Quarterly consultation

gold

Gold Package

7-10 Accounts maintained including checking, savings, credit card accounts

Up to 1,500 transactions per month included

All accounting completed by the 5th business day of the following month

Financial Package sent by the 7th business day of the following month

Monthly consultation

platinum

Platinum Package

Clean up of accounting, including chart of accounts, prior period activities and categories of transactions

Streamline systems and process. Create simple and scalable accounting processes

Catch up of old accounting and bringing data and financials up to par

Complete reporting financial package