plans

SCOPE:

• Quarterly review and categorization of transactions.

• Quarterly bank and credit card reconciliation.

• Quarterly loan payment tracking.

• Quarterly financial reports.

BEST FOR: Small businesses with minimal transactions and basic financial reporting.

SCOPE:

• Monthly review and categorization of transactions.

• Monthly bank and credit card reconciliation.

• Monthly loan payment tracking.

• Monthly financial reports.

• Monthly tracking of inventory purchases, sales, and stock levels.

BEST FOR: Small businesses with moderate transaction volume and standard financial reporting requirements.

SCOPE:

• Monthly review and categorization of transactions.

• Monthly bank and credit card reconciliation.

• Monthly loan payment tracking.

• Monthly financial reports.

• Monthly tracking of inventory purchases, sales, and stock levels.

• Detailed review financial data, including inventory trends and cost of goods sold.

• Custom financial reports tailored to your needs, including inventory valuation reports.

BEST FOR: Growing businesses with higher transaction volume, requiring more in-depth financial and inventory analysis and support.

SCOPE:

• Monthly review and categorization of transactions.

• Monthly bank and credit card reconciliation.

• Monthly loan payment tracking.

• Monthly financial reports.

• Monthly tracking of inventory purchases, sales, and stock levels.

• Detailed review of financial data, including inventory trends and cost of goods sold.

• Custom financial reports tailored to your needs, including inventory valuation reports.

• Assistance with inventory management system optimization and integration.

• Regular consultations to discuss financial and inventory performance.

BEST FOR: Businesses with complex financial and inventory operations, requiring comprehensive financial and inventory management services. Pricing within this tier is customized based on the specific needs and complexity of the client.