Compare Packages

 

 
  • Accounting data entry
  • Reconciling all banks, credit cards and loans
  • Setup and modify chart of accounts for management needs
  • Accrual Basis Reports for Management
  • Forecasting, Budgets and Strategic Planning
  • Job costing
  • Fixed Assets Depreciation
  • Monthly Review of Accounts Receivable
  • Monthly Review of Accounts Payable
  • Tax Compliance Package
  • Entry of non-bank ledgers
  • Process and Manage Payroll
  • Custom Reporting Dashboard
  • Tax Planning
  • Document Portal
  • Service Delivery Options
  • Designated as 3rd Party Contact or Accounting Representative
  • Terms
  • Bookkeeping Team Access Level
  • CPA Access Level
  • Completion/Delivery Date
  • Response Time
  • Special Projects/Out of Support Requests
  • IRS or State Audit Support/Representation
  • Document Digitization and Archival
  • Guarantee & Cancellation Policy
  • Options and Add-ons
  • Quarterly Business Review
  • Profit First Accounting
  • Cash Flow Planning
Keep it Current

Construction
Bookkeeper

  • Accounting data entryCash basis (after-the-fact)
  • Reconciling all banks, credit cards and loans✓
  • Setup and modify chart of accounts for management needs✓
  • Accrual Basis Reports for Management-
  • Forecasting, Budgets and Strategic Planning-
  • Job costingBasic only*
  • Fixed Assets DepreciationAnnual
  • Monthly Review of Accounts ReceivableAnnual Adj (if necessary)
  • Monthly Review of Accounts PayableAnnual Adj (if necessary)
  • Tax Compliance Package-
  • Entry of non-bank ledgersMonthly, as necessary
  • Process and Manage PayrollOptional - fee applies
  • Custom Reporting Dashboard-
  • Tax Planning✓
  • Document Portal✓
  • Service Delivery Options 
  • Designated as 3rd Party Contact or Accounting RepresentativeNot available
  • TermsACH Weekly
  • Bookkeeping Team Access LevelUnlimited
  • CPA Access Level3 hours/month
  • Completion/Delivery DateEnd of the following month
  • Response Time48 hours
  • Special Projects/Out of Support RequestsHourly Rate
  • IRS or State Audit Support/RepresentationHourly Rate
  • Document Digitization and Archival7 year archival during Active Engagement USB with up to 7 years of data files upon disengagement (Optional)
  • Guarantee & Cancellation Policy60 day notice
  • Options and Add-ons 
  • Quarterly Business ReviewAdd-On
  • Profit First AccountingAdd-On
  • Cash Flow Planning-
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Books in real time

Construction
Back Office

  • Accounting data entryAccrual basis (up-to-date)
  • Reconciling all banks, credit cards and loans✓
  • Setup and modify chart of accounts for management needs✓
  • Accrual Basis Reports for Management✓
  • Forecasting, Budgets and Strategic Planning-
  • Job costingDetailed Phase/Cost Coding
  • Fixed Assets DepreciationMonthly
  • Monthly Review of Accounts Receivable✓
  • Monthly Review of Accounts Payable✓
  • Tax Compliance Package✓
  • Entry of non-bank ledgers✓
  • Process and Manage Payroll✓
  • Custom Reporting DashboardOptional - fee applies
  • Tax Planning✓
  • Document Portal✓
  • Service Delivery Options 
  • Designated as 3rd Party Contact or Accounting RepresentativeNot available
  • TermsACH Weekly
  • Bookkeeping Team Access LevelUnlimited
  • CPA Access LevelUnlimited
  • Completion/Delivery Date20th of the following month
  • Response Time24 hours
  • Special Projects/Out of Support RequestsHourly Rate
  • IRS or State Audit Support/Representation10 hours per year included, then Hourly Rate - travel cost excluded
  • Document Digitization and ArchivalAll documents received immediately digitized (except receipts). Unlimited cloud access to all documents during Engagement. USB drive with up to 7 years of data files given upon disengagement for $50 fee (optional).
  • Guarantee & Cancellation PolicySatisfaction guaranteed. Cancellation can be done at any time, requires 30 day notice.
  • Options and Add-ons 
  • Quarterly Business ReviewAdd-on
  • Profit First AccountingAdd-On
  • Cash Flow PlanningAdd-on
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Control the Ship

Construction
CFO

  • Accounting data entryAccrual basis (real-time)
  • Reconciling all banks, credit cards and loans✓
  • Setup and modify chart of accounts for management needs✓
  • Accrual Basis Reports for Management✓
  • Forecasting, Budgets and Strategic Planning✓
  • Job costingDetailed Phase/Cost Coding
  • Fixed Assets DepreciationMonthly
  • Monthly Review of Accounts Receivable✓
  • Monthly Review of Accounts Payable✓
  • Tax Compliance Package✓
  • Entry of non-bank ledgers✓
  • Process and Manage Payroll✓
  • Custom Reporting Dashboard✓
  • Tax Planning✓
  • Document Portal✓
  • Service Delivery Options 
  • Designated as 3rd Party Contact or Accounting RepresentativeAvailable to discuss accounting/tax topics with 3rd party institutions inquiring about accounting/tax-related issues
  • TermsACH Weekly
  • Bookkeeping Team Access LevelUnlimited
  • CPA Access LevelUnlimited
  • Completion/Delivery Date10th of the following month/sooner if possible
  • Response Time8 hours
  • Special Projects/Out of Support RequestsUp to 12 hours/year included, then Hourly Rate
  • IRS or State Audit Support/Representation100 hours per year included, then Hourly Rate - travel cost excluded
  • Document Digitization and ArchivalAll documents received immediately digitized. Unlimited cloud access to all documents during Engagement. USB drive with up to 7 years of data files given upon disengagement (no fee).
  • Guarantee & Cancellation PolicySatisfaction guaranteed - no questions asked. Cancellation can be done at any time, requires 10 day notice.
  • Options and Add-ons 
  • Quarterly Business ReviewIncluded
  • Profit First AccountingIncluded
  • Cash Flow PlanningIncluded
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