Example Monthly Bookkeeping Package

What's Included?

  • Accounting Software Subscription (QuickBooks Online)

  • Document Management Software Subscription (Hubdoc)

  • Up to 2 bank/credit card accounts

  • Recording, classifying and reconciling up to 75 bank transactions per month

  • QuickBooks Online Administration

  • Reconciling bank accounts monthly

  • Monthly preparation of financial statements

  • Budgeting/Benchmarking

  • Up to 1 hour of client consultation each month including review of financial statements