Advisory Services – General Advisory

To assist you as advisors and consultants in business and taxation strategic planning.

This includes: Prepayments/accruals, Assets registration, Tax advice, Financial and key KPIs advise, Accounting software advice, Bookkeeping advice, Follow-up meetings, Email and telephone support

$1,500.00

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Comparison of Bookkeeping Packages

  • Basic
  • Essential
  • Premium
  • Enterprise

  • $200/mo

  • $595/mo

  • $750/mo

  • $1,500/mo

  • Services

  • Dedicated Accountant

  • Yes

  • Yes

  • Yes

  • Yes

  • Monthly bookkeeping

  • No

  • Yes

  • Yes

  • Yes

  • Client Portal

  • Yes

  • Yes

  • Yes

  • Yes

  • Unlimited communication

  • Yes

  • Yes

  • Yes

  • Yes

  • Accrual Accounting

  • No

  • Yes

  • Yes

  • Yes

  • Bill Pay (Accounts Payable)

  • No

  • No

  • Yes

  • Yes

  • Chart of Accounts

  • Yes

  • Yes

  • Yes

  • Yes

  • Expense Tracking

  • Yes

  • Yes

  • Yes

  • Yes

  • Bank & Credit Card Reconciliations

  • Yes

  • Yes

  • Yes

  • Yes

  • Revenue Accounting

  • No

  • No

  • Yes

  • Yes

  • Sending Invoices to Your Customers

  • No

  • No

  • Yes

  • Yes

  • Inventory Management

  • No

  • Yes

  • Yes

  • Yes

  • Monthly Financial reports

  • Yes

  • Yes

  • Yes

  • Yes

  • Custom Reports

  • No

  • No

  • Yes

  • Yes

  • Budgeting + Cash Management

  • No

  • No

  • Yes

  • Yes

  • Projections and Forecasts

  • No

  • No

  • No

  • Yes

  • Profit, Cost, and Margin Analysis

  • No

  • No

  • No

  • Yes

    • Privacy Assurance

    Your data privacy is
    our top priority

    Rest assured with our stringent security measures prioritizing your data.

    • Encrypted transmission
    • Dedicated support
    • Secure payments
    • Security audits
    How it works

    Easy process to find your ideal plan

    Streamlined steps to navigate and discover your perfect bookkeeping plan effortlessly.

    Pick a plan

    Go through the summaries for each of your options, taking note of which ones check the boxes of your needs. Select the one that best fits your needs by clicking on the “Add to cart” button.

    STEP 1

    Make a Payment

    After selecting a plan, you will be taken to a secure checkout page. Once the payment process is completed, an email will be sent to you in order to set up an account

    STEP 2

    Complete a Short Form

    After payment, you will be redirected to a short form in order to collect essential information needed to set up the bookkeeping service on QuickBooks. We also support other accounting software

    STEP 3

    Stress-Free Bookkeeping Awaits

    managing your finances is as easy as pie. Let us handle the numbers while you focus on what you do best – running your business.

    Super Fast Onboarding

    Our streamlined process ensures you’re up and running in no time, so you can focus on what really matters