BOOKKEEPING PLANS

 Ideal for early-stage businesses, entrepreneurs, and growing companies with simple operations.

Starting a business requires your full dedication and expertise. That’s why having clear, accurate, and timely financial information is essential to make informed decisions.

This plan is designed for companies with an average monthly revenue of $0 to $12,500 (up to $150,000 annually) and includes:

• Recording and organizing accounting transactions. 
• Monthly bank reconciliations. 
• Periodic financial reports. 
• Estimated tax calculations. 
• Digital filing of accounting documents. 
• Ongoing support from your accountant. 
• QuickBooks Journal, professional accounting software.
   

 Ideal for expanding businesses and established entrepreneurs seeking more comprehensive and strategic accounting management.

As your business grows, efficient management and expert support become essential to optimize your time, safeguard your resources, and sustain growth. This plan combines organized accounting with ongoing advisory services to help you achieve your financial goals, maximize savings, and make informed decisions.

This plan is designed for companies with an average monthly revenue of $12,500 to $67,000 (up to $800,000 annually) and includes:

• Recording and organizing accounting transactions. 
• Monthly bank reconciliations. 
• Monthly financial statements. 
• Semi-annual strategic financial analysis and planning. 
• Estimated tax calculations. 
• Digital filing of accounting documents. 
• Ongoing support from your accountant. 
• Customized setup with your accountant. 
• Access to QuickBooks Online included.

 Ideal for well-established, high-volume businesses that require comprehensive financial control and ongoing strategic planning.

As your business matures, decision-making and responsibilities become more complex. To face these challenges effectively, you need clear, accurate, and timely financial information to optimize tax planning and overall business strategy.

This plan is designed for companies with an average monthly revenue of $67,000 to $90,000 (up to $1,080,000 annually) and includes:

• Recording and organizing accounting transactions. 
• Monthly bank reconciliations (unlimited accounts). 
• Monthly financial statements. 
• Quarterly strategic financial analysis and planning. 
• Estimated tax calculations. 
• Digital filing of accounting documents. 
• Priority support from your accountant (response within 12 hours). 
• Annual closing for tax preparation. 
• Customized reports. 
• Personalized setup and monthly strategy review. 
• Access to QuickBooks Online included.

 Ideal for high-volume businesses that require strategic and personalized financial management.

Our “Personalized Strategy” plan is designed for organizations with annual revenues exceeding $1,000,000, operating in a more complex tax environment and therefore more exposed to audits. We understand that as a business grows, financial management becomes increasingly critical and requires a deeper, strategic approach.

This plan is designed for companies with an average monthly revenue of $90,000 or more and includes everything from the Advanced Corporate Plan, plus:

• Comprehensive management of accounts receivable and accounts payable. 
• Financial reports and strategic analysis tailored to the specific needs of the business. 
• Accounting setup and monitoring adapted to internal processes. 
• Ongoing support and advisory services for advanced tax planning and corporate strategy.