Monthly Packages

We offer customizable monthly service packages to ensure your books are working for you .

Bookkeeping







Deliverables:
WEEKLY:
• Bank feed transaction entry

MONTHLY:
• Reconciliation of Bank Accounts/ Credit Cards 
• Preparation of Reports (Profit & Loss, A/R, Advanced Client Cost Report, Balance Sheet)
• 3-Way Reconciliation of IOLTA/Trust Account

• Prepare Settlement Statement Disbursements (Add-On Service)
• Prepare Advanced Case Costs/Vendor Checks (Add-On Service)
• Prepare DRAFT Client Invoices MONTHLY (Add-On Service)


Bookkeeping + Advisory

Most Popular Package


Deliverables:
• Includes everything from the Bookkeeping Package
+
MONTHLY: 
• Profit and Cash Flow Targets 
• Budget vs. Variance 
• Custom Dashboard 
• Financial Review Meetings to cover KPIs 







Advisory 



BYOBookkeeper


Deliverables:
MONTHLY:
• Profit and Cash Flow Targets
• Budget vs. Variance
• Scoreboard 
• Action Plan 
• Custom Dashboard 

ANNUAL:
• Business Assessment









    

Add-on Services

Add-On Services include the following:

• Catch Up / Clean Up of QuickBooks Online
• Preparation of Settlement Statement Disbursements & Advanced Case Costs/Vendor Checks
• Prepare Monthly DRAFT Client Invoices
• Filing of Form 1099’s
• Upload of employee timesheets into 3rd party Payroll provider platform

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