Description

Essentials Package

• Services Included:

  • QBO Setup & Basic Customization
  • Monthly Bank Reconciliation (Up to 2 accounts)
  • Profit & Loss & Balance Sheet Reports
  • Quarterly Check-In & Advisory Call
  • Tax Preparation via ProConnect (1 Business + 1 Personal)
  • Secure Document Storage in ProConnect

• Typical Monthly Rate: $500 – $800