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Platinum Daily Bookkeeping & Cash Flow Advisory
$2,995.00/Weekly, Monthly

DAILY BOOKKEEPING & CASH FLOW ADVISORY

- Daily response to messages in Liscio
- LIVE Remote Support 20 HRS can be scheduled each month
- Unlimited bank accounts
- Financial reports sent anytime
- Customized reporting & KPI’s (Key performance indicators)
- Accounts Payable Management with Weekly Plooto Bill Pay Scheduling for Approval
- Accounts Receivable Management
- HubDoc & QuickBooks included
- Additional add on software included
- QuickBooks synced to all add-on’s
- Chart of accounts clean up & updates
- Products & services list updates
- All vendor services provided
- All inventory services provided
- All customer services provided
- All employee & payroll services
- All sales taxes services data
- Cashflow Forecasting and modeling services provided weekly
- Monthly Reviews
- Quarterly Reviews
- Year-End Review and Financials for your CPA


This program does NOT include annual Income Tax Filing Services for 1040, 1065, or 1120 tax forms, but does include Payroll Tax return filings and potentially State Sales tax Filings depending on your situation***

Systems

On Time Set Up Fee
$3,000.00/Upfront

Bookkeeping

Bronze Custom Bookkeeping Monthly $630
$630.00/Monthly
Cash Flow Advisory Services
$1,495.00/Weekly, Monthly
Gold Weekly Bookkeeping
$995.00/Weekly, Monthly
Bronze Bookkeeping Monthly
$295.00/Monthly
Platinum Daily Bookkeeping & Cash Flow Advisory
$2,995.00/Weekly, Monthly
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All prices are exclusive of tax

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