Service Plans
Choose from service plans that best fits your business needs, whether you’re looking for straightforward bookkeeping, or a comprehensive solution that includes enhanced financial insights and tax reporting.
Bookkeeping and Accounting for Real Estate Investors and Professionals
$450 per month
Monthly
- Reconciliation of Banks, Credit Cards, & Loans
- Setup & Continued Customization of Chart of Accounts
- Budget Entry and Reporting
- Review of Accounts Receivables & Payables
- Project Inventory Entry & Reporting
- 1099 Vendor Tracking
- HubDocs Setup
- Melio Setup
- Greenbacks (Home Depot & Lowes) Setup
- Reporting Review with Accounting Client Manager
Weekly
- Settlement Statement/HUDs Entry
Annually
- Financial Statement Integrity Review for Tax Filing
Comprehensive
$750 per month
Monthly
- Reconciliation of Banks, Credit Cards, & Loans
- Setup & Continued Customization of Chart of Accounts
- Budget Entry and Reporting
- Review of Accounts Receivables & Payables
- Project Inventory Entry & Reporting
- 1099 Vendor Tracking
- HubDocs Setup
- Melio Setup
- Greenbacks (Home Depot & Lowes) Setup
- Reporting Review with Accounting Client Manager
Weekly
- Income/Expense Review
- Petty Cash & Inter-company Transfer Ledger
- HubDocs Portal Management
- Settlement Statement/HUDs Entry
- Vendor 1099 Process & Management - E-file Included
- Forecasting & Cash Flow Review
- Multi Company/Division Reporting
- Train Admin Staff to Support Process Flows
Annually
- Financial Statement Integrity Review for Tax Filing
- 1099-INT for Loan Payment Reporting
All services require a consistent feed of information and documentation. It is the client responsibility to provide this data for timely and accurate completion of services and reporting. Pricing is on a per company / per division basis and requires monthly auto-pay. Additional services are available at an additional cost.
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