Our Expedition Package provides high quality service for midsize businesses with 500k-10MM in annual revenue. This inclusive accounting package gives detailed attention to all accounting needs, while also allowing for a lower price point

QuickBooks Updates & Bookkeeping

• Update to QuickBooks Online Weekly
• Categorize Transactions Weekly
• Record Cash Deductions Monthly
• Reconcile Bank & Credit Card Accounts Monthly
• Reconcile Asset & Liabilities Accounts Month

Monthly Reporting Packages

• Profit and Loss Year to Previous Month Closed
• Profit and Loss Previous Month
• Balance Sheet as of Last Month
• Statement of Cash Flows Previous Month
• Accounts Receivable Aging Summary
• Accounts Payable Aging Summary
• Comparison to Previous Period by %
• Custom Reports per Agreement

Consulting Meetings

• Monthly Check-In Meetings

CPA-Prepared Tax Returns

• Business Tax Filing
• Personal Tax Filing

Customer Support

• Unlimited Email and Phone Support
• Full QuickBooks Online Support