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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

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