Bookkeeping - Advanced Setup

$1.00

Bookkeeping - Basic Setup

$1.00

Bookkeeping - Standard Setup

$1.00

Essential Bookkeeping

$1.00

Essential Bookkeeping Quarterly

$1.00

Premium Bookkeeping

$1.00

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Access our Purchase Guide here

Virtual Assistant

Social Media

Bookkeeping

VIRTUAL ASSISTANT
Enhance productivity with highly skilled experts BILLING PREFERENCE MONTHLY QUARTERLY Save 10% with quarterly plans
BUSINESS $2,400/mo Save $720 Purchase	Premium $1,200/mo Save $360 Purchase
Approx. 160 Hours per month	Approx. 80 Hours per month
Virtual Assistants are dedicated to a client before the campaign period. Service packages allocated for a campaign period must be utilized within that period. Unutilized service within the designated campaign period cannot be carried over, accumulated, or applied to future campaign periods.

Reach your target audience with professionally designed pages. Select a Setup package to get started.	FACEBOOK BUSINESS PAGE $60 Purchase	INSTAGRAM BUSINESS PAGE $60 Purchase	LINKEDIN BUSINESS PAGE $60 Purchase
Account Creation & Basic Setup	Create the business page Verify email & phone no. Set up page roles	Create or convert to a business account Verify email & phone no.	Create the company page Verify email Add admin access
Profile Optimization	Write an optimized bio Upload profile & cover photo Customize page username & URL	Write a bio with keywords & CTA Upload profile picture Add website & contact buttons	Optimize company bio Upload profile picture & banner image Add company details
Content & Settings Configuration	Add action buttons Adjust privacy & security settings Pin an introductory post Connect to Instagram	Link to Facebook page Set up highlights Adjust privacy & security settings	Set up featured posts Adjust visibility & security settings Add hashtags for discoverability
Browse our Account Management packages for full social media support.

Level up your content and engagement. Choose a package to get started. BILLING PREFERENCE Monthly Quarterly Save 10% with quarterly plans	Brand Builder $2,400/mo 13 Flat Posts/GIF/Video/Email Facebook, Instagram, LinkedIn Email Marketing Purchase	Brand Accelerator $3,600/mo 26 Flat Posts/GIF/Video/Email Facebook, Instagram, LinkedIn Email Marketing Purchase
Content Creation and Management Design custom posts (static, carousel, branded graphics) Write engaging copy with hashtags Curate & repurpose industry related content
Content Strategy and PlanningContent Calendar Creation & Updates Define post themes (brand awareness, engagement, promotions) Schedule & optimize posts
Account Management and Optimization Ensure consistency in brand elements Update images, banners, and company info Review platform settings
Community Engagement and Growth Respond to DMs & comments Engage with followers & relevant accounts Initiate and respond to discussions
Hashtag and Keyword Research Find trending and niche hashtags Optimize posts for discoverability Keyword integration for LinkedIn & SEO
Analytics and Reporting Review post performance metrics Analyze audience behavior & engagement Create reports and suggest improvements
Strategy Calls and CoordinationAssign roles and responsibilities (content creation, scheduling, engagement, and reporting) Review and approve all social media content

Prepare your system for efficient financial tracking. Select a Setup package to get started.	Basic $120 Purchase	Standard $240 Purchase	Advanced $480 Purchase
Use Case	Simple bookkeeping setup needs	More complex accounts & reporting	Advanced needs with integrations & custom workflows
Setup Features	Single Account Company Profile Creation Basic Chart of Accounts Bank Feeds	Multiple Accounts Moderate Customization Industry-Specific Chart of Accounts Tax Settings, Bank Feeds, Initial Training	Multiple Accounts Custom Workflows, System Integrations Industry-Specific Chart of Accounts Tax Settings, Bank Feeds, Training Multi-Currency, Historical Data Import
Explore our Bookkeeping Management packages for support with recording transactions, managing accounts, reconciling bank statements, and updating ledgers.

Keep your finances in check. Choose a Bookkeeping Management package. BILLING PREFERENCE Monthly Quarterly Save 10% with quarterly plans	Essential Bookkeeping $1,200/mo Purchase	Premium Bookkeeping $2,400/mo Purchase
Manual Payroll Manually calculate employee salaries, wages, and send email updates.
Payroll with Gusto software Automate tasks such as tax calculations, direct deposits, and pay stub generation.
Recording of Vendor Payments/Expenses Track and record business expenses, including payments to suppliers, rent, utilities, and other costs, ensuring proper documentation for accounting purposes.
Invoice Drafting & Distribution Create invoices for services or goods delivered, subject to client review and approval before sending. Distribute approved invoices via email and QuickBooks Online.
Bank Reconciliation Create invoices for services or goods delivered, subject to client review and approval before sending. Distribute approved invoices via email and QuickBooks Online.	-
Vendor Payment Reconciliation Reconcile expenses & payments of Vendors on QuickBooks	-
Cash Balance Reconciliation Verify that the reconciled bank balance matches the balance sheet for financial accuracy.
Profit & Loss Report (P&L) Provide reports showing revenues and expenses for a specific period, offering insights into profitability and performance.	-
Balance Sheet Report Provide balance sheets showing assets, liabilities, and equity at a specific point in time.	-
Strategic Calls Participate in weekly calls to address pending reports, unresolved items, and invoice approvals, ensuring timely follow-up on inquiries and issues. This includes preparing the agenda, compiling necessary reports, and taking meeting minutes.
Processing of 1099 Prepare and file the necessary 1099 forms, including gathering W-9 forms from vendors for tax identification and timely IRS submission.

CMS cards

Virtual Assistant

Social Media
& Email Marketing

Bookkeeping

Monthly

Quarterly

Save 10% with quarterly plans

Enhance productivity with highly
skilled experts.

BUSINESS

$2,400/mo Purchase

160 Hours

Premium

$1,200/mo Purchase

80 Hours

Virtual Assistants are dedicated to a client before the campaign period. Service packages allocated for a campaign period must be utilized within that period. Unutilized service within the designated campaign period cannot be carried over, accumulated, or applied to future campaign periods.

Prepare your system for efficient
financial tracking.

Basic

$120 Purchase

Single Account Company Profile Creation Basic Chart of Accounts Bank Feeds

Standard

$240 Purchase

Multiple Accounts Moderate Customization Industry-Specific Chart of Accounts Tax Settings, Bank Feeds, Initial Training

Advanced

$480 Purchase

Multiple Accounts Custom Workflows, System Integrations Industry-Specific Chart of Accounts Tax Settings, Bank Feeds, Training Multi-Currency, Historical Data Import

Explore our Bookkeeping Management packages for support with recording transactions, managing accounts, reconciling bank statements, and updating ledgers

Monthly

Quarterly

Save 10% with quarterly plans

Keep your finances in check.