BOOKKEEPING SERVICES
Luxe Silver
Luxe Diamond
Luxe Silver
- 2 bank accounts, 2 credit cards, 75 transactions per month total
- Industry specific bookkeeping, monitoring, reports
- Transaction entry from bank feeds weekly
- Reconciliation of credit card and bank accounts monthly
- Monthly reports (Profit and Loss, Balance Sheet, Trust Ledger and Statement of Cash Flows)
- Prepare year-end reports for tax prepare
- 2 bank accounts, 2 credit cards, 75 transactions per month total
- Industry specific bookkeeping, monitoring, reports
- Transaction entry from bank feeds weekly
- Reconciliation of credit card and bank accounts monthly
- Monthly reports (Profit and Loss, Balance Sheet, Trust Ledger and Statement of Cash Flows)
- Prepare year-end reports for tax preparer
- Monthly financial statement review meetings - 30 min
- 1 quarterly email support request for additional info or reports
- Customer service and tech support with Software
Luxe Gold
Luxe Diamond
Luxe Silver
- Everything from silver plus…
- 2+ bank accounts, 5 credit cards, 250 transactions
- Monthly case expense tracking report
- Monthly AR reports
- Email monthly bills to your clients
- Reminder emails for outstanding balance
- Weekly Online Bill pay
- Google Drive maintenance and filing
- 1 monthly support email for additional info or reports
Luxe Diamond
Luxe Diamond
Luxe Diamond
- Everything from silver and gold plus…
- 2+ bank accounts, 7 credit cards, 500 transactions
- 2x’s weekly bookkeeping service
- 2 monthly support email for additional info or reports
- Software setup included