All Packages Include the Following
Data Entry / Download
Bank and Credit Card Reconciliation
Monthly Financial Reporting (P&L, Balance Sheet)
Package Includes:
Above services for up to 2 bank/cc accounts & up to 100 transactions
Guaranteed response to emails with in 2 business days
Monthly Reports provided by last day of the month
Annual books review with your CPA
Package Includes:
Above bookkeeping services for up to 3-5 bank/cc accounts & up to 200 transactions
Priority response to emails
Monthly Reports provided by 20th of the month
Quarterly zoom call to go over financial reports and collaborate on next steps
Bi-Annual books review with your CPA
Package Includes:
Above bookkeeping services for up to 6-10 bank/cc accounts & up to 500 transactions
Immediate response to emails
Weekly phone call to check-in and go over any immediate needs
Monthly Reports provided by 15th of the month
Quarterly zoom call to go over financial reports and collaborate on next steps
Quarterly books review with your CPA
Addon Services (call for quote)
Bill Pay
Payroll
Invoicing
Receipt Organization
Support
254-324-7097
© 2024 Financials52, LLC | The information contained on this Website and the Resources are not intended as, and shall not be understood or construed as, financial, tax, legal or professional advice. The information contained on this Website is not a substitute for financial, tax, legal or professional advice from a professional who is aware of the facts and circumstances of your individual situation. We have done our best to ensure that the information provided on this Website and in the Resources are accurate and provide valuable information. Regardless of anything to the contrary, nothing available on or through this Website should be understood as a recommendation that you should not consult with a financial or business professional to address your particular situation. The Company expressly recommends that you seek advice from a professional. Neither the Company nor any of its employees, owners, or contributors shall be held liable or responsible for any errors or omissions on this Website or for any damage you may suffer as a result of failing to seek competent financial or business advice from a professional who is familiar with your situation.
Office Hours - 9 am to 5pm CST
Pricing is based on the turnover of your business, number of transactions & regularity of your payroll. Weekly payroll is more expensive than monthly payroll. Larger businesses generally have more transactions and are generally more complex record keeping systems. Note that there is no price to correct any major issues in your file, this will be quoted separately. Extras can be added to each level, please request an additional quote.
What we need from you as a customer: - To provide information asked in a timely manner - To make the first initial payment of our invoice before we start work on your file - To ask questions when you have them – we are here to support your business