Jules@JBrowningBookkeeping.com

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434-996-5375

434-996-5375

Silver Package

$
  • Monthly financial reports & insights
  • Cloud technology & automation
  • Monthly Communication & guidance
  • Tax ready financials & collaboration with your tax preparer (up to one hour)
  • Record & Categorize up to 100 bank/credit card transactions
  • Reconcilliation of up to four bank and/or credit cards
  • Accounts receivable management (up to 25 payments per month)

Gold Package

$ $
  • Includes all Gold Package Features
  • Monthly Video Review of Financial Highlights
  • Twice Monthly Accounts Payable Management
  • Annual 1099/1096 processing and filing

Platinum Package

$$ $
  • Includes all Silver Package Features
  • Quarterly Video Review of Financial Highlights
  • Semi-Monthly Electronic Payroll subscription & Processing (up to two employees)

The Following Services can be added to any package a la carte:

  • Accounts Payable
  • Accounts Receivable
  • Electronic Payroll
  • 1099/1096 Management

all packages

include the following:

Cloud Technology & Automation

  • QuickBooks Online subscription, use of Docusign and private secure portal for
    document transfer through SmartVault

 

Financial Reports & Insights

  • Financial reports (Monthly)

 

Communication & Guidance

  • Up to 30 minutes per monthly

 

Tax Ready Financials

  • Communication & Collaboration with your tax preparer, ready for tax time (up to one hour)

 

Record & Categorize transactions

  • To ensure you receive accurate reporting and write-off opportunities. Up to 100 bank and credit card
    transactions per month

 

Reconciliations

  • Reconcile financial transactions to bank and credit card statements. Up to 4 bank and/or credit card accounts.

 

Accounts Receivable Management

  • Update A/R for customer payments, and monitor accounts receivable (invoicing not
    included, available a la carte).  Up to 25 customer payments
    per month