MONTHLY PACKAGES
SEEDLING
Perfect for Resellers, Side Hustlers, & Solopreneurs
Categorizing up to 75 transactions per month based on Chart of Accounts
Monthly Reconciliation of 2 Accounts: Checking, Credit Card or Loan
Monthly Preparation of Basic Financial Statements
SPROUT
Perfect for landscapers, content creators, & retail shops
Categorizing up to 125 transactions per month based on Chart of Accounts
Monthly Reconciliation of 4 Accounts: Checking, Credit Card or Loan
Annual 1099 Tax Filings (Up to 5 Contractors)
Monthly Preparation of Financial Statements
Monthly 15 Minute Strategy Session/Check-in
BLOOM
Perfect for medium to larger companies
Categorizing up to 250 transactions per month based on Chart of Accounts
Monthly Reconciliation of 6 Accounts: Checking, Credit Card or Loan
Annual 1099 Tax Filings (Up to 15 Contractors)
Monthly Preparation of Financial Statements
Monthly 30 Minute Strategy Session/Check-in
Wherever you are, Balance & Blooms Accounting is here for you. Thanks to secure, cloud-based tools and virtual communication, we’re able to support small businesses across the country with the same personalized care we give our local clients.
ADDITIONAL SERVICES
QUARTERLY BOOKS
Starting $200/month
Categorizing up to 50 transactions per month based on Chart of Accounts
Monthly Reconciliation of 2 Accounts: Checking, Credit Card or Loan
Quarterly Preparation of Financial Statements
FRACTIONAL CFO
The value of a CFO at a part time price. Pricing will vary.
Review of Financial Statements
Cash Flow Forecasting
Budgets
Financial Forecasting/ Projections
ADD ON SERVICES
Please inquire for more information. Pricing will vary.
Catch up/ Clean up Services
Payroll Options
Accounts Receivable/ Invoicing
One-on-One Financial Consulting
Accounting Software Set Up & Training