Sample Plans

BooXkeeping offers customized bookkeeping plans. Below is just a sample of some plans. Yours will be determined after an interview with one of the Chief BooXkeeping Officers.

BOOX 100

  • Up to 100 monthly transactions
  • One checking bank account
  • One business credit card account
  • Payroll up to 3 employees (reporting only)
  • Standard Financial Reports (incl. BS, P&L, AR/AP).

BOOX 500

  • Weekly Vendor Bills & Payments Processing
  • Up to 500 monthly transactions
  • Up to 3 checking bank accounts
  • Up to 3 business credit card accounts
  • Payroll up to 10 employees
  • Weekly Cashflow Projection - upon request
  • Aging, Owner Contribution/Distribution Detail; Other reports available upon request.
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BOOX 300

  • Up to 300 monthly transactions
  • Up to 3 checking bank accounts
  • Up to 3 business credit card accounts
  • Payroll up to 5 employees (reporting only)
  • Account GL Detail upon request.

ALL PACKAGES INCLUDE THE FOLLOWING:

  • Monthly deposit summaries recording
  • Monthly bank /credit card transactions recording and expense allocation
  • Monthly bank reconciliation of all bank & credit card accounts on file
  • Monthly confirmation and reconciliation of loan and fixed asset GL accounts
  • Financial statements and supporting schedule preparation (incl. Balance Sheet, Profit & Loss Statement, Accounts Receivable and Payable Aging Reports, Trial Balance, selected GL Detail reports)
  • Monthly conference call with the company management to analyze financial performance of the company
  • Full Setup of the company in the accounting system per company’s discretion
  • Full integration of the billing system, online banking, credit card processing and payroll (when needed) with the accounting system per Company’s discretion (NOTE: additional software cost, hosting fees, banking and/or credit card setup and maintenance fees are not included)
  • Dedicated Senior Reviewer in charge of the company’s account
  • Unlimited communication and integration with company's CPA or tax advisor
  • Unlimited phone and e-mail support.