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.
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.
