What's The difference between

Bookkeepers 

AND ACCOUNTANTS

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Bookkeepers perform record keeping functions such as receivables/receipts, payables/expenses, and bank and credit card reconciliations.


Generally, Bookkeepers are required to have between two to four years of experience or an associate’s degree.


Accountants

Accountants conceptualize the overall picture that bridges the maintenance of the general ledger to financial reporting. Accountants will perform a top-level analysis of your data. Generally, the title of accountant requires a bachelor’s degree in Accounting. Accountants, unlike bookkeepers, are eligible to acquire professional certifications. As an example, accountants with sufficient experience and education can obtain the title of Certified Public Accountant (CPA).



General bookkeeping services include importing bank statements, categorizing transactions, data entry as needed, reconciliation of accounts including, bank, credit card, Paypal, Zelle and cash app. Transactions over monthly limit will be processed at $1 per transaction.


Accounts payable services include retrieving invoices from online accounts or the electronic delivery platform of your choice. Entering into accounting software, obtaining proper approvals and issuing payment. Electronic payments are included in pricing. Manual check printing services are available for an additional $25 per month.



Accounts Payable Services 


Up to 25 transactions $125 monthly.

Up to 50 transactions $175 monthly.

Up to 100 transactions $250 monthly.


Accounts Receivable Services


Up to 25 transactions $125 monthly.

Up to 50 transactions $175 monthly.

Up to 100 transactions $250 monthly.


Small Business Package

Company Revenue up to 250K. 0-250 transactions. Reconciliation of up to 2 accounts as described above. Up to 10 JE's or reclass transactions.


Mid Size Business Package 

Company Revenue up to 500K. 250-500 transactions. Reconciliation of up to 4 accounts as described above. Up to 15 JE's or reclass transactions.


Enterprise Package $2,500 monthly

Company Revenue up to 1,00,000. 500+transactions. Reconciliation of up to 6 accounts as described above. Up to 20 JE or reclass transactions.




Please let us know if you do not see a package that suits your needs. We'd be happy to deliver a custom quote tailored to your business. For information on our remote CFO, financial reporting, or additional a la carte services, give us a call!


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