SILVER
$
- 2 bank accounts, 2 credit cards, 75 transactions per month total, solo practitioners
- Industry specific bookkeeping, monitoring, reports
- Check for missing 1099’s quarterly
- Transaction entry from bank feeds weekly
- Reconciliation of credit card and bank accounts monthly
- Monthly reports (Profit and Loss, Balance Sheet, Trust Ledger and Statement of Cash Flows)
- 3 way trust account reconciliation
- Prepare year-end reports for tax preparer
- Monthly financial statement review meetings - 30 min
- 1 quarterly email support request for additional info or reports
- Customer service and tech support with Software
GOLD
$
- Everything from silver plus…
- 2+ bank accounts, 5 credit cards, 250 transactions, up to 5 attorneys
- Monthly case expense tracking report
- Partner compensation reports
- Monthly AR reports
- Email monthly bills to your clients
- Reminder emails for outstanding balance
- Weekly Online Bill pay
- MileIQ
- Google Drive maintenance and filing
- Monthly financial advisory meetings
- 1 monthly support email for additional info or reports
DIAMOND
$
- Everything from silver and gold plus…
- 2+ bank accounts, 7 credit cards, 500 transactions, up to 10 attorneys
- 3x’s weekly bookkeeping service
- Client care liaison re: invoicing questions
- Oversight of office manager
- Staff training on support software
- 2 monthly support email for additional info or reports
- Software setup included
