| Bank transactions updated on up to five bank accounts |
weekly |
| Bank transactions categorized |
weekly |
| Reconciling up to five bank accounts |
monthly |
| Creation of recurring invoices |
monthly |
| Reconciling invoices to credit card processor reports – you provide the reports |
monthly |
| Creation of recurring bill reminders |
at initial set up and as needed |
|
|
| Clean-up or catch-up |
2 hours included, additional at my hourly rate |
| Sales tax management and processing |
included |
| Bill payment |
included for recurring bill payments through Bill.com – you pay monthly subscription fee – you enter non-recurring transactions |
| QuickBooks Online Subscription |
Paid by You |
| Password management |
you invite me to your 1Password subscription and share the passwords I need with me |
| Terms |
automatically billed at the beginning of each month via ACH from your bank account |
| Completion |
by the 10th of the following month |
| Initial training |
3 hours |
| Ongoing training |
four 30-minute sessions per month |
| Training, special projects and out-of-scope requests – hourly rate |
up to 1 hour per month included, then hourly rate |
| Cancellation |
requires 15-day notice |
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