Bookkeeping, Reporting (Flat Rate Package)

During this package we help you set up your QuickBooks Online and chart of accounts appropriate for ABA company bookkeeping activities. If needed, we help you select a bank, banking products, and advise you in building a relationship with a business banker. We discuss some basic reports and reporting activities, and help you plan for your monthly and otherwise ongoing financial reviews. Focus is on building familiarity with the software and related bookkeeping activities to help position you to make management decisions related to these activities moving forward, and to communicate with other professionals in this area in doing the same.

ABOUT

During packaged service time, we focus on particular content area(s), over a predetermined amount of time, so that you are better prepared to manage these content areas in the future.

FORMAT OPTIONS

We offer packages in two formats: The “Individual” format occurs in Zoom meeting format. Follows established curriculum, but more interactive and individualized to your team. We meet exclusively with your team and your team alone. The “Cohort” format occurs in Zoom webinar format. Follows established curriculum, may be less interactive and less individualized to your team. Multiple companies may participate. We require a minimum number of attendees to hold Cohort options for any given package. Contact us for upcoming cohort dates.

CURRICULUM OPTIONS

We offer two curriculum options: The Fresh Start option is for people starting with a blank slate with respect to package focus areas and content. This option includes four (4), 1 hour meetings or comparable support time, to work through the items outlined in the selected package. Our Accelerate option is similar, but is for those with already established content or practices in the package focus area. This package includes two (2), additional 1 hour meetings or comparable support time, to analyze your current information and activity and synthesize with the new content and plan of action. See additional notes below.

ADDITIONAL NOTES

1. During packaged service time, we will support you through the package focus area(s) so that you are better prepared to manage these content areas in the future.

2. Our flat package rates account for flexibility to include our other team members if needed, as determined by PBH, during the available meetings, and at no additional cost to you. “Comparable support time” outside of meetings may be based on individual work of each team member.

3. Our goal is to complete packaged activities in a timely manner. We understand clients sometimes have other priorities. This package should ideally be completed within 1.5 months, but no more than 3 months from the date of purchasing this package.

4. Customers may be sent a pre-meeting form to complete, specific to each package, to use their time in the most efficient way. This should be complete prior to the first meeting for any given package.

5. Though we will support you through the target activities, this package secures time and topic area guidance/expertise, not completion of activities.

6. You will have to complete a number of activities yourself to bring target areas to fruition. It’s reasonable to plan for 5 to 10 hours of your team’s time to see package activities and outcomes through to completion.

7. These or other services are also available under our fee for service c-suite arrangements which allow for additional strategy, management, or task completion support from our team members.

8. C-suite services for comparable services are generally more cost-effective, but not necessarily less overall. This is due to the restricted nature of scope, activities, and our time in packaged services.

9. Applicable downloads are generally included with our services. Separately purchased downloads are not eligible for credit toward services.

10. Packages are based on ABA focused companies in one state. Companies with multiple service lines and/or operating in different states should contact us for pricing.