Platinum
Starting at
$975/mo
Monthly Bookkeeping
- QBO Subscription
- Classifying of all income and expenses for the month
- Bank reconciliations for all bank and credit card accounts
- Periodic accounting adjustments
- Monthly profit & loss statements
QuickBooks Online Payroll
- Set up of payroll & instructions
- Employees paid by direct deposit
- All payroll tax deposits and returns handled by Modern Reckoning
Annual Income Tax Returns
- Annual individual tax return
- Schedule C for business included
- Preparation of Forms 1099
Monthly Management Meeting
- 1 hour management meeting to discuss prior quarter results
- Opportunity to discuss issues and troubleshoot
- Plan improvements for following month
Key Performance Indicator Dashboard
- Choose 3-5 most important metrics to track
- Receive quarterly report on performance

