| Services | Elite | Premier | Executive | Essential |
|---|---|---|---|---|
| Standard Response Time | Same day | 24 hours | 1 business day | 2 business days |
| Bookkeeping Frequency | Twice a week | Weekly | Semi-Monthly | Monthly |
| Books Close Time | 5 business days | 7 business days | 10 business days | 12 business days |
| Financials/Business review calls | Weekly | Weekly | Monthly | Monthly |
| Access to us | Text,Slack,Phone,Zoom,Email | Slack,Phone,Zoom,Email | Slack,Phone,Zoom,Email | Slack,Phone,Zoom,Email |
| Categorize Business Bank and Credit Card Transactions including Payroll entries | ✔ | ✔ | ✔ | ✔ |
| Reconcile Bank and Credit Card Accounts | ✔ | ✔ | ✔ | ✔ |
| Financial Reports (PNL, Balance Sheet) | ✔ | ✔ | ✔ | ✔ |
| Monthly Review Session (30 minutes) | ✔ | ✔ | ✔ | ✔ |
| Accounts Receivable (AR) Management | ✔ | ✔ | ✔ | |
| Accounts Payable (AP) Management | ✔ | ✔ | ✔ | |
| W9 Collection from Vendors | ✔ | ✔ | ✔ | |
| Process 1099s at Year End | ✔ | ✔ | ✔ | |
| Send Financials to Tax Accountant at year end | ✔ | ✔ | ✔ | |
| Class Tracking/Project Costing/Job profitability | ✔ | ✔ | ||
| Intercompany Accounting | ✔ | ✔ | ||
| Transactions from Personal Bank Accounts | ✔ | ✔ | ||
| Reconcile Special Accounts (e.g., Trust Funds, Deferred Revenue, Retainers etc.) | ✔ | ✔ | ||
| Year-End Adjusting Entries | ✔ | ✔ | ||
| Year-End Depreciation and Amortization Entries | ✔ | ✔ | ||
| Laison with tax accountant all year regarding current year taxes | ✔ | ✔ | ||
| Budgets | ✔ | |||
| Forecasting | ✔ | |||
| KPI Tracking | ✔ | |||
| Comparison of Accruals vs. Budget | ✔ | |||
| Management Dashboard | ✔ |
In addition to our packaged offerings, we provide a variety of specialized services to meet your unique needs. Explore our full range of services below to see how we can support your business comprehensively.
Optimize your financial system with our QuickBooks Health Check. We conduct a thorough diagnostic of your QuickBooks data to identify any issues and provide you with a detailed report on our findings. You can then choose to address these issues on your own or hire us to take care of them for you.
PL Accounting Services offers comprehensive QuickBooks Training to empower your team with the skills needed to maximize the software's potential. Our training sessions, tailored to various proficiency levels, cover essential functions, advanced features, and best practices, ensuring your staff can confidently manage your business's financial operations.
We provide detailed Workflow Documentation services to streamline your business processes and enhance operational efficiency. By mapping out and documenting each step of your financial workflows, we help identify bottlenecks and areas for improvement, ensuring smooth, consistent, and effective operations that align with your business goals.
Ensure your business remains operational in any situation with our comprehensive Business Continuity Documentation service. We prepare detailed records about each employee’s roles and contacts, business banking information, login credentials for each platform being used, contact information for service providers. Additionally, we provide clear instructions on actions to take in case of the owner's incapacitation, including who will be in charge and how to either continue or transition the business. This ensures your business can navigate unexpected events smoothly and efficiently
PL Accounting Services specializes in Bookkeeping for High Net Worth Individuals, offering personalized financial management solutions that cater to complex financial portfolios. Our services include meticulous tracking of income, expenses, investments, and assets, ensuring accurate and timely financial reporting to support informed decision-making and wealth management strategies. We also provide bill payment services and deal with insurance agents to take care of various insurances.
Expert Accounting and Advisory Services for Law Firms and Real Estate-Related Businesses
We’d love to hear from you. If you have any questions, call, email, or Contact Us online.
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