Financial Pro- Monthly
Enterprise bookkeeping and accounting for your growing businesses.
This is for Businesses with over 50+ monthly transactions across AP/AR
Companies where the owner's time is worth $150+ per hour
Perfect for businesses that are in their growth phase, that have outgrown DIY bookkeeping, and/or want to outsource these needs instead of hiring full-time accounting staff.
Clients we have serviced:
Professional services firms (consultants, realtors, marketing, or coaches)
Construction & contracting companies, such as Plumbers, Excavators, Painters, and Landscapers
E-commerce businesses
Distribution & shipping companies
Restaurants & Retail Stores
Are you spending more than 10-20+ hours/month trying to do it yourself?
Having trouble finding or retaining reliable staff?
Unable to get invoicing out in time to customers?
Unable to record timely checks received from customers and post them in your accounting software, and take them to the bank?
Need cash flow management?
No time to stay up to date with financials and need them monthly?
Lost money from Billing errors or uncollected invoices?
You are our ideal client if you view bookkeeping as infrastructure, not an expense, and want to gain time back to focus on revenue-generating activities.
SERVICE AGREEMENT:
One-year minimum commitment
Conveniently billed monthly to your credit card on file at rate of $2750/mo with secure, automatic payment processing through Stripe.
Annual rate if renewed is adjusted for inflation and will be adjusted in relation to client sales, transactions, and time involved to maintain service quality and compliance.
60-day notice required before anniversary date if service needs change.
Prior to the first month of working with a new client a review of business needs and time involved will be discussed. If the business needs or working relationship is not obtainable by either party, a refund of the full amount of $2750.00 will be processed and the service agreement canceled. Once services have commenced, the 60-day notice to cancel by or change services by the client or the 30-day notice by Business Academy 101 to terminate will apply.
ABOUT THE SERVICE:
Monthly Accounting/Bookkeeping
Accounts Payable - Entering invoices, scheduling vendor payments with client's bank account/bill payment platform.
Accounts Receivable - Entering in AR from checks and credit cards applied to client customer accounts,
Invoicing - Assist in the creation of clients customer invoices if needed. Client must provide details promptly for this to work.
Reconciling - Client must provide bank statements, credit statements used for business along with any loans, notes payable, receipts or details in order for us to be able to reconcile each month. The inability to reconcile monthly or in a timely fashion will delay the service of complete monthly financials.
Note: If anything needs to be mailed to the vendor or customers of the client, postage reimbursement will be a separate charge monthly to the credit card on file.
We do not speak with the clients, vendors or customers, nor accept payments on behalf of the client. That is the client's responsibility to provide customer service.
The client's inability to provide the needed items to us to fulfill monthly services will delay Business Academy 101's completion of monthly financial reports. Even though items are delayed, the items received that can be processed will be processed each month. Business Academy 101 reserves the right to terminate any client with a 30-day advance notice. Business Academy 101 expects clients to maintain integrity in their business and their finances.
