Reconciled Basic is a step up from Reconciled Express and utilizes either QuickBooks or Xero platforms. You can qualify for this level of service if you manage up to 5 bank or credit card accounts for your business.
Items included in Reconciled Basic:
Monthly Bookkeeping
Post bills, receipts, and other bookkeeping transactions
• Transactions posted and/or matched directly from the bank feed
Reconcile monthly bank and credit card statements
Provide Client access to Dext
Post standard monthly journal entries
Answer bookkeeping questions via email or phone
Weekly Accounts Payable (up to 20 bills per month)
Manage Accounts Payable process using Bill.com/Melio
Post bookkeeping entries related to AP
Provide Client access Bill.com/Melio
Answer AP questions via email or phone
Quarterly advisory meetings with the Senior Accountant on your Reconciled team