Reconciled Core - starting at $1,250/month

Reconciled Core is our most popular plan*  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 Core:

  • 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 40 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
  • Monthly advisory meetings with the Senior Accountant on your Reconciled team.

  • eCommerce Light (journal entry using client-provided data)

  • Up to 3 sales platforms

  • Up to 3 payment processors

     

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