Jack

Start-up

$199.00/month and up

​

✓ (Up to 35 Transactions)
✓ Bank Reconciliation
(1 Checking, 1 Savings)
✓ Quarterly Reports
Prepare Balance Sheet and Profit & Loss Statement Documents
✓ Email & Phone Support Only
✓ Preparation Annual Tax Package

$250 Account set up fee

Dot

New business owner 
$399.00/month and up

​

✓ (Up to 70 Transactions)
✓ Bank Reconciliation
(1 Checking, 1 Savings, 1 PayPal)
✓ Credit Card Reconciliation
(1 Credit Card Account)
✓ Monthly Reports
Prepare Balance Sheet and Profit & Loss Statement
✓ Monthly Client Support
Email/Phone and Client Meet-Up (Once Monthly)
✓ Year-End Tax Package

​

​

$250 Account set up fee

Jack & Dot

Growing small business
$785.00/month and up

​

✓ (Up to 130 Transactions)
✓ Bank Reconciliation
(2 Checking, 1 Savings, 1 PayPal)
✓ Credit Card Reconciliation 
(up to 3 Accounts)
✓ Monthly Reports
Prepare Balance Sheet and Profit & Loss Statement
✓ Monthly Client Support
Email/Phone and Client Meet-Up (Once Monthly)
✓ Reconciling State Sales Tax
✓ Entering Principal and Interest for any Loan Payments
✓ Updating Industry Specific Reports as requested by the Client 
✓ Reviewing A/R for Overdue Accounts and Emailing of Report, if needed
✓ Year-End Tax Package

​

$250 Account set up fee

Jack & Dot Plus

Established small business
$1499.00/month and up

​

✓ (Up to 250 Transactions)
✓ Bank Reconciliation
(2 Checking, 1 Savings, 1 PayPal)
✓ Credit Card Reconciliation 
(up to 5 Accounts)
✓ Monthly Reports
Prepare Balance Sheet and Profit & Loss Statement
✓ Monthly Client Support
Email/Phone and Client Meet-Up (Once Monthly)
✓ Reconciling State Sales Tax
✓ Entering Principal and Interest for any Loan Payments
✓ Updating Industry Specific Reports as requested by the Client 
✓ Reviewing A/R for Overdue Accounts and Emailing of Report, if needed
✓ A/R & A/P
✓ Year-End Tax Package
✓ And More...