Pricing Accountants Understand
Simple billing to set you free from the time & pressure of doing your firm’s books.
No fuss, no muss - know exactly how much to reallocate your time and internal resources to higher purposes.
We will do a thorough file review and then discuss - together - how much you value handing your bookkeeping pressure over to us.
We want you to love your books and working with us.
Once you discover the freedom of Calmwaters doing your books, you can increase the scope. And if, over time, we get your bookkeeping where you are confident in reducing our services, we can do that, too.
Stillness
~ $500
Cash-based books kept clean and current with bi-annual check-in discussions.
In the midst of movement and chaos, keep stillness inside of you.
― Deepak Chopra
2 bank feed accounts cleared and reconciled monthly
< 500 cash-coding transactions
Books closed by the 25th of each month
Tranquility
~ $750
Accrual-based books kept clean and current with monthly bill pay and quarterly check-in discussions.
The positive vibrations of unregulated joy, peace, happiness and tranquility is freedom.”
― T.F. Hodge
Up to 4 bank feed/Balance Sheet accounts cleared bi-weekly and reconciled monthly
< 1,000 (combination of) cash-coding and simple accrual-based transactions
Bill publishing and scheduled monthly payments
Books closed by the 25th of each month
Serenity
+ $1,000
Deep accrual-based books kept clean and current weekly with bill pay and monthly check-in partnering discussions.
God grant me the serenity to accept the things I cannot change, the courage to change the things I can, and the wisdom to know the difference.
― Reinhold Niebuhr
> 4 bank feed/Balance Sheet accounts cleared weekly and reconciled monthly
> 1,000 (combination of) cash-coding and accrual-based transactions
Bill & expense publishing and scheduled bi-weekly payments
Monthly video reporting of findings and suggestions
Books closed on or about the 15th of each month
24 - 48 hour communication response time
All packages include:
Senior Manager QBO file review of Undeposited Funds, AR & AP, Balance Sheet and P&L.
Custom QBO reports are ready for your review, plus options for report delivery - including reporting app evaluation and secured summaries shipped to your inbox using FinDaily.
Secure, asynchronous video communications, including a minimum quarterly review of findings and suggestions.
Maximum 48 - 72 hour communication response.
Regular Chart of Accounts, Vendor and Customer, Non-posting transactions and Lists reviews and recommendations.
Accrual-based accounting ensures receipts are published (cash-coding - we can match your in-firm published receipts in the bank feeds), so GST/HST is captured and reviewed.