Company owners know that bookkeeping is critical to the success of their business operations. But not everyone knows what services they need specifically for their business growth. With our Custom Plan, we have taken steps to put you in control by giving you the services we offer to select and build your Bookkeeping plan to your budget and business needs.

How To: Custom Build Your Own Bookkeeping Plan To Suit Your Business Needs.

There are a few considerations to keep in mind when building your custom bookkeeping plan: your industry , your company size, and the state of your books. You can select the Bookkeeping Services you need for your business, and with this custom build plan, you can add or remove services as your needs change. Management Accounts and SmartPlanning services are separate from each other. Any changes you make during a month of service will take effect in the following month and will be subject to tax.

What You Need To Know

The custom build plan is an estimate price  based on services you select;
* Accounts Setup & Maintenance.
* SmartBills - 30 entered eBills from your suppliers.
* SmartPayment - 15 ePayments to your suppliers.
* Invoicing - 15 generated bills to your customers.
* Accounts Receivable - 15 entered payments from your customers and collections service.
* Bank Reconciliation - 1 Monthly Account Statement.
* Profit & Loss - 1 Monthly Financial Statement.
* Balance Sheet (SoFP) - 1 Monthly Financial Statement.
* Compliance Tax Filing - Monthly, Quarterly or Annual eFile to tax agency.
* Management Accounts - Budget Forecast | Sales Forecast | Statement of Cashflows.
* Inventory Management - Inventory Control.
* SmartPlanning - Advisory Service | Internal Controls | Business Growth Strategies.
* SmartServ - FREE Updates & Bookkeeping Customer Support.

Your Custom Plan price will vary according to transactions and services you need for your business. One of our experts will be intouch to advise you during your FREE consultation.