Services
Our Monthly Packages
Trust Essentials
Essential basic features- Transaction Categorization
- Bank & Credit Card Reconciliations (up to 3 accounts)
- Quarterly Cash Basic Financial Reports
- Payroll Processing (up to 5 employees)
Trust Controller
Everything in Trust Essentials, plus:- Real-Time Data to Grow Your Business
- Accounts Payable & Receivable Management
- Software Integration with Third-Party Apps
- Monthly Financial Reporting & Analysis
- Cash Flow Management
Trust CFO
Everything in Trust Controller, plus:- Proactive Growth Support
- Inventory Tracking
- Sales Tax Management
- Budgeting & Forecasting
- Financial Reports by Project/Department
- KPI Dashboard
Final pricing depends on business size, transaction volume, and complexity. Get a custom quote!
Our Service Includes
Transaction Categorization
Ensure your financial transactions are accurately categorized for easy tracking and reporting.
Bank & Credit Card Reconciliation
Reconcile your bank and credit card statements with your books to maintain accuracy and order.
Balance Sheet Reconciliation
Ensure your assets, liabilities, and equity are accurate and up to date.
Payroll Processing
Handle employee payroll, ensuring accurate pay and tax filings.
Accounts Payable & Receivable
Manage your bills and invoices, ensuring timely payments and collections.
Financial Statement Analysis
Provide a detailed month-end analysis of your financial statements for valuable insights into your business’s financial health.
Software Integration with Third-Party Apps
Streamline data by integrating your accounting software with
other tools.
Year-End Preparation
Prepare for a smooth year-end close, 1099 filings, and collaborate with your CPA for accurate tax reporting.
Budgeting & Forecasting
Create and manage a realistic budget aligned with your goals.
Inventory Management
Align inventory accounting with your financial reports to maintain accurate margins and profitability.
Job Costing
Track and analyze costs to ensure profitability for each job or project.
Sales Tax Management
Calculate, file, and track sales tax to keep your business compliant.
Month-End Close
We keep your books accurate and up to date every month, with reconciliations that help you make better business decisions.
KPI Dashboard
Get a customized dashboard to monitor key performance indicators critical to your business’s success.
Bookkeeping Cleanup
Bring your books up-to-date if they’re messy or behind (priced separately from monthly packages).
