Embedded Files
Beacon Finance offers a range of services with upfront pricing and the ability to customize any service offering to fit your businesses needs.
Step-1: Determine what plan is closest to your needs, Step-2: Request a quote or contact us, Step-3: Finalize agreement and begin services
No Set-Up Fees with Annual Commitment
starting at:
$89 Per Month
On Call Bookkeeping
QBO Discount
# User Accounts Based on Plan
Up to 30 transactions / Month
Cash or accrual
Transaction analysis
General ledger management
Account reconciliation
starting at:
$299 Per Month
Monthly Bookkeeping
3 User Accounts
Up to 100 transactions / Month
Cash or accrual
Transaction analysis
General ledger management
Account reconciliation
Basic financial reports
starting at:
$799 Per Month
Monthly Bookkeeping
5 User Accounts
Up to 300 transactions / Month
Cash or accrual
Transaction analysis
General ledger management
Account reconciliation
financial reports
Accounts receivable
Accounts payable
starting at:
$1,399 Per Month
Weekly Bookkeeping
25 User Accounts
Up to 600 transactions / Month
Cash, accrual, hybrid
Transaction analysis
General ledger management
Account reconciliation
Advanced financial reports
Accounts receivable
Accounts payable
Starter offers businesses discounts on QuickBooks Online and other software subscriptions with on demand accounting expert support as needed, billed by the half hour. This is best for businesses who provide their own day to day accounting but want the ability to get help as needed, with upfront reductions in their software costs.
Basic is often used to add expert support to current business staff or, for smaller businesses, a complete bookkeeping solution.
Standard is the most popular offering at Beacon Finance as it provides full accounting support at a fraction of the cost for a full time on staff bookkeeper.
Advanced Bookkeeping differentiates from Standard in that it provides accounting at a much higher level of volume and complexity with software which enables businesses to automate workflows, track employee time, track inventory, conduct project costing, and do financial planning at at detailed level.
Description of Features
Description of Features
Accounting Software
Accounting Software
QuickBooks Online subscriptions are provided with subscriptions, as indicated, for a 20% discount which continues for the duration of your Beacon Finance plan. CPA's and other specialists can be added to your QBO account at any time to supplement or transfer your services without interruption to your business.
Estimates & Invoicing
Estimates & Invoicing
Send estimates and instantly payable invoices
Send estimates and instantly payable invoices
Customize invoices and include products, services, due dates, and sales tax, or request payments with a link. Customers can pay using a method that’s convenient for them. Know when invoices get paid, keep tabs on open invoices, and send customers reminders with a tap.
Automatic sales tax: Underlying sales tax rates are estimated based on the location information associated with each individual transaction. Additional factors that may impact sales tax rates include product type, date, and customer type. Customers need to validate tax information prior to filing their tax returns with the IRS.
Analytics Support
Analytics Support
(Standard and Advanced)
(Standard and Advanced)
Beyond categorizing transactions for posting to the general ledger, another important aspect of bookkeeping is providing analytics support. With organized books, a business can generate accurate financial reports which enables financial analysis leading to revenue optimization.
Financial reports and the resulting analytics can lead to significant opportunity. Financial analytics can help business owners identify where to allocate finite resources to increase revenue and more importantly how to increase profit margins. However, all decision are those of the business, Beacon Finance will not make recommendations for possible future courses of action.
Engagement letters articulate the terms of service that both parties agree to prior to work beginning. Once an engagement letter has been signed Beacon Finance will provide services on a month to month basis. If you deicide to take on bookkeeping yourself, change bookkeepers, hire an in house bookkeeper, or for any other reason - your QBO account will be turned over with all relevant account information.
Page updated
Report abuse