We are BEAM
Ideal Numbers
A Team
Our staff of professionals takes ownership for the success of our clients.
Committed
Your numbers are our priority.
To Success
And your success our continuous goal.
SERVICE PACKAGES
Custom
Bookkeeping Packages
QB ONLINE SUBSCRIPTION
BOOKKEEPING
FINANCIAL REPORTS
REVIEW MEETING
YR END REPORTS FOR TAX SEASON
CLOUD DOCUMENT STORAGE
BASIC QB TRAINING
CLASS TRACKING
BUDGETING
ACCOUNTS PAYABLE
Starter
Starting at $149/m
Essential
Quarterly
Quarterly
Profit & Loss + Balance
Sheet
Quarterly
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Pro
Starting at $349/m
Plus
Monthly
Monthly
Profit & Loss + Balance
Sheet
+ 1 Custom Report
Monthly
√
√
√
√
Quarterly
Premium
Starting at $469/m
Plus
Monthly
Monthly
Profit & Loss +
Balance Sheet
+ 2 Custom Reports
Monthly
√
√
√
√
Monthly
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***QBO SUBSCRIPTION
***BOOKKEEPING
***FINANCIAL REPORTS
***REVIEW MEETING
***CLOUD DOCUMENT STORAGE
***BASIC QB TRAINING
***CLASS TRACKING
***BUDGETING
***ACCOUNTS PAYABLE
Additional Explanation of Services:
We pay and maintain your QuickBooks Online subscription
Includes inputting and categorizing all transactions and monthly bank reconciliations
The custom reports can be anything from tracking expenses by vendor, list of uncleared checks, etc.
Quarterly or monthly advisory meeting to review & revise budgets, analyze reports, etc.
We store all the documents and files in the cloud so you don’t have to paper file them
Training tutorial on how to perform basic functions on QuickBooks (ex: write checks, invoices, estimates, etc.)
Tracking expenses between departments (production vs marketing), accompanied with customized reports
Assistance with setup of budget and recurring reports comparing budget vs actual
Processing bills and paying vendors while managing cash flow (includes cost of postage)