Monthly Services

At Hart & Associates, your goals and needs shape our work. Through the formation of a supportive partnership, you are free to focus on growing your businesses and engaging your strengths.

Tools used include:
  • Cloud-based accounting software
  • Receipt and document management software
  • Online accounts payable software with review and approval functionality
  • Secure email (as needed)
  • Cloud-based storage systems

Preferred Package:
Our Preferred Package is a complete solution for businesses looking to outsource their accounting needs. This package is our most comprehensive package and includes:
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  • Bank and credit card feeds updated weekly* (requires QBO compatible financial institution**)
  • Monthly reconciliations for bank and credit card accounts 
  • Accounts Payable - vendor payments processed weekly via online accounts payable software - includes bill entry, approvals and payment processing 
  • Accounts Receivable - client invoicing and application of client payments received
  • Weekly Accounts Payable and Accounts Receivables reports
  • Monthly Balance Sheet and Profit & Loss statements for internal use
  • Monthly advisory meeting
  • Web conference, e-mail and phone support 
  • QuickBooks Online subscription
  • Document management portal
  • Receipt management portal
  • CPA interactions if needed
  • Four hours of additional support as needed

Please contact us to discuss your specific situation and pricing.

*Option to update feeds more than weekly - please discuss this need with us during our initial consultation if desired
**If current financial institution is not QBO compatible, we will discuss what option(s) may be available
Please note: A one-time set-up charge equal to 50% of the monthly pricing will apply to the first month's invoice

Pro Package:

Most Popular!
Includes everything in the Preferred Package EXCEPT:
  • Bank and credit card feeds updated bi-weekly instead of weekly
  • Accounts Receivables not included* 
  • Monthly Accounts Payable and Accounts Receivables reports instead of weekly
  • Web conference support not included
  • Advisory meeting held quarterly instead of monthly
  • Two hours of additional support instead of four

Please contact us to discuss your specific situation and pricing.
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*Option to add Accounts Receivables if needed - please ask about this option if needed
Please note: A one-time set-up charge equal to 50% of the monthly pricing will apply to the first month's invoice

Basic Package:
Includes everything in the Preferred Package EXCEPT:
  • Bank and credit card feeds updated monthly instead of weekly
  • Accounts Payable not included
  • Accounts Receivables not included
  • Web conference support not included
  • Accounts Payable and Accounts Receivables reports not included
  • Advisory meeting held quarterly instead of monthly
  • Receipt management portal not included
  • QuickBooks Online subscription not included*
  • CPA interactions not included
  • Additional support not included**

Please contact us to discuss your specific situation and pricing.​

*Option to add a discounted QBO subscription if needed - please ask about this option 
**Additional support may be purchased separately by selecting one of our support packages
​Please note: A one-time set-up charge equal to 50% of the monthly pricing will apply to the first month's invoice

Add On Options:
Please contact us to discuss adding one or more of the following services to any of the above packages:
  • Initial company file set up (QBO or QuickBooks Desktop)
  • Payroll
  • 1099 processing
  • Discounted QBO subscriptions
  • Discounted QuickBooks Desktop or Enterprise software
  • Integrated merchant services
  • Sales Tax reporting
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If you need a service or solution not included in the monthly service packages or the Add On Options, please contact us to discuss how we might help.