01 - Platinum Daily Ongoing Bookkeeping Services
- Andria Radmacher
- Apr 16
- 10 min read
Updated: Apr 18
If you're prepared to enhance your bookkeeping and accounting services and need to keep your financial data current to inform business decisions, THIS IS YOUR PROGRAM! This service is tailored for expanding businesses with 1 to unlimited checking and/or credit card accounts that have around 200 transactions per month, or Gross Sales per year between $600,001 to $3 million +. Ideal clients are often savvy companies that need to generate and follow up on customer invoices weekly, pay vendors weekly, may be considering payroll, have job costing or sales tax requirements, and need to receive monthly and annual financial statements to be ready for taxes and gain insights throughout the day, week, month, and year. Additional transactions and bank or credit card accounts can be included for an extra fee or through a change order invoice as your service needs grow. You can begin with this program and later upgrade to our more comprehensive offerings as your support requirements increase. Since you have enough on your plate running a business, let our experienced team of professionals handle the bookkeeping & accounting responsibilities for you.
Services Included in the Platinum Daily Program:
Everything in the Gold Weekly & Bronze Monthly Program, plus below services.
DAILY REAL-TIME Bookkeeping
Accrual Basis Accounting included (and or Cash / Cash Modified if desired)
Team Support & CFO Advisor
Financial Update Reports Customized and Sent Daily, Weekly, & Monthly. Financials are reconciled and reported Monthly by 10th of the following month
Financial Reporting Done Monthly and Annually, Updates sent daily & weekly
200 Transactions Per Month included
Unlimited Bank or Credit Card Accounts
Daily response time to messages in the client portal and 4 hours per month of Live Remote Support Meetings via Zoom.
Unlimited e-commerce sales channels
Job Costing
Class Tracking
CashFlow Position Update
Accounts Receivable Add-On Services Included
Accounts Payable Add On FULL SERVICE Included
Sales Tax Tracking & Reporting - One State - FULL SERVICE
Financial Guidance, Consulting, and Feedback
Client portal online
Provide Year End Financials to your Tax Preparer or CPA by February 10th following year-end
Reconcile Bank & Credit Card Accounts Monthly to statements (Daily to bank feeds)
HubDoc subscription included
Attachment of all source documents and receipts received to transactions for reference. Posted Daily.
90% Discount on Clean Up / Set Up Project
Change Orders for Out of Scope Requests
Pricing for this service starts at about $691 per week or $2,995 per month
Book a Free Consultation to get your exact pricing for this program and any other additional services you may need.
Click here to see our Pricing comparison table.
Can not be combined with a CashFlow Advisory service. Must upgrade to Daily or Weekly bookkeeping in order to receive CashFlow Advisory support.
Can be combined with Budgeting advisory services which are performed quarterly after the books are finalized.
This is NOT a daily bookkeeping program. This is an annual program which means Transactions will accrue during the YEAR and will be posted and or reconciled ONCE a YEAR before the annual basic financials are posted in the client portal for review. This means your books will be up-to-date only ONE day each year (the day you receive your annual financials for the previous year). If you need your transactions posted daily please choose the Platinum program. If you need them posted weekly please choose the Gold Weekly program, if needed monthly please choose the Bronze program.*
This program does NOT include any annual Income Tax Filing Services for 1040, 1065, or 1120 tax forms. Your outside CPA or Enrolled agent will be responsible for your income tax returns and you will be billed separately from A Bigger Bottom Line for any income tax preparation and filings. You are required to pay for and handle all your own payroll taxes. We can help you send 1099’s at year-end using QuickBooks for an additional fee per 1099. We will work with your designated CPA to provide year-end financial statements and or access to your QuickBooks Online file for review.******
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