Quant Solutions Packages
Basic VerifiedNew York, NY
View Full ProfilePackages we offer:
Monthly Bookkeeping & Financial Reporting Service
Professional monthly bookkeeping services including transaction coding, reconciliations, and timely financial reporting. We manage your day-to-day financial operations so you can focus on growing your business, with reports delivered by the 15th of each month.
| Features |
Small $650 /moPre-rev & companies less than $500k in annual rev |
Medium $1,500 /moCompanies over $1M in annual rev |
Large $4,000 /moCompanies over $3M in annual rev |
|---|---|---|---|
|
Monthly Transaction Coding |
|||
|
Bank Account Reconciliations |
|||
|
Standard Month End Reports |
|||
|
3rd Party Platform integrations |
|||
|
Multiple Account Managmeent |
|||
|
Email Support |
|||
|
Quarterly Business Reviews |
– |
||
|
Custom Financial Reporting |
– |
||
|
Budget vs Actual Reporting |
– |
||
|
Cash Flow Analysis |
– |
||
|
Variance Analysis & Insights |
– |
||
|
Priority Support (same-day response) |
– |
||
|
Dedicated Account Manager |
– |
||
|
Weekly Financial Check-ins |
– |
– |
|
|
Advanced Multi-Platform Integrations |
– |
– |
|
Small $650 /moPre-rev & companies less than $500k in annual rev |
|
|---|---|
|
Monthly Transaction Coding |
|
|
Bank Account Reconciliations |
|
|
Standard Month End Reports |
|
|
3rd Party Platform integrations |
|
|
Multiple Account Managmeent |
|
|
Email Support |
|
|
Quarterly Business Reviews |
– |
|
Custom Financial Reporting |
– |
|
Budget vs Actual Reporting |
– |
|
Cash Flow Analysis |
– |
|
Variance Analysis & Insights |
– |
|
Priority Support (same-day response) |
– |
|
Dedicated Account Manager |
– |
|
Weekly Financial Check-ins |
– |
|
Advanced Multi-Platform Integrations |
– |
|
Medium $1,500 /moCompanies over $1M in annual rev |
|
|---|---|
|
Monthly Transaction Coding |
|
|
Bank Account Reconciliations |
|
|
Standard Month End Reports |
|
|
3rd Party Platform integrations |
|
|
Multiple Account Managmeent |
|
|
Email Support |
|
|
Quarterly Business Reviews |
|
|
Custom Financial Reporting |
|
|
Budget vs Actual Reporting |
|
|
Cash Flow Analysis |
|
|
Variance Analysis & Insights |
|
|
Priority Support (same-day response) |
|
|
Dedicated Account Manager |
|
|
Weekly Financial Check-ins |
– |
|
Advanced Multi-Platform Integrations |
– |
|
Large $4,000 /moCompanies over $3M in annual rev |
|
|---|---|
|
Monthly Transaction Coding |
|
|
Bank Account Reconciliations |
|
|
Standard Month End Reports |
|
|
3rd Party Platform integrations |
|
|
Multiple Account Managmeent |
|
|
Email Support |
|
|
Quarterly Business Reviews |
|
|
Custom Financial Reporting |
|
|
Budget vs Actual Reporting |
|
|
Cash Flow Analysis |
|
|
Variance Analysis & Insights |
|
|
Priority Support (same-day response) |
|
|
Dedicated Account Manager |
|
|
Weekly Financial Check-ins |
|
|
Advanced Multi-Platform Integrations |