Plans & Pricing
Eagle and Pelican offers:
- Customizable plans.
- Predicable, flat rate pricing.
- No long-term contracts or commitments.
We believe that flat rate plans are the best way to to be your predictable and reliable partner. Flat rate plans also incentivize us to be efficient, to not waste your time, and invest in our systems and staff expertise. While we do charge an hourly rate for some limited time projects, hourly rates for routine work incentivize bad habits, out of date methods, and minimal investment in technology.
Our Plans
Organize
$
295
Monthly. No Contract.
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Dedicated Bookkeeper
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Monthly Transactions Entry
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Monthly Reconciliations
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Monthly Close Management
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Easy to Use Client Portal
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Chart of Accounts Setup or Review
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Cash or Accrual Basis
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Standard Monthly Reporting
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Annual 1099s - Tracking and Submission
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Quickbooks Online or Xero
Engage
$
595
Monthly. No Contract.
-
ALL of Organize, Plus...
-
Weekly Transactions Entry
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Tracking by Class/Division/Location
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Basic Payroll Import
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Bill.com - Setup & Client Self-Serve
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Work with your tax preparer
Manage
$
1395
Monthly. No Contract.
-
ALL of Engage, Plus...
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AR/AP Management
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Bill.com Integration + $100 Monthly Credit
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Spend Management
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Annual Budget Support + Quarterly Reviews
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Reports - Budget v Actual, Cash Projection
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Complex Payroll Import
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Limited # of Clients
Strategize
$
2495
Monthly. No Contract.
-
ALL of Manage, Plus...
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Weekly Strategy Sessions
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Monthly Reviews & Analysis
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Custom Reporting & KPIs
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Spreadsheet Tool Development
-
Very Limited # of Clients
To Fit
Custom
Recurring or One-Time
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Mix and Match Services from Previous Plans
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Recurring or One-Time Services
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Financial Records Quality Review and Cleanup
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Audit Prep
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Custom Spreadsheets Tools
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Requirements for Working with Us
- Use QuickBooks Online or Xero accounting software. We can help setup an account if you don’t have one.
- Ability to take a photo or scan paper receipts, bills, etc. and upload to client portal.
- A digital file system (i.e. Google Drive, DropBox) to share records like bank statements (we can help create this).
- Incorporated in the United States.
- A commitment to help us ensure transactions are recorded, categorized, and properly documented in a timely manner.