Billing items for services starting soon will be created when the renewal service starts. View Services

Billed Manually

January 5, 2025

Overdue
SDR Meeting booked

$600.00

Original estimate: $600.00 per transaction

PROP-5262 - Outsourced SDR | Project 1

January 7, 2025

Overdue
Reporting services- Financial & Management reporting

$230.00

Original estimate: $230.00 per hour

PROP-0382 - Monthly Accounting Services | Accounting Services

January 7, 2025

Overdue
Accounting services - Basic Annual Accounting Services (Annual revenue up to $500K)

$150.00

Original estimate: $150.00 per hour

PROP-0655 - Monthly Accounting Services | Accounting Services

January 18, 2025

Overdue
Bookkeeping services - Bookkeeping Medium (up to 200 transactions)

$200.00

Original estimate: $200.00 per hour

PROP-0814 - Monthly Accounting Services | Accounting Services

February 5, 2025

SDR Meeting booked

$600.00

Original estimate: $600.00 per transaction

PROP-5262 - Outsourced SDR | Project 1

Amounts are Tax Exclusive

Billed Automatically
January 29, 2025

PROP-4423 - Monthly Accounting Services | Accounting Services

Bookkeeping services - Bookkeeping Medium (up to 200 transactions)
$420.00
Reporting services- Financial & Management reporting
$350.00

PROP-4518 - Monthly Accounting Services | Accounting Services

Bookkeeping services - Bookkeeping Medium (up to 200 transactions)
$420.00
Reporting services- Financial & Management reporting
$350.00

PROP-4518 - Monthly Accounting Services | Advisory Services

Advisory services - General advisory services (CFO, Tax, Health Check, compliance, other )
$500.00
Other services - Periodic Management Meetings
$165.00

PROP-0226 - Basic Bookkeeping Contract - Monthly | Project 1

Bookkeeping services - Bookkeeping Medium (up to 200 transactions)
$500.00
Accounting services - Basic Annual Accounting Services (Annual revenue up to $1M)
$600.00

PROP-0244 - Monthly Accounting Services | Accounting Services

Bookkeeping services - Bookkeeping Medium (up to 200 transactions)
$420.00
Reporting services- Financial & Management reporting
$350.00

PROP-0244 - Monthly Accounting Services | Advisory Services

Advisory services - General advisory services (CFO, Tax, Health Check, compliance, other )
$500.00
Other services - Periodic Management Meetings
$165.00

PROP-0506 - Monthly Accounting Services | Accounting Services

Bookkeeping services - Bookkeeping Medium (up to 200 transactions)
$420.00
Reporting services- Financial & Management reporting
$350.00

PROP-0506 - Monthly Accounting Services | Advisory Services

Advisory services - General advisory services (CFO, Tax, Health Check, compliance, other )
$500.00
Subtotal excl. tax
$6,010.00
Amount due
$6,010.00

Visa

••••

4242

January 30, 2025

PROP-0519 - Monthly Accounting Services | Accounting Services

Bookkeeping services - Bookkeeping Medium (up to 200 transactions)
$420.00
Reporting services- Financial & Management reporting
$350.00

PROP-0519 - Monthly Accounting Services | Advisory Services

Advisory services - General advisory services (CFO, Tax, Health Check, compliance, other )
$1,500.00
Other services - Periodic Management Meetings
$165.00
Subtotal excl. tax
$2,435.00
Amount due
$2,435.00

Payment not scheduled

January 30, 2025

PROP-0293 - Relationship Pricing Options | CFO Foresight

CFO Foresight
$2,500.00
1040
$190.40

PROP-0301 - Basic Bookkeeping Contract - Monthly | Project 1

Bookkeeping services - Bookkeeping Medium (up to 200 transactions)
$500.00

PROP-0524 - Monthly Accounting Services | Accounting Services

Bookkeeping services - Bookkeeping Medium (up to 200 transactions)
$420.00
Reporting services- Financial & Management reporting
$350.00

PROP-0524 - Monthly Accounting Services | Advisory Services

Advisory services - General advisory services (CFO, Tax, Health Check, compliance, other )
$500.00
Subtotal excl. tax
$4,460.40
Amount due
$4,460.40

Visa

••••

4242

January 31, 2025

PROP-8414 - Monthly Accounting Services | Accounting Services

Bookkeeping services - Bookkeeping Medium (up to 200 transactions)
$420.00
Reporting services- Financial & Management reporting
$350.00

PROP-8414 - Monthly Accounting Services | Advisory Services

Advisory services - General advisory services (CFO, Tax, Health Check, compliance, other )
$500.00

PROP-0530 - Monthly Accounting Services | Accounting Services

Bookkeeping services - Bookkeeping Medium (up to 200 transactions)
$420.00
Reporting services- Financial & Management reporting
$350.00

PROP-0530 - Monthly Accounting Services | Advisory Services

Advisory services - General advisory services (CFO, Tax, Health Check, compliance, other )
$500.00
Subtotal excl. tax
$2,540.00
Amount due
$2,540.00

Visa

••••

4242

February 1, 2025

PROP-1493 - CAS with options | Monthly Accounting

Bookkeeping Monthly
$945.00
Quickbooks Subscription
$50.00
Cashflow Reporting
$250.00

PROP-1493 - CAS with options | Quarterly Coaching

Quarterly Growth Coaching
$750.00

PROP-1689 - CAS with options | Monthly Accounting

Bookkeeping Monthly
$945.00
Quickbooks Subscription
$50.00
Cashflow Reporting
$250.00

PROP-1689 - CAS with options | Quarterly Coaching

Quarterly Growth Coaching
$750.00

PROP-1788 - Monthly Accounting Services | Accounting Services

Bookkeeping services - Bookkeeping Medium (up to 200 transactions)
$900.00

PROP-5830 - Future Firm - 3 options | Project 1

Silver Plan
$1,995.00

PROP-0052 - Monthly Accounting Services - 3/27 | Accounting Services

Bookkeeping services - Bookkeeping Medium (up to 200 transactions)
$420.00
Reporting services- Financial & Management reporting
$350.00
Subtotal excl. tax
$7,655.00
Amount due
$7,655.00

Visa

••••

4242

February 2, 2025

PROP-1178 - Monthly Accounting Services | Accounting Services

Bookkeeping services - Bookkeeping Medium (up to 200 transactions)
$420.00
Reporting services- Financial & Management reporting
$350.00

PROP-0055 - Basic Bookkeeping Contract - Monthly | Project 1

Bookkeeping services - Bookkeeping Medium (up to 200 transactions)
$500.00
Subtotal excl. tax
$1,270.00
Amount due
$1,270.00

Visa

••••

4242

February 3, 2025

PROP-7245 - Monthly Accounting Services | Accounting Services

Bookkeeping services - Bookkeeping Medium (up to 200 transactions)
$420.00
Reporting services- Financial & Management reporting
$350.00

PROP-7245 - Monthly Accounting Services | Advisory Services

Advisory services - General advisory services (CFO, Tax, Health Check, compliance, other )
$500.00

PROP-7254 - Client Advisory Services with 3 options | Premier (CFO Quarterly)

Premier (CFO Quarterly)
$2,000.00

PROP-0595 - Monthly Accounting Services | Accounting Services

Accounting services - Premium Review Annual Accounting Services (Annual revenue up to $1M)
$500.00
Bookkeeping services - Bookkeeping Medium (up to 200 transactions)
$420.00
Subtotal excl. tax
$4,190.00
Amount due
$4,190.00

Visa

••••

4242

February 5, 2025

PROP-5332 - Client Advisory Services with 3 options | Premier (CFO Quarterly)

Premier (CFO Quarterly)
$2,000.00

PROP-7467 - 3 Options - Tax Planning and Advisory | Advanced Strategies

Advanced Tax Strategies
$500.00

PROP-0645 - Monthly Accounting Services | Accounting Services

Bookkeeping services - Bookkeeping Medium (up to 200 transactions)
$420.00
Reporting services- Financial & Management reporting
$350.00

PROP-0645 - Monthly Accounting Services | Advisory Services

Advisory services - General advisory services (CFO, Tax, Health Check, compliance, other )
$500.00
Subtotal excl. tax
$3,770.00
Amount due
$3,770.00

Visa

••••

4242

February 5, 2025

PROP-5333 - CAS Advisory | Project 1

Advisory services - Virtual CFO Services
$4,000.00
Subtotal excl. tax
$4,000.00
Amount due
$4,000.00

Payment not scheduled

February 6, 2025

PROP-2026 - Monthly Accounting Services | Accounting Services

Bookkeeping services - Bookkeeping Medium (up to 200 transactions)
$420.00
Reporting services- Financial & Management reporting
$350.00

PROP-2026 - Monthly Accounting Services | Advisory Services

Advisory services - General advisory services (CFO, Tax, Health Check, compliance, other )
$500.00
Other services - Periodic Management Meetings
$165.00
Subtotal excl. tax
$1,435.00
Amount due
$1,435.00

Payment not scheduled

All your future client billings in one place

The client billing schedule is the place to view and modify your future client billings. The details of Billed Manually items need to be confirmed before they will create an invoice, while Billed Automatically items will automatically raise an invoice on a specific date.

FAQs

How do I create or schedule an invoice?

How do I make one-off changes to the billing schedule?

Payment methods

Client pays with

Visa

••••

4242

12/26

In UseFees Apply

Client pays 2.6% card processing fee