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Services

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We care about you and your business, so we strive to be available to you when you need us most. 

The Fulbright Response Guarantee means you will always get a response back to your calls or emails within 1 business day or less!

LEDGER PACKAGES

1

The Bookkeeper

Service levels & pricing are scalable based on client business size & need. 

Monthly Ledger 

  • Categorizing of income and expenses

  • Bank reconciliation

  • Credit card reconciliation

Monthly Bookkeeping Review 

  • Once per quarter - up to 30- minute check-in with your accountant to discuss the quarter’s transactions.

  • Questions, calls, and emails 

Fulbright Response Guarantee*

  • ​Response time guaranteed

 

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2

The Accountant

Service levels & pricing are scalable based on client business size & need. 

Monthly Ledger 

  • Basic input + categorizing of income and expenses

  • Bank reconciliations

  • Credit card reconciliations

  • Notes Payable reconciliations

Monthly Accounting Review 

  • Once per month - up to 30- minute check-in with your accountant to discuss the month’s transactions.

  • Questions, calls, and emails 

Payroll Processing & Quarterly Filing of Reports

  • Payroll preparation on your preferred schedule

  • Quarterly/Yearly filings

Liaison Support

  • Tax preparation liaison Services

Tax Notice Support

  • Tax notice support for provided services

Software

  • Some software expense included

Fulbright Response Guarantee*

  • Response time guaranteed

Other Services

  • Prior period clean-up  

  • Prior year catch-up

  • Business advising

  • Process evaluations

  • Process improvements

  • Software conversions

  • Specialized industry specific services

  • Software training

  • Your other business needs

3

The Controller

Service levels & pricing are scalable based on client business size & need. 

Monthly Ledger 

  • Basic input + categorizing of income and expenses

  • Bank reconciliations

  • Credit card reconciliations

  • Notes Payable reconciliations

  • Large volume categorization

  • Accounts Payable management

  • Accounts Receivable management

  • Asset Management

  • Employee support

Monthly Accounting Review 

  • Once per month - up to 30- minute check-in with your accountant to discuss the month’s transactions.

  • Questions, calls, and emails 

Controller Oversight

  • Oversight of your process & systems. Problem solving, review, conversion + implementation of new or updated processes.

  • Once per month, up to 1 hour strategy session to discuss any process, transactions or operating items

  • KPI tracking

Payroll Processing & Quarterly Filing of Reports

  • Payroll preparation on your preferred schedule

  • Quarterly/Yearly filings

  • Industry specific assistance

  • Onboarding support

  • Human Resources support

Liaison Support

  • Tax preparation liaison services

  • ​Industry consultant liaison services

Tax Notice Support

  • Tax notice support for provided services

Software

  • Most software expense included

Fulbright Response Guarantee*

  • Response time guaranteed

*The packages noted above are just an example- contact us for your personalized package.

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© 2005 by Fulbright Business Management 

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