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Pilot Plus (+ AP weekly) Scope of Work
Deliverables
Accrual-basis bookkeeping in QuickBooks Online (QBO) updated monthly
Reconcile banks and credit cards against their statements
Categorize transactions & maintain chart of accounts
Coding of expenses by class:
Breakdown of COGS vs. Expenses
Allocation of revenue to its categories
Book deferred revenue entries
Identify and handle prepaid expenses (e.g. annual subscriptions)
Record payroll journal entries in QBO to reflect the payroll you’ve paid, reconciled against your payroll processor’s data
Monitor & reconcile expense reporting integration from an expense reporting tool
Reconcile invoices from e.g. QBO, bill.com, etc.
Capitalize and depreciate any fixed assets
Generate a monthly report which includes the Profit and Loss, Balance Sheet, and Statement of Cash Flows
Account manager will email you draft books with any questions/notes from doing the bookkeeping work, and will update books accordingly
Processing accounts payable, weekly, in bill.com (the workflow must involve bill.com ONLY)
Other notes
You’ll have a dedicated account manager that is a full-time employee, based in Pilot’s office
You can communicate with your account manager as much as you need
All the deliverables are included in the flat subscription rate (not billed hourly)
Your Pilot account manager can work closely with your tax preparer to get them the information they need to prepare your tax returns
There is no limit on the number of monthly transactions or account connections
We can provide information and recommendations about software systems (e.g. payroll, expense reporting, etc) useful in running your business
Subscription does
not
include
Payroll processing (we don’t initiate the payroll runs, for either employees or contractors)
HR management
Tax preparation (
Pilot Tax
is available at an additional charge.)
Making any tax/compliance/regulatory filings
Computation of sales tax liability (per-state or otherwise)
Preparation of 1099s
Collection of vendor W-9s
Collections/following up with customers
Subscription fee for any software products (e.g. QBO, bill.com, Expensify, Gusto, etc.)
Marking invoices as paid more than 1x/month (available at additional cost)
Let's get in touch
Our experts can help you find the right solutions. Please provide a bit of information and we’ll be in touch.
First name
Last name
Company name
Work email
Work phone
Number of employees
Select your number of employees
Self-employed
1-10 employees
11-50 employees
51-200 employees
201-500 employees
500+ employees
Industry
Select your industry
Media & Telecommunications
Technology
E-commerce
Financial Services
Health Care
Manufacturing
Non-Profit
Real Estate & Property Management
Other
Estimated annual revenue
Select estimated annual revenue
$0 (pre-revenue)
$1 - $1M
$1M - $10M
$10M - $20M
$20M - $50M
$50M+
Thank you!
We’ll be in touch via e-mail.
If you have a question, please feel free to e-mail us at
info@pilot.com
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