Financial Momentum Weekly

“Stay cash-aware and confident every week.”

If you're ready to enhance your bookkeeping and accounting services and need to keep your numbers current for informed business decisions, this program is an excellent starting point. Designed for growing businesses with 1 to 6 checking and/or credit card accounts and approximately 80 transactions per month, it suits savvy companies that need to pay vendors weekly, might be considering payroll, and require monthly and annual financial reports to prepare for taxes and gain insights throughout the week, month, and year. Additional transactions and bank or credit card accounts can be included for an extra fee or a change order invoice as your service needs grow. Begin here and upgrade to our more comprehensive programs later as your support requirements increase. Since you have enough on your plate running a business, let our experienced team of professionals take the bookkeeping & accounting responsibility off your plate.

Your Business, Tuned and Tracked Every Week. Perfect for growing companies that want weekly precision, proactive support, and continuous insight into their business performance.

■ Weekly Clarity and Control

Get professional accounting support every week — not just monthly — so your numbers are always current and decision-ready.

Includes: Weekly Bookkeeping & Accountant Review

■ Advanced Accounting for Real-World Insight

Shift from basic cash reports to hybrid or accrual accounting for more accurate visibility into revenue, expenses, and performance.

Includes: Hybrid Cash-Modified or Accrual-Basis Accounting

■ A Dedicated Financial Team Behind You

Your bookkeeper, accountant, and specialist clerks collaborate weekly to manage payables, payroll, and compliance — so nothing slips through the cracks.

Includes: Dedicated Bookkeeper, Payroll Clerk, AP Clerk, Sales Tax Clerk

■ Proactive Oversight and Expert Review

Your accountant reviews your books weekly, ensuring accuracy, compliance, and timely course-correction when needed.

Includes: Accountant Review Manager + Weekly Reconciliation

■ Systemized, Secure Operations

Your portal, document automation, and audit-ready documentation make financial management effortless.

Includes: Qount Client Portal + HubDoc Integration + Document Attachment in QuickBooks

■ Performance Visibility You Can Act On

Weekly reports and categorized tracking give you actionable insight into trends, profitability, and cash flow.

Includes: Class Tracking + Financial Reports + Month-End Financials

■ Built for Scaling Businesses

Ideal for companies managing up to six accounts, two sales channels, and between $300K–$600K in annual revenue.

Includes: Up to 6 Bank or Credit Card Accounts + Up to 2 E-Commerce Channels

Pricing

$1,495 Monthly / $345 Weekly (service done Weekly)

We do the work weekly, but we charge for the service Monthly or Weekly. You can either pay $1,495 on the 1st of each month to receive the services below for that month, or pay $345 weekly on Mondays.

This program is the annual value of $17,940. Less than hiring 1 part-time person.

The reason we can offer such a good price for this level of work is due to the systems we implement that allow the process to stay streamlined. Following ABBL’s methodology is where the savings comes in.

We offer a 10% discount off the annual total if a 1 year commitment is made.

Features on Pricing Table on Website

Services Included in the Gold Weekly Program:

• Bookkeeping Done Weekly

  • Posting all transactions and receipt paperwork received each week and matching to bank feed transactions. Ensuring all transactions are posted before any weekly reporting goes out. Day of week is typically Wednesday. We will get month end reports done by 15th of the month. Full details on this feature here.

    
    

• HYBRID CASH MODIFIED OR ACCRUAL BASIS Accounting

  • Hybrid Cash Modified lets you track AR and AP during the year while preparing year-end financials on either a cash or accrual basis, depending on how you file. This method gives growing businesses more complete and professional financial reporting.Full details on this feature here.

    
    

• Team Support

Our Gold Weekly services include Payroll, AP Billing, and Sales Tax Support specialist as part of your team!

• Financial Update Reports sent out Weekly & Month-End Financials (done by 15th in Gold)

  • Automated weekly reports can be emailed to you and your team with updated numbers. Month-end reports include core financial statements and key supporting reports such as Profit & Loss, Balance Sheet, AR and AP aging, open invoices, unpaid bills, sales and expense summaries, General Ledger, and reconciliation reports. Detailed AR tracking services are available as add-ons if needed. Full details on this feature here.

    
    

• Bank, Credit Cards, & Loan accounts reconciled (only 6 included in Gold)

  • Up to 6 bank and credit card accounts are included in the Gold program for transaction posting and monthly reconciliation in QuickBooks Online. Additional accounts are billed separately. Discounts may apply when statement access is provided or statements are uploaded on time. Full details on this feature here.

• 80 Transactions per month Included

  • 80 Transactions per month are included in this program. These include transactions like expenses, deposits, journal entries, invoices, bills, etc. This is based in your average transactions over 90 days. If your average total transactions exceed 80 per month, then we may need to include additional transaction add-on fees to cover the additional transactions if they result in additional complexity in your accounting. Full details here.

    
    

• Ideal for businesses doing Gross Sales at $300,001 to $600,000

  • This is the ideal program for companies that want to grow and need to delegate more to their back office. Even if you are not at these gross sales figures or transactions this still could be the right fit for you. Full details here.

    
    

• 1 hour per Week of Live Remote Video Support in Gold Program

  • You may book up to 1 hour per week of live video meetings with our team to go over your financials, AP, Payroll, Sales Tax, Growth Strategy, month-end financial and year-to-date financial review, year-end tax planning, payroll needs, or other business concerns that are within the scope of your engagement. Full details here.

    
    

• 1099 filings - Up to 5 included each year

  • 1099 compliance is included in your bookkeeping. We track eligible vendors, collect W-9s, prepare forms for approval, then e-file and securely send them to vendors. The Gold plan includes up to 5 federal 1099 filings, with additional filings billed separately. Full details here.

    
    

• 1099 Vendor Review

  • Each month, our internal team carefully reviews your vendor payments to identify those who are new and may need a W9 on file before yearend. This means checking which vendors have been paid more than $600 year-to-date, excluding corporations, banks, and government entities that are not subject to 1099 reporting. This ongoing review helps catch any vendors who meet the IRS 1099 reporting requirement criteria early, so you can avoid last-minute scrambling at year-end. It also ensures your vendor information is complete and up to date, which is essential for accurate tax filings. Full details here. 

    
    

• Yearend Fixed Asset Review

  • Fixed Asset Management & Year-End Readiness Coordination 

    
    

This service covers the ongoing work needed to keep your fixed assets organized and audit-ready throughout the year, including tracking asset additions, conducting periodic reviews of the asset register, coordinating with your CPA on depreciation, and ensuring a clean handoff for tax preparation. It does not include major cleanup projects, catch-up work, or rebuilding schedules from scratch. Any initial fixed asset setup, cleanup of disorganized asset lists, historical reconstruction, depreciation recalculations, or disposal corrections from prior years are always treated as add-on services — and for good reason: unlike routine maintenance, this type of work is highly unpredictable, requires significant judgment and CPA coordination, and can range anywhere from one hour to fifteen depending on the state of your records. Full details here. 

• 6 hours per week of remote bookkeeping support by the team in the Gold program

  • This service offers 24 hours per month (6 hours per week) of flexible bookkeeping support that is included in your selected packaged ongoing subscription service. 

  • These hours are conducted remotely to accommodate your business needs. Additional hours worked over these included limits will be charged out as a change order per the rate included in your proposal and contract/engagement agreement. If not specified elsewhere, the rate for the bookkeeper's effort will be charged out at $75 per hour over these included limits.

    
    

• 28 hours of total effort are included in the scope for monthly work.

  • After 28 hours we will ask if we should pause service or send a change order to keep going at an hourly rate. Unless stated otherwise, Bookkeeper hours are charged at the rate of $75 per hour and Advisory Principal Accountant time is charged out at $150 per hour. 

    
    

• Weekly Response time to messages in the client portal in the Gold Program

  • We will acknowledge your message promptly in the client portal, with follow-up solutions provided as needed within up to one week. You may also schedule a weekly 1-hour Zoom meeting to discuss your financials. If you prefer to communicate by email, the Email Communications Add-On is available with signed liability terms. Full details here.

• Value Builder Self-Service Program

  • Get Access to the Value Builder Online Self Service Program modules and go at your own pace to build more value and set goals for your success. Get a complimentary annual business valuation and 1-hour review of your report. Full details here.

    
    

• Up to 2 e-commerce sales channels

  • Up to 2X e-commerce sales channels can be integrated with QuickBooks, including platforms such as Shopify, Square, Stripe, Amazon, PayPal, WooCommerce, and Braintree. A customized import tool is included in your service, and we tailor each connection to fit your business needs. Full details here.

    
    

• Customer Check Payments & Deposits matching to open invoices

  • We will match customer payments to existing invoices in QuickBooks and let you know if any payments cannot be applied. Invoice entry is not included. For full Accounts Receivable support, including invoice creation, please select the AR Add-On. Full details here.

    
    

• Sales Tax Filing 1 State

  • The Gold Program includes Sales Tax Filing support for one (1) state, providing structured assistance with annual sales tax reporting and filing. This feature is designed for businesses that want support preparing and submitting their sales tax return—while maintaining control over payment execution. Full details here.

    
    

• Payroll Manual

  • This is provided as a resource for reference on how to work with our team to run payroll and things you should be aware of for compliance. In the Gold weekly program we will charge for the cost of any payroll software that is needed, but we will also help you do a basic set up and basic processing of salary payrolls. This is good if payroll needs are basic and no hourly calculations are needed. Full details here.

    
    

• Accounts Payable Basic Service

  • Our Gold weekly package includes basic Accounts Payable bill pay service, with up to 8 bills entered per month and up to 3 line item splits each. Additional bills or splits are billed separately. An approvals workflow is not included but can be added if needed, with pricing based on the bill pay tool selected. Full details here.

    
    

• Sales Tax Tracking Assistance

  • We will work with you to ensure your products and services are set up to track Sales Tax via QuickBooks and can be reported by address to the correct government authorities annually. If Quarterly reporting is needed, and or multiple ecommerce sales tax reporting can be added on. Full details here.

    
    

• Payroll Basic Salary Only (Premium Tier 2)

  • Our Tier 2 Gold Payroll services can help you get started with your small team up to 3 staff, included in your Gold Program. This is a Salary only program without any complexity around benefits or deductions tracking. However, add-on customizations can be included to accommodate your growing needs. More staff can be added for a per employee add-on fee. Full details here.

    
    

• Custom Forms for business management

  • You will receive custom forms for key business needs, including an Expense Reimbursement Form, New Vendor Agreement and W-9 Request, Payroll Status Change Form, New Hire Forms, and a secure Bank or Credit Card Information Request Form. Links to these forms will be stored in the Vault area of your client portal for quick access. Full details here.

• Client Portal online

  • Your client portal, powered by Qount for A Bigger Bottom Line, gives you a secure place to message our team, send quick SMS questions, manage To Do’s, access documents, complete eSignatures, use the shared access vault, and view billing updates. It also provides mobile access and organized support to keep your information secure and year-end ready. Full details here.

    
    

• Client Training Hub & Client Accounting Manual

  • Our Client Training Hub and Client Accounting Manual are resources we give all clients to allow for a smooth onboarding process with us while also providing many resources to help your business stay efficient and in compliance! Full details here.

    
    

• Provide Year-End Financials to your Tax Preparer or CPA

  • Your year-end financials will be completed in late February on your tax filing basis. After your approval, we will close the books and send the finalized reports to your CPA or tax preparer. If adjusting entries are needed, we can reopen the books, post the entries, and close them again so your financials tie to your tax return. Full details here.

    
    

• Reconcile Bank, Credit Card, and Loan accounts monthly to statements provided

  • As part of our Professional Accounting Services, we reconcile your bank and credit card accounts each month and prepare standard financial statements. We also review bank feeds weekly to keep your books aligned with live balances, then complete a formal month-end reconciliation against your statements to confirm accuracy and prevent errors over time. Full details here.

    
    

• HubDoc Subscription included

  • HubDoc subscription included to fetch statements, forward email receipts, and upload documents for remote bookkeeping. HubDoc is a 3rd party software that you will have access to in order to securely forward up your paperwork. Full details here.

    
    

• Attach all source documents and receipts received to transactions for reference. Posted weekly in the Gold program. 

  • Sync Receipts, Bills, and Check Images to each QuickBooks transaction from paperwork sent to HubDoc or uploaded to the client portal. This way, your transactions in QuickBooks are always backed up with their source document for reference. Full details here.

    
    

• Initial 1st time Clean Up / Set Up project Discounted by 60% if WEEKLY GOLD Ongoing services are chosen for a 2 month minimum commitment

  • Special Offer:  Receive 60% off your one-time cleanup or setup project when you enroll in Weekly Gold ongoing services with a 2-month minimum commitment. This includes cleanup or setup, error correction, reconciliations, chart of accounts structuring, and organized financials ready for weekly service. Full details here.

    
    

• QuickBooks Online Essentials Software Requirement

  • ABBL requires QuickBooks Online for its services. Gold requires QuickBooks Essentials or higher, though Plus is often the better fit. QuickBooks Online is not included in ABBL’s service fees and may be paid directly by the client or included in monthly billing through ABBL. A 30% lifetime software discount may be available if ABBL sets up your file. Full details here.

Book a Free Consultation to get your exact pricing for this program and any other additional services you may need.

Click here to see our Pricing comparison table.

OnGoing Bookkeeping Services

How it Works

Can not be combined with a CashFlow Advisory service. Must upgrade to Daily or Weekly bookkeeping in order to receive CashFlow Advisory support.

Can be combined with Budgeting advisory services which are performed quarterly after the books are finalized. 

This is NOT a daily bookkeeping program. This is an annual program which means Transactions will accrue during the YEAR and will be posted and or reconciled ONCE a YEAR before the annual basic financials are posted in the client portal for review. This means your books will be up-to-date only ONE day each year (the day you receive your annual financials for the previous year). If you need your transactions posted daily please choose the Platinum program. If you need them posted weekly please choose the Gold Weekly program, if needed monthly please choose the Bronze program.*

This program does NOT include any annual Income Tax Filing Services for 1040, 1065, or 1120 tax forms. Your outside CPA or Enrolled agent will be responsible for your income tax returns and you will be billed separately from A Bigger Bottom Line for any income tax preparation and filings. You are required to pay for and handle all your own payroll taxes. We can help you send 1099’s at year-end using QuickBooks for an additional fee per 1099. We will work with your designated CPA to provide year-end financial statements and or access to your QuickBooks Online file for review.******