(From Canopy Demo Template Content )
Below is the complete service-item catalog for use in engagements, packaging, pricing, and automation.
AP/AR Management
Proposal Description: Manage AP/AR cycles—bill processing, vendor payments, customer invoicing, collections.
Rate: $2,000/mo
Task Templates: AP/AR Cycle Review, AP/AR Aging Reconciliation
Terms: Up to 30 AP bills + 30 AR invoices; extras $3/item. Client must submit docs within 3 days.
Bank Feed Monitoring
Description: Daily feed monitoring, rule maintenance, categorization checks.
Rate: $250/mo
Task Templates: Bank Feed Health Check, Bank Rule Maintenance
Terms: Client must update MFA when prompted.
Business Dashboards & Cashflow Monitoring
Rate: $1,250/mo
Task Templates: Quarterly Financial Report, Cashflow Dashboard Update
Terms: Dashboards updated quarterly; mid-cycle updates $150 each.
Business Tax Return
Rate: $500/year
Task Templates: Annual Tax Prep Checklist, Year-End Document Request
Terms: Additional state filings billed separately.
Monthly Bookkeeping & Reconciliation
Rate: $750/mo
Task Templates: Month-End Close, Request Client Account Access
Terms: Includes 3 bank + 2 CC accounts; extras $150/account.
Monthly Financial Reporting & Insights
Rate: $900/mo
Task Templates: Monthly Client Financial Review Meeting (MBR), Financial Package Assembly
Terms: Delivered by the 15th if docs received timely; includes 30-min advisory.
Payroll Processing & Filings
Rate: $350/mo
Task Templates: Bi-weekly Payroll, Quarterly Payroll Filings
Terms: Payroll data required 2 business days before run.
Quarterly Strategic Advisory
Rate: $3,000/qtr
Task Templates: Quarterly Forecast Modeling, Strategic Review Session
Terms: Inputs required 7 days before meeting.
Weekly Bookkeeping
Rate: $2,000/mo
Task Templates: Weekly Bookkeeping, Weekly Review & Adjustments
Terms: Requires timely uploads; missing items may delay cadence.