BOOKKEEPING
Starts at:
$500/mo
Package inclusions
- Weekly QBO Updates
- Payroll Support
- Business Tax Return Preparation (Billed Separately)
Other inclusions:
- Up to 5 account reconciliations
ACCOUNTANT
★ MOST POPULAR
Starts at:
$750/mo
Package inclusions
Everything in Bookkeeping plus:
- Business Tax Return Preparation (Included)
Other inclusions:
- Up to 8 account reconciliations
- Quarterly coaching call
CONTROLLER
Starts at:
$2,500/mo
Package inclusions
Everything in Accountant plus:
- Payroll Management
- Accounts payable management
- Accounts receivable management
Other inclusions:
- Up to 11 account reconciliations
- Monthly coaching call
- Annual budgeting prep
- Quarterly cash flow reporting
CFO
Starts at:
$5,000/mo
Package inclusions
Everything in Controller plus:
- KPI Monitoring
- Tax Planning
- Tax Projections
- Strategic Planning
Other inclusions:
- Unlimited account reconciliations
- Twice a month coaching call
- Quarterly budget prep reporting
- Monthly cash flow reporting
ACCOUNT RECONCILIATION
Up to 5
Accounts
Up to 8
Accounts
Up to 11
Accounts
Unlimited
Accounts
COACHING CALL
Billed Separately
Quarterly
Monthly
Twice a month
BUDGET
Billed Separately
Billed Separately
Annual Prep
Quarterly Reporting
CASH FLOW MANAGEMENT
Billed Separately
Billed Separately
Quarterly Reporting
Monthly Reporting