Services

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