The Basic is the stabilization package to ensure financials are current and accurate for tax preparation and proper reporting as applicable.
Includes:
-
Customized Chart of Accounts
-
Monthly Bookkeeping & Closing Books
-
Financial Reports (Income Statement, Balance Sheet, and Cash Flow Statement
-
Reconciliations (Banks/Credit Cards) up to 6 Accounts
-
24/7 Support (Email)
-
Monthly Accounting Software Subscription and Support
-
Quarterly Strategy Session with Leadership
The Standard is the best value package as it creates a financial management system which promotes planning, monitoring and strategic management of resources.
Includes:
-
The Basic Package PLUS...
-
Tax Planning and Preparedness with Tax Filing based on Business Structure
-
Customized Financial Reports with Commentary
-
Revenue (Accounts Receivable) and Expense (Accounts Payable) Analysis
-
Monthly Subscription (and Support) to Small Business Accounting Software with Payroll (up to 10 employees and contractors) plus Tax Filing as applicable
The Special is the Part-Time CFO package it is the most cost-effective way to partner on the financial management component of the business especially during periods of transition or significant growth.
Includes:
-
The Standard Package PLUS...
-
Ad Hoc and Custom Reporting
-
Monthly Strategy Sessions with Leadership
-
Monthly Budget Review with Quarterly Adjustments
-
Quarterly SWOT Analysis - Business Optimization
-
Quarterly Fraud Check-Up and Risk Assessment
The Commissioned is the custom-made package designed to meet the specific and immediate needs of our Clients. Pricing is determined by the value-adding services provided.
Options:
-
Catch-Up Services (bring financials (books) current)
-
Correct and Reconcile Financials (Books)
-
Monthly Bookkeeping & Closing Books
-
Unfiled Tax Returns
-
Payroll Services: Employee(s) and Contractor(s)
-
Customer/Client & Vendor Management
-
Fraud Investigation and Assessment
-
Financial Matters Resource and Advisor
-
Financial Matters Trainer and Speaker