Accounting Services Packages

Financial Reporting and Advising Services Tailored to Your Business

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No two businesses are exactly alike, and your accounting needs are unique to your industry and situation. Maybe you constantly feel like you’re being pulled in every direction, and you need someone to help pick up some of the slack. Or you might have difficulty understanding your financial records and need advice to make sound business decisions and forecast into the future. 

Our accounting packages are customized to your business. When you work with us, we’ll start by digging deep into your financials. We evaluate what financial information you’re tracking well and identify areas of improvement. Together, we’ll discuss your overall business goals and identify what outsourced bookkeeping and accounting services will best help you reach a place of financial security and growth. 

We value your trust and handle your financials with complete integrity and discretion. All of our packages come with a fixed fee agreement and a money back guarantee, so you can place full confidence in our expertise. 

Not sure which package is right for you? 

Tier 1 – Bookkeeping

Reduce costly errors and save time and money by outsourcing your bookkeeping. We’ll take over your QuickBooks, handling bill maintenance, payroll, and more. 

  • Fixed Fee Agreement
  • Money Back Guarantee
  • Vendor bills and expense processing (Accounts Payable)
    • Bill pay maintenance based on client approvals
  • Sales and receipts processing (Accounts Receivable or POS input)
  • Payroll processing and payroll tax filings
    • Or payroll transaction data input if outside payroll service
  • Bank account, credit card and general ledger reconciliation maintenance (monthly)
  • Live access to QuickBooks for financial reporting retrieval.

Tier 2 – Controllership

Want to gain more insight into your business’s financial information? Dive deep into your business’s cash flow with comprehensive reporting and monthly check-ins. 

  • Everything in Tier 1
  • Bank account & credit card reconciliation maintenance now weekly.
  • Weekly cash flow maintenance reporting and review 
    • Drives bill pay maintenance.
    • No cash disbursements without approval.
  • Real Time Financial Information (cash basis daily, accrual basis monthly)
  • Monthly financial reports with video overview and Q&A call option
  • Optional AR monitoring and bad debt expense mitigation

Tier 3 – CFO Lite

Want to dig deeper into your business’s financial health and explore avenues for growth? We’ll help you identify your KPIs, create your forecast plan, and help you take control of your finances. 

  • Everything in Tier 2
  • Strategic Financial Planning
    • Balance sheet & income statement forecasting
    • What if scenarios
    • Actual vs Plan monitoring
  • Monthly review of actual vs forecast plan.
  • Monthly KPI monitoring & discussion.
  • Virtual attendance at key team meetings regarding finances and operations.

TEAM UP WITH US

Are you searching for an accounting team that cares about your business and wants the best for you?

Our financial services are tailored to your business so you can experience measurable growth. It all starts with a conversation.