SERVICE PACKAGES

Financial reporting designed to help you manage your business.

Tier 1 – Bookkeeping

  • 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
  • General ledger and reconciliation maintenance (monthly)
  • Live access to QuickBooks Online for reporting retrieval.

Tier 2 – Controllership

  • Everything in Tier 1
  • GL and reconciliation maintenance now weekly.
  • Weekly cash flow maintenance, reporting, and review video
    • Drives bill pay maintenance.
  • Real Time Financial Information (cash basis daily, accrual basis weekly)
  • Monthly financial reports with video overview and Q&A call option
  • Cash Flow forecasting
  • AR monitoring and bad debt expense mitigation

Tier 3 – CFO Lite

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

CONTACT US

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

Check out all of the financial services we offer, tailored to suit your business and help you grow here.

Why not book a free 1-hour consultation session with our experts and let’s discuss your business? It’s free! Let’s show you how you can improve your business by outsourcing accounting to the right team.