Core Plan: Starting Out
Starting at $995/mo
Accounting Technology Consulting
Technology selection/vetting
Financial statements
Month-end “review” of financials
Accounting Services
Bookkeeping services: 4 week close
Streamlining and standardizing processes
Year End Income Tax Ready Reports
Annual Preparation of 1099 Forms
Scheduled meetings with your accountant: Quarterly
Response time: 2 business days
Select Plan: Leveling Up
Based on Need
Advisory and Consulting
Cash flow forecasting: quarterly
Projections
Financial planning and analysis
Meetings to discuss goals and outcomes of your business
Non-traditional financial reports (dashboards, analytics, etc.)
Budgeting
Scheduled meetings with your CPA: monthly
Accounting Technology Consulting
Technology selection/vetting
Technology setup and data migration: optional
Process documentation: optional
Team training – technology and processes: optional
Financial statements
Financial statement preparation
Month-end “review” of financials
Accounting Services
Bookkeeping services: 2 week close
Streamlining and standardizing processes
Periodic data analysis
Year End Income Tax Ready Reports
Annual Preparation of 1099 Forms
Scheduled meetings with your accountant: monthly
Response time: 2 business days
Bill Pay Services
Premium Plan: Fueling Rapid Growth
Based on Need
Advisory and Consulting
Cash flow forecasting: monthly
Projections
Financial planning and analysis
Meetings to discuss goals and outcomes of your business
Non-traditional financial reports (dashboards, analytics, etc.)
Budgeting
Establishing key performance indicators (KPIs)
Scheduled meetings with your CPA: unlimited
Board meetings
Accounting Technology Consulting
Technology selection/vetting
Technology setup and data migration
Process documentation
Team training – technology and processes
Financial statements
Financial statement preparation
Month-end “review” of financials
Accounting Services
Bookkeeping services: 1 week close
Streamlining and standardizing processes
Periodic data analysis
Year End Income Tax Ready Reports
Annual Preparation of 1099 Forms
Scheduled meetings with your accountant: weekly
Response time: 1 business day
Bill Pay Services