We specialize in full-service concierge bookkeeping, accounting and CFO services customized for our small and mid-size business clients.
Refer below for our four monthly subscription plans and their corresponding service coverage:
Bronze Plan
Monthly transaction categorization.
Flat Fee
Paid monthly
✓
Record and categorize transactions for company’s books and Schedule C.
✓
Monthly reconciliation of account balances.
Silver Plan
Financial statements, account reconciliations & monthly meeting.
Flat Fee
Paid monthly
✓
All services included in the Bronze plan, plus:
✓
Production of financial statements (B/S, I/S and Equity).
✓
Creation of monthly A/P and A/R aging schedules.
✓
Monthly meeting reviewing financial statements, financial status and growth opportunities.
MOST POPULAR
Gold Plan
Full service A/R and A/P management, with CFO services.
Flat Fee
Paid monthly
✓
All services included in the Silver plan, plus:
✓
Full service A/R and A/P management, with customer invoice creation and vendor payment tracking.
✓
CFO package: annual budget, budget-to-actual variance analysis, multiple year forecasts, and liquidity management.
Platinum Plan
IRS filing, customized reporting, valuation and capital services.
Flat Fee
Paid monthly
✓
All services included in the Gold plan, plus:
✓
Yearly IRS tax filing.
✓
Yearly business valuation.
✓
Assistance with capital raising for capital projects and/or expansion through acquisition.
✓
Customized ad-hoc financial reporting for enhanced business optimization.
**Payroll services can be added to any pricing package for an additional monthly fee.**
Additionally, a suite of services can be specifically bundled for customers with unique circumstances.