ACKAGED
SERVICES
P
THE CONTROLLER
The total package! An experienced Controller at your fingertips. Strategic business guidance, tax planning & wealth building.
includes
STARTING AT
$2,500
COMPREHENSIVE ACCOUNTING/BOOKKEEPING
MONTHLY FINANCIAL STATEMENTS & FINANCIAL REPORTING
PAYROLL SUPPORT
budget preparation & tracking
monthly Financial / business strategy meetings
BOOK a call
p/mo
the tax suite:
- Business & Personal Tax Returns (forms 1040, 1065, 1120s, 1120)
- Quarterly Tax Estimates
- Year-round Strategic Tax Planning
- Sales Tax Filing (if applicable)
- IRS Account Monitoring
Quickbooks app integration & system streamlining
unlimited communication in our secure portal
Nothing basic about it. Gain better insights into your business with customized financial reporting & expert guidance.
THE CFO
The Crème de la crème. For proactive CEOs looking towards the future.
includes
STARTING AT
$4,000
COMPREHENSIVE ACCOUNTING/BOOKKEEPING
MONTHLY FINANCIAL STATEMENTS & FINANCIAL REPORTING
PAYROLL SUPPORT
QUICKBOOKS APP INTEGRATION & SYSTEM STREAMLINING
BUDGET PREPARATION & TRACKING
BOOK a call
p/mo
FINANCIAL / BUSINESS STRATEGY MEETINGS
fp&A, kpi tracking & rolling forecasts
Tactical cash flow management
THE TAX SUITE:
- Business & Personal Tax Returns (forms 1040, 1065, 1120s, 1120)
- Quarterly Tax Estimates
- Year-round Strategic Tax Planning
- Sales Tax Filing (if applicable)
- IRS Account Monitoring
unlimited communication in our secure portal or by phone
up to 4x per month
It all starts with a discovery call
We'll have an initial consultation to learn about your business operations, needs and goals. During the call, we'll dive deeper into our services & how we work to see if if we'd be a good fit to work together.
01
How OUR process works
Service Agreement
Once we've agreed upon the initial terms, you'll be invited to our secure communication portal where you'll find a formal service agreement for your review and signing. We do not believe in locking clients into long term agreements as our work and impact speaks for itself. All packages are month-to-month, recurring. Cancel anytime!
03
Onboarding / Kick-off
Welcome to the team! At this point, you would have received a welcome packet. We'll have an official kick-off / strategy meeting and begin services.
04
work with us
If we determine we're a good fit to move forward, you'll invite us to your Accounting system so we can perform an assessment of your books. After completing the assessment, we'll provide you with a report of our findings and a fixed quote for services (and pre-cleanup if needed)
