Management Accounting Solutions
Standard *Diagnostic review of books required prior to start of service
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Bi-Monthly Transaction Postings
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Unlimited Transactions
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Unlimited Bank Accounts
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Monthly Reconciliation
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Monthly Financials (Balance Sheet, Profit & Loss Statement, Statement of Cash Flows)
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Access to Secured Portal to upload and manage documents
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Unlimited email communication
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45-Minute Quarterly Financial Overview Meeting
Premium *Diagnostic review of books required prior to start of service
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Includes everything in Standard services
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Weekly Transaction Postings
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Client Invoicing - Accounts Receivable Management
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Vendor Payments - Accounts Payable Management
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1099 Management and Filings
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Cash Flow Forecasting and Projections
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45-Minute Monthly Financial Overview Meeting
Outsourced CFO *Diagnostic review of books required prior to start of service
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Includes everything in Premium services
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Daily Transaction Postings
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Payroll advisory
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Annual budget planning
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Financial forecasting and quarterly strategy planning
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Financial scorecard with advanced reporting
Add-on Accounting Services - *Additional investment if not included in package
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Accounts Receivable Management + Customer Invoicing
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Accounts Payable Management + Bill Pay
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1099 Contractor Management and Filing
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QuickBooks Online Setup & Migration
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QuickBooks Online Cleanup
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QuickBooks Online Training
Payroll Advisory Services
Maximize the Business Impact of Your Team
Make every dollar count on Payday. Our people advisory practice can help.
ESSENTIAL
ADVANCED
PREMIUM
Dedicated People Advisor
Full-Service Payroll
Management
X
X
Benefits Administration
Onboarding, Timekeeping, &
Payments Management
X
X
X
X
X
X
X
X
Access to Certified HR Pros & Resources
X
People Advisory Consultations
Annual
Quarterly
Monthly
People Operations Metrics
Team Productivity
Team Productivity
Employee Wellness
Team Productivity Employee Wellness
Team Efficiency
Finance Advisory
Ready to move your business forward and start seeing progress? Schedule a discovery call to start planning the future of your business.
Financial Planning & Forecasting
“Fail to plan, plan to fail” ~ Benjamin Franklin. We provide assistance with preparing an annual budget and cash forecasting to help you achieve your business goals.
Performance Analysis
We do a five point analysis of your business financial performance to check the health of the business. Through this analysis we give recommendations on areas to increase or decrease to meet your business goals.
Third-Party
Software Selection
Streamlining processes comes with selecting the right third-party software that fits your business. We review your needs and wants to match you with the right software.
Program/Project
Management
Manage the distribution of revenue and cost of labor against programs/projects (job costing).
1-to-1
Accountability
Meetings
Monthly meetings to analyze progress, review projects, and set goals. We will take the time to learn your business, needs, and suggest solutions.