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Bookkeeping Management

 

Premium

Bookkeeping

Outsourced

CFO

Additional 

Accounting

Services

Standard

  • Monthly Transaction Postings 

  • Unlimited Transactions 

  • Unlimited Bank Accounts 

  • Monthly Reconciliation 

  • Monthly Financials (Balance Sheet, Profit & Loss Statement, Statement of Cash Flows) 

  • Access to Secured Portal to upload and manage documents

  • Unlimited email communication

  • 45-Minute Quarterly Financial Overview Meeting

Premium

  • Includes everything in Standard services

  • Bi-Monthly Transaction Postings

  • Cash Flow Forecasting and Projections 

  • 45-Minute Monthly Financial Overview Meeting 

Outsourced CFO

  • Includes everything in Premium services

  • Annual Budget (Current Year + 12MTHS)

  • Monthly budget-to-actuals analysis

  • Quarterly reviews and planning

  • Third-party software consultancy

  • Financial Dashboard with advanced reporting

  • Payroll advisory

Additional Accounting Services

  • Accounts Receivable Management + Customer Invoicing

  • Accounts Payable Management

  • 1099 Contractor Management and Filing

  • QuickBooks Online Setup & Migration 

  • QuickBooks Online Cleanup

  • 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.