SERVICES MENU
Client Accounting Services Package
BASIC
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5 user access to online ERP
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Quarterly Bank & Credit Card Reconciliation
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Necessary Journal Entries
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Quarterly Financial Statement Analysis Reports
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Document Collection & Storage
Client Accounting Services Package
PREMIUM
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5 user access to online ERP
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Monthly Bank & Credit Card Reconciliation
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Necessary Journal Entries
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Quarterly Basic Business Advisory Meetings
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Quarterly Financial Statement Analysis Reports
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Document Collection & Storage
Client Accounting Services Package
ELITE
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5 user access to online ERP
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Monthly Bank & Credit Card Reconciliation
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Necessary Journal Entries
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Quarterly Financial Statement Analysis Reports
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Quarterly Basic Business Advisory Meetings
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Annual half day Advisory Meeting
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Budget Process, Preparation, & Review OR Other Virtual CFO Customized Service
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Document Collection & Storage
Business Advisory Services
BASIC
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Now, Where, How Analysis
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Mind Map Issues
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Pareto Analysis
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Force Field Analysis of Issue
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One Page Plan
Business Advisory Services
PREMIUM
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Now, Where, How Analysis
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Mind Map Issues
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Pareto Analysis
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Force Field Analysis of Issue
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One Page Plan
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Annual Visioning Exercise
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Key Performance Indicator (KPI) Analysis
Business Advisory Services
ELITE
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Now, Where, How Analysis
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Mind Map Issues
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Pareto Analysis
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Force Field Analysis of Issue
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One Page Plan
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Annual Visioning Exercise
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Key Performance Indicator (KPI) Analysis
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One Customized Workshop
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Waste audits
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Profit Improvement workshop
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Time Management
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Leadership Training and Development
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CFO Services
ADD-ONS
Live Bill Pay
Live Payroll
Data Entry of Checks & Credit Card Transactions
Contribution Records
Annual Close Out
Sales Tax Reporting
Accounts Receivable Management
Tax Planning
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Fees are based on the estimated tax savings generated by the plan over the succeeding 5 tax years.
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Updates to the Plan:
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Annual Updates
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Quarterly Udates
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Tax Strategies customized to you and/or your business business
Tax Projections
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Off season Tax Projections (July - December)
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Quarterly Small Business Projections
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Linked with Quickbooks Online
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Direct to your email updates
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Determine your estimated tax payment needs
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For infrequent/unusual transactions
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For peace of mind
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Tax Compliance
Individual and Business Tax Returns
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Company Newsletter
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Federal and State Returns
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Annual Estimates with Tax Return
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Phone, Email, Text, & Video Conference Support & Communications
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Document Collection & Storage
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Value based, up front pricing