SERVICES MENU

Client Accounting Services Package

BASIC

  • 5 user access to online ERP

  • Quarterly Bank & Credit Card Reconciliation 

  • Necessary Journal Entries

  • Quarterly Financial Statement Analysis Reports

  • Document Collection & Storage

Client Accounting Services Package

PREMIUM

  • 5 user access to online ERP

  • Monthly Bank & Credit Card Reconciliation 

  • Necessary Journal Entries

  • Quarterly Basic Business Advisory Meetings

  • Quarterly Financial Statement Analysis Reports

  • Document Collection & Storage

Client Accounting Services Package

ELITE

  • 5 user access to online ERP

  • Monthly Bank & Credit Card Reconciliation 

  • Necessary Journal Entries

  • Quarterly Financial Statement Analysis Reports  

  • Quarterly Basic Business Advisory Meetings

  • Annual half day Advisory Meeting 

  • Budget Process, Preparation, & Review OR Other Virtual CFO Customized Service

  • Document Collection & Storage

Business Advisory Services

BASIC

  • Now, Where, How Analysis

  • Mind Map Issues

  • Pareto Analysis

  • Force Field Analysis of Issue

  • One Page Plan

Business Advisory Services

PREMIUM

  • Now, Where, How Analysis

  • Mind Map Issues

  • Pareto Analysis

  • Force Field Analysis of Issue

  • One Page Plan

  • Annual Visioning Exercise

  • Key Performance Indicator (KPI) Analysis

Business Advisory Services

ELITE

  • Now, Where, How Analysis

  • Mind Map Issues

  • Pareto Analysis

  • Force Field Analysis of Issue

  • One Page Plan

  • Annual Visioning Exercise

  • Key Performance Indicator (KPI) Analysis

  • One Customized Workshop

    • Waste audits

    • Profit Improvement workshop

    • Time Management

    • Leadership Training and Development​

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

  • Fees are based on the estimated tax savings generated by the plan over the succeeding 5 tax years.

  • Updates to the Plan:

    • Annual Updates​

    • Quarterly Udates

  • Tax Strategies customized to you and/or your business business

Tax Projections

  • Off season Tax Projections (July - December)

  • Quarterly Small Business Projections

    • Linked with Quickbooks Online​

    • Direct to your email updates

  • Determine your estimated tax payment needs

    • For infrequent/unusual transactions​

    • For peace of mind

Tax Compliance

Individual and Business Tax Returns

  • Company Newsletter 

  • Federal  and State Returns 

  • Annual Estimates with Tax Return

  • Phone, Email, Text, & Video Conference Support & Communications 

  • Document Collection & Storage

  • Value based, up front pricing