Value-Based Packages
Compliance Bookkeeping Package
Monthly Bank/Credit Card Reconciliation
Record Income & Expenses
Categorize Transactions
Quarterly Financial Statements
(Balance Sheet & P&L)
Middle of the Road Package
Monthly Bank/Credit Card Reconciliation
Record Income & Expenses
Categorize Transactions
Monthly Financial Statements
(Balance Sheet & P&L)
Monthly "Tie Out" System
Cash Flow Forcasting
Budget Creation
Perpetual Data Room
KPI Tracking
Fractional CFO Bookkeeping Package
Monthly Bank/Credit Card Reconciliation
Record Income & Expenses
Categorize Transactions
Monthly Financial Statements
(Balance Sheet & P&L)
A/R Reporting & Management
A/P Reporting & Management
Monthly "Tie Out" System
Cash Flow Reporting
Budget Creation
Perpetual Data Room
KPI Tracking
Individual Department Budget Analysis and Planning
Budget vs. Actual
Profitability Analysis
Proactive Tax Planning
Annual Business Tax Preparation
Additional Services
These services can be stand alone or added on to above packages
Catch-up and Clean-up
This service includes a review of your current accounting system if one is in place. We will go through and clean-up any transaction mis-categorization and account reconciliations done in error, brining your account back on track. If there are outstanding months of recordings and reconciliations that need to de done, we process those as well. This service is based on the number of months and transactions involved.
QB Online Set-up
We will set-up your company with a clean and organized chart of accounts. This includes manually entering or importing your customers and vendors as well as your service listings. You will then have clean and efficient accounting system.
Gusto Payroll Set-up
If you are new to running payroll, or looking for a new service provider, we can help! We will set your company up with our preferred Payroll Provider, Gusto. As a Certified Gusto People Advisor, we are able to ensure your payroll accounts are set up properly and are in compliance with your state and federal requirements.