Services
What we do
Bookkeeping Service Packages
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Fractional CFO
|
Bookkeeper
|
Compliance
|
Quarterly Compliance
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|---|---|---|---|---|
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Compliance Services
| | | | |
|
Transaction Categorization
|
Monthly
|
Monthly
|
Monthly
|
Quarterly
|
|
Account Reconciliation
|
Monthly
|
Monthly
|
Monthly
|
Quarterly
|
|
Financial Reporting
|
Monthly
|
Monthly
|
Monthly
|
Quarterly
|
|
Property/Job costing
|
Monthly
|
Monthly
|
-
|
-
|
|
Work in Progress
|
Monthly
|
Monthly
|
-
|
-
|
|
Regulatory Compliance
|
Monthly
|
-
|
-
|
-
|
|
Inventory Tracking
| | | |
-
|
|
Accounts Payable
| |
-
|
-
|
-
|
|
Accounts Receivable
| |
-
|
-
|
-
|
|
Advisory Services
| | | | |
|
Budget Creation
| | | |
-
|
|
Federal Income Tax Estimation
| | | |
-
|
|
Accounts Payable Management
| | | |
-
|
|
Accounts Receivable Management
| | | |
-
|
|
Basic Cash Flow Forecasting
| | | |
-
|
|
KPI - dashboard basic - Quick view
| | | |
-
|
|
Financial Statement Analysis
| | |
-
|
-
|
|
Advanced Cash Flow Forecasting
| |
-
|
-
|
-
|
|
Internal control/systems review
| |
-
|
-
|
-
|
|
KPI - dashboard advanced
| |
-
|
-
|
-
|
|
Industry Comparison
| |
-
|
-
|
-
|
|
Industry Trends
| |
-
|
-
|
-
|
|
Inventory Management
| |
-
|
-
|
-
|
|
Product/Service Analysis
| |
-
|
-
|
-
|
|
Benefit Plans
| |
-
|
-
|
-
|
|
Access & Support
| | | | |
|
Strategic Planning Meeting
|
Monthly
|
Quarterly
|
Semi-Annually
|
Semi-Annually
|
|
Email Support
|
24-Hour Response Time
|
48-Hour Response Time
|
72-Hour Response Time
|
72-Hour Response Time
|
|
Phone Support
|
24-Hour Response Time
|
48-Hour Response Time
|
-
|
-
|
|
Terms
| | | | |
|
Cancellation
|
No Contract - 10 Day Notice to Cancel
|
No Contract - 30 Day Notice To Cancel
|
No Contract - 60 Day Notice To Cancel
|
No Contract - 90 Day Notice To Cancel
|
|
Satisfaction Guarantee
|
Refund of last month if unsatisfied.
|
Refund of last month if unsatisfied.
|
N/A
|
N/A
|
|
Additional Options
| | | | |
|
Payroll
|
$150/month + $25 per employee
|
$150/month + $25 per employee
|
$150/month + $25 per employee
|
$150/month + $25 per employee
|
|
Out-of-Scope Requests
|
10 hours per year included, then $150 per hour
|
$175 per hour
|
$250 per hour
|
$250 per hour
|
|
1099 submissions
|
5 - 1099 per year included, then $25 for each additional
|
3 - 1099 per year included, then $25 for each additional
|
1st one is $75, then $25 each additional
|
1st one is $75, then $25 each additional
|