Our services are tailored to your business. And because each business has different needs we want to create a specific program that fits you. Contact us today for a FREE business evaluation.
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CFO
We proactively support your growth.
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Controller
Real-time data to grow your business.
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Bookkeeper
Peace of mind every month.
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| Compliance Services | |||
| Transaction Categorization | Weekly | Monthly | Monthly or Quarterly |
| Account Reconciliation | Weekly | Monthly | Monthly or Quarterly |
| Financial Reporting | Monthly | Monthly | Monthly or Quarterly |
| Accounts Payable Management | – | – | |
| Accounts Recieveable Management | – | – | |
| Advisory Services | |||
| Annual Business Review | |||
| Budget Creation | – | ||
| KPI Tracking | – | ||
| Price Forcasting & Scenarios | Quarterly | – | |
| Cash Flow Forcasting | – | – | |
| Management Dashboard | – | – | |
| Access & Support | |||
| Strategic Planning Meeting | Monthly | Quarterly | Annually |
| Email Support | 24-Hour Response Time | 48-Hour Response Time | 72-Hour Response Time |
| Phone Support | 24-Hour Response Time | 48-Hour Response Time | – |
| Terms | |||
| Cancellation | Cancel Anytime | 30 - Day Notice | 30 - Day Notice |
| Additional Options | |||
| Managed Payroll | $150/month + $25/employee | $150/month + $25/employee | $150/month + $25/employee |
| "Side Projects & Slush Time" | 10 hours/yr included, then $150 per hour | $150/hour | $150/Hour |
| Industry Benchmarking | $300 | $300 | $300 |
| Travel Rates | Per Diem | ||