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Onboarding Period

Accountant Access*

*Monthly advisory consults

Bookkeeping Services

Accounting Software Subscription*

*Xero (includes complimentary QuickBooks conversion) accounting software

Financial Statements*

*Includes income statement, balance sheet, and more

Accounts Reconciliation

Month-end Close 

Manage A/R*
*Invoicing clients

Manage A/P*
*Paying bills

Employee Expense Tracking

Payroll Services

Payroll*

*Employee payment methods such as direct deposit, checks, and e-payments

Payroll Taxes

Workers Compensation Insurance

Human Resources*

*Setting up new employee information for payroll services

Benefit Packages*

*Holiday pay, vacation time, overtime

Virtual CFO Services

Schedule Meetings/Financial Reviews*

*By phone, video, shared-screen meetings, and email

Forecasting*

*12-month forecasts

Key Performance Indicators (KPI)

Revenue Recognition

Overall Company Performance Analysis*

*Department performance and breakdown 

      Customized Department Reports

Bank Relationships*

*Main point of contact with bank for needs like lines of credit or financing

Cash Flow Management 

Taxes

Individual*

*Individual taxes done for company shareholders

Business

Tax Planning*

*Tax planning by an ex-IRS agent for optimal futre savings

Level 1

$199
Paid Monthly 


$2200
Prepaid Annually

na

Quarterly
























Level 2

$299

Paid Monthly


$3300
Prepaid Annually

4 weeks

1x/month


Annual


Optional

Optional

Quarterly

Up to 2

Best Value

Level 3

$499

Paid Monthly


$5500
Prepaid Annually

6 weeks

2x/month


Quarterly


A la Carte

A la Carte

Up to 4

Level 4

$999

Paid Monthly


$10500
Prepaid Annually

8 weeks

Your Text


Monthly

Up to 7

***Accounting pricing plan designed for small business looking for growth, advanced plans are available.
*** Must subscribe for a minimum of three months.

FAQ

You will have access to our full service accounting firm at ATG. We have experts in all fields of accounting to help your business run smoothly with little worry to you.
You do! ATG purchases the Xero accounting software on your behalf. If you want to discontinue our service you can continue your own subscription with Xero.
Onboarding is the initial process of our team working to get caught up with your company’s existing processes. We will dive in to your past books to organize your company’s data and build your KPI’s and forecasts. This process will ensure we are on the same page to start our business relationship on the right foot.
Around 3 weeks. We want to ensure that we will have enough time to analyze all your financial statements and company data so your business will flourish.
We will focus on any KPI that fits with your business’s short and long term goals. This can include sales metrics, employee performance, or whatever is needed to have your company running smoothly.
The forecasts are projections based on current market trends therefore they can be looked at on a quarterly basis. Forecasts can be customized to customer’s specifications and may incur extra fees.
Call us at (704) 303-9998 for a consultation and one of our advisors would be happy to discuss with you which level of service will be right for your business.
Our cloud-based platform allows us to provide seamless service to our clients in the United States and internationally. You will be able to engage with us by e-mail, phone calls, and video conferencing.
All physical documents are stored in a locked file cabinet. All online documents are encrypted with the latest firewall programs.
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