Onboarding Period
Accountant Access*
*Monthly advisory consults
Taxes
Individual*
*Individual taxes done for company shareholders
Business
Accounting Software Subscription*
*Xero (includes complimentary QuickBooks conversion) accounting software
Financial Statements*
*Includes income statement, balance sheet, and more
Monthly Transaction Reconciliation*
*Packages can be customized to fit your company needs
Month-end Close
Manage A/R*
Manage A/P*
Employee Expense Tracking
Payroll*
Payroll Taxes*
Human Resources*
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
Tax Planning*
*Tax planning by an ex-IRS agent for optimal futre savings
Level 1
$199
Paid Monthly
$2200
Prepaid Annually
N/A
Quarterly
1
Xero TaxTouch App
Level 2
$299
Paid Monthly
$3300
Prepaid Annually
4 weeks
1x/month
Up to 2
Annual
A la Carte
Best Value
Level 3
$499
Paid Monthly
$5500
Prepaid Annually
6 weeks
2x/month
Up to 4
Quarterly
A la Carte
A la Carte
Level 4
$999
Paid Monthly
$10500
Prepaid Annually
8 weeks
6x/month
Up to 7
Monthly
A la Carte
A la Carte