HOW OUR PLANS WORK


Our plans are adapted to fit our customer’s specific requirements.

We have designed our services to help small businesses or funded startups grow from roughly $1mm – $20mm in annual revenue or from 5 – 100 employees. We do this by providing a cloud-based, scalable accounting department with an experienced team that makes sure you have timely information to make better business decisions.

We collaborate with our customers and consider ourselves as an extended part of your team. This isn’t an end-of-the-month bookkeeping experience. We are working every day on our customer’s accounting to ensure we are responsive and timely using accrual accounting and providing insight into the numbers.

Although each plan can be customized, we break out our services into commonly known job titles. Most customers start out on the Accountant plan as it will encompass everything you would need to run your business.

BOOKKEEPER

just getting started
  • Xero or QBO software subscription
  • Monthly transaction processing (batch)
  • Cash or Accrual -basis
  • We only request support for what we need
  • Quarter-end close
  • Basic financial statements
  • Meetings with management (semi-annual)
  • Unlimited phone & email support
  • Unlimited access to our referral network
  • Software & procedural training

GET STARTED

ACCOUNTANT

streamlined, cloud-based accounting department
  • Everything in Bookkeeper
  • Real-time transaction processing
  • Accrual accounting & supporting schedules
  • Maintain accounting transaction support online
  • Month-end close
  • Financial report package
  • Meetings with management (quarterly)

GET STARTED

CONTROLLER

budget tracking to achieve your goals
  • Everything in Accountant
  • Budget-to-actual reporting
  • Financial commentary & analysis

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Shared Service

Acting as internal Finance and Accounting team (Popular)
  • Customer Management
  • Payable Management (including Processing Payments)
  • Regular Bookkeeping
  • Monthly Management Report
  • Any other Business specific requirement (Cash flow forecast, Project Management, Etc)

GET STARTED