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Stand-alone Services

Along with our Bundles, we offer the following Services. Please contact us for pricing.

Accounting Integration

  • Process Review and Process Report (Controls and Fraud/Compliance Risk) 

  • Cloud Accounting Conversion/Implement

  • Includes Data Correction

  • Data Transfer 

  • Training Sessions & Manuals 

  • Ongoing Support 

  • Revaluation & Maintenance  

Tax Services

We are currently offering (on a limited basis):

  •  Sales Tax Filings 

  •  Business Tax Preparation 

  •  Individual Tax Preparation 

  •  IRS support 

  •  Audit support 

  •  Tax Advisory & Compliance 

  •  S-Corp Election 

  •  LLC Registration 

Other needs?

In need of anything that is not here? Contact us and we will make sure to address your needs

Accounting Services - Bundles

  • Essentials

    985$
    Every month
    Perfect for Small Businesses and Startups
     
    • Weekly Transaction Recording
    • Weekly Bank Reconciliation
    • Accounts Payable Management (Weekly)
    • Accounts Receivable Management (Includes Aging Reporting)
    • Payroll processing and management
    • Employee Expense Reimbursement
    • Monthly Accrual-based Financial Reports & Review Meeting

  • Enhanced

    2,250$
    Every month
    For scaling Small and Medium businesses
     
    • Everything from Essentials plus
    • Dedicated Controller with CPA designation
    • Inventory Management (Valuation and Control)
    • Monthly Profitability and Cash-Flow Analysis
    • Custom Reports/Dashboards to share with third parties
    • Cost Accounting (System Management & Cost Allocation)
    • Regulatory Reporting Preparation
    • Short-Term Cash-Flow Advisory

  • Executive

    4,850$
    Every month
    Medium businesses that are well established and expanding
     
    • Everything from Enhanced plus
    • Advanced and Strategic Financial Planning
    • Advanced Modeling and Scenario Planning
    • Business valuation analysis
    • Dedicated CFO with more than 25 years of experience
    • Weekly Cash-Flow & KPI meetings
    • M&A due diligence support

Starting from:

Starting from:

Starting from:

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