Monthly Accounting, Payroll, and Outsourced CFO services

Our Service Packages

Our service packages prevents the unexpected hourly billing surprise that every client hates.

The packages below are “right sized” for your business and are designed to provide you with only the monthly services you need.

Customize, and pick and choose the plan that fits you best.

While a physician cares for your physical health, our service packages cares for your financial health – all year long

We will code & post all business transactions

You'll receive a paperless expense and receipt processing system

We will receive your bills and paperless route them to you for your approval and payment

We will provide you with a cloud accounting environment

We will enroll you in our Audit Protection plan

We will take care of your accrual accounting

We will post any payroll journals

We will run your payroll, pay your employees, monitor and file all related taxes

We will complete your monthly bank reconciliations

We will reconcile your credit card purchases and transactions

We will prepare and file your personal tax returns

We will prepare and file your tax returns for the business

We will maximize your tax deductions

We will prepare basic financial statements for the business

We will provide a full suite of financial management reporting

We will meet with you regularly to review your numbers - Monthly, Quarterly, Yearly

We will maintain your fixed assets register

We will monitor your receivables, provide key reports and suggest improvements where needed

We will provide weekly reports on your key numbers

We will put together your budgets and forecasts

We will provide ad-hoc financial reports and analysis for 3rd parties, (e.g. Lenders, Investors)

We will on-board your new employees

We will only provide limited phone, and email support

We will provide unlimited email, telephone and webconference support

Outsourced CFO Package

We will code & post all business transactions

You'll receive a paperless expense and receipt processing system

We will receive your bills and paperless route them to you for your approval and payment

We will provide you with a cloud accounting environment

We will enroll you in our Audit Protection plan

We will take care of your accrual accounting

We will post any payroll journals

We will run your payroll, pay your employees, monitor and file all related taxes

We will complete your monthly bank reconciliations

We will reconcile your credit card purchases and transactions

We will prepare and file your personal tax returns

We will prepare and file your tax returns for the business

We will maximize your tax deductions

We will prepare basic financial statements for the business

We will provide a full suite of financial management reporting

We will meet with you regularly to review your numbers - Monthly, Quarterly, Yearly

We will maintain your fixed assets register

We will monitor your receivables, provide key reports and suggest improvements where needed

We will provide weekly reports on your key numbers

We will put together your budgets and forecasts

We will provide ad-hoc financial reports and analysis for 3rd parties, (e.g. Lenders, Investors)

We will on-board your new employees

We will only provide limited phone, and email support

We will provide unlimited email, telephone and webconference support

Our hands on plan

We will code & post all business transactions

You'll receive a paperless expense and receipt processing system

We will receive your bills and paperless route them to you for your approval and payment

We will provide you with a cloud accounting environment

We will enroll you in our Audit Protection plan

We will take care of your accrual accounting

We will post any payroll journals

We will run your payroll, pay your employees, monitor and file all related taxes

We will complete your monthly bank reconciliations

We will reconcile your credit card purchases and transactions

We will prepare and file your personal tax returns

We will prepare and file your tax returns for the business

We will maximize your tax deductions

We will prepare basic financial statements for the business

We will provide a full suite of financial management reporting

We will meet with you regularly to review your numbers - Monthly, Quarterly, Yearly

We will maintain your fixed assets register

We will monitor your receivables, provide key reports and suggest improvements where needed

We will provide weekly reports on your key numbers

We will put together your budgets and forecasts

We will provide ad-hoc financial reports and analysis for 3rd parties, (e.g. Lenders, Investors)

We will on-board your new employees

We will only provide limited phone, and email support

We will provide unlimited email, telephone and webconference support

Just the Basics

We will code & post all business transactions

You'll receive a paperless expense and receipt processing system

We will receive your bills and paperless route them to you for your approval and payment

We will provide you with a cloud accounting environment

We will enroll you in our Audit Protection plan

We will take care of your accrual accounting

We will post any payroll journals

We will run your payroll, pay your employees, monitor and file all related taxes

We will complete your monthly bank reconciliations

We will reconcile your credit card purchases and transactions

We will prepare and file your personal tax returns

We will prepare and file your tax returns for the business

We will maximize your tax deductions

We will prepare basic financial statements for the business

We will provide a full suite of financial management reporting

We will meet with you regularly to review your numbers - Monthly, Quarterly, Yearly

We will maintain your fixed assets register

We will monitor your receivables, provide key reports and suggest improvements where needed

We will provide weekly reports on your key numbers

We will put together your budgets and forecasts

We will provide ad-hoc financial reports and analysis for 3rd parties, (e.g. Lenders, Investors)

We will on-board your new employees

We will only provide limited phone, and email support

We will provide unlimited email, telephone and webconference support