SERVICE PACKAGES
Accurate, Reliable, and Transparent Services for Your Business
COMPLIANCE
PEACE OF MIND
The essentials to keep your business compliant with tax authorities
- Quarterly transaction categorization, bank reconciliations, and financial reporting
- Annual Strategic Planning Meetings
- Quarterly Income Tax Estimate
- Support During Tax Prep
- OPTIONAL ADD-ONS:
- Payroll
- Sales Tax
- Other Industry Taxes
- Cleanups
- Tax Preparation
- Special Requests/Projects
BOOKKEEPING
STAY INFORMED
Consistent insight into your business’s financial health and trajectory
- Monthly transaction categorization, bank reconciliations, and financial reporting
- Quarterly Strategic Planning Meetings
- Quarterly Income Tax Estimate
- Support During Tax Prep
- Accounts Payable
- Accounts Receivable
- Basic Financial Insights
- Limited Audit Support
- OPTIONAL ADD-ONS:
- Payroll
- Sales Tax
- Other Industry Taxes
- Cleanups
- Tax Preparation
- Special Requests/Projects
CFO*
STRATEGY + GROWTH
Expert management and optimization of your business’s financial picture
- Monthly + ad hoc transaction categorization, bank reconciliations, and financial reporting
- Monthly Strategic Planning Meetings
- Quarterly Income Tax Estimate
- Support During Tax Prep
- Accounts Payable
- Accounts Receivable
- Advanced Financial Insights
- Expanded Audit Support
- Budgets
- Custom Reporting
- Job Costing
- Cash Flow Forecasting
- Tax Planning
- Proactive Guidance to Improve Bottom Line
- Limited Special Requests/Projects included
- OPTIONAL ADD-ONS:
- Payroll
- Sales Tax
- Other Industry Taxes
- Cleanups
- Tax Preparation
- Additional Special Requests/Projects
*To ensure the highest quality of service is provided, only a limited amount of clients will be offered the CFO service package.
These are what our typical packages look like, but click the button below to get a quote catered to your business’s specific needs!
Questions about our service packages, or looking for a one-time consultation?
Not sure what would be the best fit for your business needs?
Contact me here. I’d love to hear more about your business and how I can help, no matter how big or small!