Transactional Accounting Starter Package
$275per month
- Dedicated Bookkeeper
- Monthly Reconciliation (QBO)
- Monthly P&L
- Complete Set of Quarterly Financials
- QBO Essentials Subscription
- *transactinal limits are applied to items in the list
Controller
$975per month
- Dedicated Account Manager
- Monthly Reconciliation (QBO)
- Monthly P&L
- Complete Set of Quarterly Financials
- 1099 Filings
- Payroll (Gusto)
- A/R – including internal collection efforts and job costing
- A/P – including bill pay (bill.com) and vendor correspondence
- Class and location tracking (additional fees may apply)
- Budgets (additional fees may apply)
- *transactinal limits are applied to items in the list
Fractional CFO and Advisory
$3500per month
- Cash Flow Optimization
- Key Performance Indicators
- Growth Strategy
- Profitability Analysis
- Pricing and Cost Analysis
- Coaching
Tax Filings and/or Advisory
$650per year
- Preparation of Tax Return
- Electronic filing of federal tax return to taxing authorities
- Electronic filing of state tax return to taxing authorities
- Stratgy and secinaro planing (additional fees may apply)