Basic Accountant Package

Monthly bookkeeping services with value added quarterly financials and email support.
$ 749 Monthly
  • Monthly reconciliations of all bank and credit card accounts
  • Monthly updating and reconciling any loans, floor plans, or lines of credit
  • Quarterly financial statements delivered to management
  • Year-end financials with fixed asset and loan list for tax preparation
  • Annual Form 1099 preparation and filing
  • Quarterly performance reports with relevant financial ratios, comparative financial statements, and fluctuation analysis
  • Quickbooks Online subscription included
  • Unlimited email support
  • Quarterly conference call or video conference for discussing financial results, planning and budgeting, and general questions

Accounting and Analysis Package

For the growing business that needs more finance help to realize its full potential.
$ 1,299 Monthly
  • Everything in the Bookkeeper package plus. . .
  • Monthly 30 minute conference call or video conference to discuss goals, financial results, etc.
  • Quarterly cash flow analysis and budgeting
  • Annual CPA prepared financial statements (balance sheet, income statement, and statement of cash flows)
  • Annual 60 minute year-end wrap up conference call or video conference to discuss year-end performance, budgets, future goals, etc.

CFO Package

Having a professional in your corner without the corner office!
$ 3,950 Monthly
  • Everything included in the Bookkeeper and Controller packages plus . . .
  • Weekly 30 minute conference call or video conference
  • Monthly 60 minute conference call or video conference to discuss monthly financials and performance
  • KPI dashboard
  • External financial interfacing with loan officers, banks, and other creditors
  • Company federal tax return included

Payroll Add-On

$ 99 Starting Monthly
  • $99 per month for the first employee
  • $14 per month for each additional employee
  • Full service payroll and onboarding (W-4 forms, special withholdings, etc.)
  • Quarterly payroll forms filed (federal and state)
  • Annual payroll forms filed (federal and state)
  • Responses to state and IRS notices

Income Tax Add-On

$ 499 Starting at
  • Any monthly package client can add on a discounted tax return
  • Tax return can be billed annually or worked into monthly package price

Accounts Payable/Receivable Services

Call for a Quote
  • Full outsourcing of customer invoicing, monitoring, and collections
  • Full outsourcing of vendor maintenance, bill payments, and cash management