Custom Business Analytics & Accounting Solutions
Starter Packages & Levels of Service
These starter packs are examples designed to give you an idea of how we structure our services. All of our engagements are tailored and customized to fit each of our client's specific needs. Most of our services can be added to any package and unlock additional communication and collaboration protocols as appropriate. All prices are subject to vary.
THE ACCOUNTANT
starting at $400 / mo
- Monthly Bank Reconciliations
- Monthly Compiled Financial Statements
- Income Statement
- Balance Sheet
- Planning: 1x 30 min call or virtual meetings per month for new developments and Qs
- Review: 1x 1 hour call or virtual meeting per month to review financials
- Close: 1x 1 hour call or virtual meeting per year to make adjustments, finalize the year and prep for taxes
- emails: unlimited as appropriate
- Discounts on Tier I services
CASH MANAGER
starting at $1,000 / mo
- Weekly Bank Reconciliations
- Weekly Compiled Financial Statements
- Income Statement
- Balance Sheet
- Planning: 1x 30 min call or virtual meeting per week for new developments and Qs
- Review: 1x 1 hour call or virtual meeting per month to review financials
- Close: 1x 1 hour call or virtual meeting per year to make adjustments, finalize the year and prep for taxes
- emails: unlimited as appropriate
- Discounts on Tier II services
REMOTE CONTROLLER
starting at $2,500 / mo
- Daily Bank Reconciliations
- Weekly Compiled Financial Statements
- Income Statement
- Balance Sheet
- Cash Flow Statement
- Operations: 1x 1 hour call or virtual meetings per week
- Planning: 1x 30 min call or virtual meeting per week for new developments and Qs
- Review: 1x 1 hour call or virtual meeting per month to review financials
- Close: 1x 1 hour call or virtual meeting per year to make adjustments, finalize the year and prep for taxes
- emails: unlimited as appropriate
- Discounts on Tier III services
Common Add-On Services
Bill Payments & Accounts Payable
Monthly Service based on volume
- Manage vendor accounts and process monthly recurring bills and other outgoing transactions
- Streamline approval and execution process
- Accounts Payable reporting, planning and other analytics
Payroll Processing & Management
Based on Frequency and volume
Cash Flow Analysis, Budgeting & Forecasting
Based on complexity
Online Dashboards
Based on complexity and frequency