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Flat-Rate Monthly Plans

Basic - Silver

Best for companies with two or less bank accounts and two or less credit cards. With Annual Revenues between $0 - $450K.

Services Provided:

  • Accounts Payable - Entering Invoices
  • Accounts Receivable - Enter Payments
  • Payroll - 0-5 Employees
  • Bank Reconciliations
  • Credit Card Reconciliations
  • Un-audited Monthly Financial Statements

Pro - Gold

Best for companies with three to five bank accounts and three to five credit cards. With Annual Revenues between $450K - $1.0M.

Services Provided:

  • All Basic - Silver Services Included
  • Payroll - 5-25 Employees
  • Cash Flow Projections
  • General Ledger Maintenance
  • Closing Entries
  • Un-audited Quarterly Financial Statements

CFO - Platinum

Best for companies with five or more bank accounts and five or more credit cards. With Annual Revenues $1.0M+.

Services Provided:

  • All Pro - Gold Services Included
  • Payroll - 25+ Employees
  • CFO Support Services
  • Full Internal Control Review with Recommendations
  • Strategic Financial Planning
  • Succession Planning
  • Un-audited Annual Financial Statements

Custom / A la Carte

Best for companies with specific or supplimental accounting needs. Custom, flat-rate monthly plans available for multiple service requirements. "A la carte" services available for supplimental needs.

Additional Services Available:

  • Account Clean Up
  • Amortization Schedules
  • Depreciation Schedules
  • Debt Service Management
  • Accounting System Set Up
  • QuickBooks Services
  • Consultation Services
  • Non-Profit Accounting
  • Company Set Up
  • Inter-Company Transactions
  • Job Costing
  • Budgeting and Forecasting
  • Cost Control and Reporting
  • Process Improvement

Contact Us

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