Monthly Bookkeeping & Accounting Plans

Year-Round Support & Proactive Tax Reduction

Working together year-round lets us proactively identify and advise you on money-saving tax strategies long before taxes are due. It also means you get access to our team and expertise throughout the year, not just at tax time!

Essentials

starting at

$799 /month

Get Started

- Bookkeeping
- Tax preparation & electronic filing
- Payroll services
- Proactive tax reduction strategies
- Monthly tax strategy & review meeting

Optimization

starting at

$1799 /month

Get Started

- Bookkeeping
- Tax preparation & electronic filing
- Payroll services
- Proactive tax reduction strategies
- Monthly tax strategy & review meeting
- Monthly resonable compensation report ¹
- Budgeting & forecasting
- Profit & cash flow target-setting
- Monthly scorecard & action plan
- Monthly strategic planning session

Full Service

starting at

$2999 /month

Get Started

- Bookkeeping
- Tax preparation & electronic filing
- Payroll services
- Proactive tax reduction strategies
- Monthly tax strategy & review meeting
- Monthly resonable compensation report ¹
- Budgeting & forecasting
- Profit & cash flow target-setting
- Monthly scorecard & action plan
- Monthly strategic planning session
- Accounts payable (bill pay)
- Sales tax filing
- Implementation of internal controls & procedures ²
- Detailed cash flow
- Direct Virtual CFO access with ASAP responses to voicemail, text & email
- White-labeled communication with vendors, customer, & employees ³
- Exit strategy planning for business owner(s)

Monthly plan comparison
Foundational Services
	Essentials	Optimization	Full Service
svc	starting at $799 /month Get Started	starting at $1799 /month Get Started	starting at $2999 /month Get Started
Bookkeeping	Included in Essentials	Included in Optimization	Included in Full Service
Tax preparation & electronic filing	Included in Essentials	Included in Optimization	Included in Full Service
Payroll services	Included in Essentials	Included in Optimization	Included in Full Service
Proactive tax reduction strategies	Included in Essentials	Included in Optimization	Included in Full Service
Monthly tax strategy & review meeting	Included in Essentials	Included in Optimization	Included in Full Service
Controller & CFO Services
Monthly resonable compensation report ¹	Not included in Essentials	Included in Optimization	Included in Full Service
Budgeting & forecasting	Not included in Essentials	Included in Optimization	Included in Full Service
Profit & cash flow target-setting	Not included in Essentials	Included in Optimization	Included in Full Service
Monthly scorecard & action plan	Not included in Essentials	Included in Optimization	Included in Full Service
Monthly strategic planning session	Not included in Essentials	Included in Optimization	Included in Full Service
Outsourced Accounting Services
Accounts payable (bill pay)	Not included in Essentials	Not included in Optimization	Included in Full Service
Sales tax filing	Not included in Essentials	Not included in Optimization	Included in Full Service
Implementation of internal controls & procedures ²	Not included in Essentials	Not included in Optimization	Included in Full Service
Detailed cash flow	Not included in Essentials	Not included in Optimization	Included in Full Service
Direct Virtual CFO access with ASAP responses to voicemail, text & email	Not included in Essentials	Not included in Optimization	Included in Full Service
White-labeled communication with vendors, customer, & employees ³	Not included in Essentials	Not included in Optimization	Included in Full Service
Exit strategy planning for business owner(s)	Not included in Essentials	Not included in Optimization	Included in Full Service

¹ Reasonable compensation report: This report will analyze your income, expenses, and profit and recommend appropriate allocations for Owner Draw/Profit Distributions and Retained Earnings ("rainy day fund") to ensure you grow a financially healthy business.
² Internal controls & procedures: Includes implementation of strong internal controls for Accounts Payable and Payroll as well as 'Segregation of Duties' which is a best practice to ensure multiple eyes are on every transaction for loss-prevention purposes. (Most embezzlement happens when one person handles multiple/all financial functions in a company.)
³ White-labeled communication: Communications are sent/received from an accounting@yourcompany.com email address.

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