PACKAGES
Quarterly
Quarterly
Monthly
Additional Fee
Additional Fee
Monthly Accounting & Bookkeeping
Bank & Credit Card Reconciliations
Monthly Financial Reports
Dedicated Accounting Specialist
Ongoing Financial Review & Strategy Meeting
Practice Performance Tracker
Payroll & Compensation Support
Dedicated Senior Accountant
18 Month Forecasting (updated quarterly)
Budgeting (updated quarterly)
Financial Dashboard & KPI Tracking
Annual Tax Planning Review
Annual Tax Planning Meeting (with our Tax Team)
W9 Requests & 1099 Preparation
Package add-ons
Every business is unique. That’s why we customize your pricing to your needs on an a la carte basis.
Quickbooks online subscription & setup
Payroll setup
Business & individual tax return
Profit FIRST
implementatioN
profit first
bi-weekly support
steps for working with us
Consultation
We'll assess your needs, review your accounting practices & systems, and then identify the challenges & opportunities.
1
kICK-OFF MEETING
We'll establish a clear timeline and milestones for getting your accounting up to date. You'll know when your input is needed and when you can expect to hear from us.
2
cHECK-IN
Now that your accounting is up to date, we'll present your profitability analysis and forecast (if applicable). We'll review the maintenance process so everyone is on the same page.
3
MAINTENANCE
Your books are up to date and you have a clear vision for your financial future. We'll be available year-round to answer your questions and support your business.
4
