Business Operating Solutions
Choose From Our Business Operations Packages
or contact us to build a package customized to your business
STARTING AT $1,500/MONTH
FUNDAMENTAL
package includes:
- Dedicated Account Manager
- Payroll Management (Up to 5 employees)*
- Quarterly 1099 Management and Filing
- Month-End Close
- Monthly Sales Tax Management and Filing
- Technical Support
- Annual Review w/CEO
STARTING AT $3,000/MONTH
ELEVATED
package includes:
Everything in Fundamental +
- Controller Services*
- Accounts Payable*
- Accounts Receivable*
- One Monthly Meeting
- Tax Planning & Projections
- Receipt Management
- Quarterly Reviews w/ CEO
- Employee Expense Tracking
- Management of External Communication Platforms
- Monthly 1099 Management & Filing
STARTING AT $5,000/MONTH
PREMIUM
package includes:
Everything in Elevated +
- Cash-Flow Management and Projections
- Weekly Meetings
- Multi-Entry Tracking & Reporting
- Annual Reasonable Compensation Analysis
- Quarterly Reviews w/ CEO
- Deferred Revenue Recognition
STARTING AT $1,500/MONTH
CONTROLLER
package includes:
- Monthly reconciliation of all balance sheet accounts
- Monthly financial review and strategy session
- Monthly support to staff as needed
- Quarterly or annual workman's comp audit
- Cash flow management
- Credit card reward optimization
- W-9, 1099 and COI management
- Liaison with CPA firm, banks and lenders
- Quality control management of your record keeping
- Payroll processing support and reconciliation
- Annual package of financials to tax preparer
- Annual general liability audit
$4,500/YEAR
S CORP COMPLIANCE
package includes:
- Annual Reasonable Compensation Analysis
- Accountable Plan Setup & Updates
- Quarterly Compliance Reviews (including updates to Accountable Plan, if needed)
- Quarterly Estimated Tax Payment Guidance (if applicable)
- Two Tax Planning Meetings
- State-by-State Nexus Tracking & Management for remote employees (if applicable)
- 30% Off Additional Reasonable Compensation Analyses
PRICE VARIES
CLEAN UP
includes:
- Allocation of all checking, credit card, interest and liability transactions
- Reconciliation of bank and credit card statements and all applicable balance sheet accounts
- Reconciliation of accounts receivable and accounts payable
- Reconciliation of payroll records if applicable
- Annual adjusting journal entries as needed
- Recording depreciation (only applicable if we are also preparing the tax return- that is a separate transaction and proposal)
- Updating Vendor, Customer and Employee information as needed
- Recording any adjustments provided by the tax preparer after the taxes are filed
- Financial statement review
*Additional fees may apply based on actual scope of work. One time onboarding fee may apply for new clients.
Customize your service package with flexible add-on or stand-alone solutions designed to support your business' financial needs. Whether you're looking for extra support or specialized services, we're here to help you stay organized and on track.
- Accounts Receivable
- Accounts Payable
- QuickBooks Clean-Up
- Project Management Solutions
- Discounted Subscriptions for New QBO Customers
- Accounts Receivable
- Accounts Payable
- QuickBooks Clean-Up
- Project Management Solutions
- Discounted Subscriptions for New QBO Customers
Are Our Services Right For You?
TAKE OUR NEW CLIENT QUESTIONnAIRE TO FIND OUT
We know we won't be the right fit for everyone. To help us determine if we are the best fit for your needs, fill out our New Client Questionnaire form.
Once we receive your form submission, someone from our team will reach out to help you take the next step towards financial clarity!
Schedule a Free Consultation With Us Today!
INTERESTED IN OUR PACKAGES OR SERVICES? WE OFFER A COMPLETELY FREE 30-MINUTE CONSULTATION TO HELP YOU GET STARTED!
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