Business Operating
Solutions

Choose From 3 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
  • Accounts Receivable*
  • Payroll Management (Up to 5 employees)*
  • Quarterly 1099 Management and Filing
  • Month-End Close
  • Monthly Sales Tax Management and Filing
  • Technical Support
  • Monthly Meeting
  • Annual Review w/ CEO

STARTING AT $3,000/MONTH

ELEVATED

package includes:

Everything in Fundamental +

  • Controller Services*
  • Accounts Payable*
  • Bi-Weekly Meetings
  • 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

*Additional fees may apply based on scope of work. One time $950 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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CONTACT US:

Call, Text or Fax: (866) 472-7669, ​(406) 962-5177

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