Packages
monthly accounting & Advisory .
basic
STARTING AT $2,500/MO
Recommended for annual revenue minimum of $400K
Transaction Categorization
Account Reconciliation
Monthly 1:1
Financial statement review with highly-qualified Accounting and More staff
Monthly Financial Decision Making Analysis
Annual Budget Preparation
Basic Email and Phone Support
BRONZE
STARTING AT $5,000/MO
Recommended for annual revenue minimum of $1 Million
Everything in the Basic Package plus:
Dedicated CFO Matched to your Business
Bi-Weekly Operations Meeting with your CFO
Accounts Receivable Management
Accounts Payable Management
Operational Finance Support and Analysis
Proactive Tax Planning
Unlimited Email and Phone Support
PLATINUM
STARTING AT $8,000/MO
Recommended for annual revenue minimum of $2 Million
Everything in the Bronze Package plus:
Weekly Operations Meeting with your CFO
Participation in Operational and Strategic Planning Meetings as needed
IRS Notice Support
Cash Flow Forecasting
Accounting Manual Development
Accounting Team Leadership
Onsite Support