What Monthly Accounting Plan Is Right For You?
Bookkeeper
basic books for year-end
- Periodic transaction processing
- Cash-basis accounting
- Quarter-end close procedures
- Standard financial report package by the 21st
- Meetings with management (semi-annually)
- Limited video & email support
Accountant
streamlined, cloud-based accounting department
Everything in Bookkeeper, plus:
- Daily collaboration & transaction processing
- Accrual accounting with management accounting focus
- Month-end close procedures
- Standard financial report package by the 15th
- Meetings with management (quarterly)
- Tactical performance recommendations
- Premium video & email support
- Software & procedural training for supported systems
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Common Add-ons to Any Plan
- Bill payment
- Sales invoicing
- Payroll
- Weekly cash flow reports
Controller
budget tracking to achieve your goals
Everything in Accountant, plus:
- 13-week cashflow forecast (weekly)
- Custom financial report package by the 15th
- Financial health dashboard of key metrics
- Financial commentary & variance analysis
- Budget-to-actual reporting
CFO
performance metrics with actionable insights
Everything in Controller, plus:
- Performance management dashboard
- What-if analysis or scenario building
- Meetings with management (monthly)
Our cloud-based accounting and bookkeeping services for forward-thinking businesses are customizable. They adapt to your needs and the business’s evolving financial demands. From managing payroll to tracking financial goals, our team is an extension of your team. We’re on hand when you need us, providing timely insights and accurate reporting when it matters.
We’ve designed our services to support growth from around $1M to $20M in annual revenue (or from 5 to as many as 100 employees). And as your business changes, you can adapt your plan to suit your needs.
Unsure where to start? Try our Accountant plan. It’s a comprehensive solution suitable for most businesses.
Our Outsourced Accounting & Bookkeeping Services Plans
Optional Services
Our accounting and bookkeeping outsourced services are fully customizable. Tailor your plan by adding any of the following add-ons to your service.
Expense Reporting
Financial Modeling
We understand the challenges growing businesses face. As your business evolve, our responsive, agile team can adjust your plan.
After all, we’re your partners in growth. An extension of your team. And it’s our goal to build lasting relationships with every business we support. Don’t hesitate to contact us to discuss how we build bespoke service plans for our clients.
Our Guarantees
It’s our goal to be indispensable to your business. That’s why customers often tell us they’re unsure where they’d be without us!
So, if something’s not quite right with your plan, or you’re dissatisfied with your service, we want to make it right. Here’s what you should know about our service and price guarantees.
Service Guarantee
If you are unhappy with our service for any reason, let us know before the next billing cycle and we’ll credit your account. If you’re not happy, we’re not happy.
Price Guarantee
We give you a fixed price for the work that we perform. This puts you in total control. We will always discuss with you any need for additional work and the pricing for the work. We will always seek your approval before starting the new work.