Basic Plan $250
(Great for start-ups from $0-$100,000 Revenue):
- Categorize income, allocate expenses
- Formulate accurate Balance sheet and P&L statement
- Bank/CC reconciliation up to 2 accounts
- Unlimited phone and email support
- Act as liaison for accountant needs
- Up to 6 hours per month
Standard Plan $750
(Set for small businesses $100,000-$500,000):
- All that is included in Basic Plan
- Quarterly consultations
- Bank/CC Reconciliations up to 4 accounts
- Payroll assistance- work with a third party
payroll company
- Bill Pay- Basic A/P and A/R management
- Up to 16 hours per month
Exclusive Plan $1,500
(Growing businesses that
need strategic guidance $500,000-$5,000,000)
- All that is included in Standard Plan
- Bank/CC reconciliation on unlimited accounts
- Budget management
- Monthly consulting to review financial reporting
to address growth strategies
- HR assistance up to 10 employees.
(including providing proper hiring, termination,
and benefit documentation)
- Up to 30 hours per month.
*Custom packaging and pricing available upon consultation
Add-On Services
(Individual services will be charged at $55/hour regular hours)
- Submit Estimated Tax Payments with state and Fed
- Submit monthly sales tax payments through the state
- Electronic 1099 reporting
- Year-End financial packaging to provide
your accountant
- Job Cost Report management
- AIA Billing
- Software set-up (COA, Vendors, Customers,
new jobs, etc)
- Custom Reporting
- Creating budgets, forecasting, budget re-allocation
- Quarterly Bank account distributions
- Owner Distributions