Accounting Packages
For Clients in need of full-service bookkeeping.
The table below lists out an Easy-View of our Accounting Service Packages.
Accounting Packages
CFO
Compliance Services
Weekly Transaction Categorization
Weekly Account Reconciliation
Monthly Financial Reporting
✔ Accounts Payable Management
✔Accounts Receivable Management
Advisory Services
✔Budget Creation
✔Federal Income Tax Estimation
✔Cash Flow Forecasting
✔Job Costs Analysis
✔Expense Management Implementation
Access & Support
Monthly Strategic Planning Meeting
24-Hour Response Time Email Support
24-Hour Response Time Phone Support
Terms
Cancellation: No-Contract (Cancel Anytime)
Satisfaction Guarantee (Last Month Refund)
Accountant
Compliance Services
Monthly Transaction Categorization
Monthly Account Reconciliation
Monthly Financial Reporting
❌Accounts Payable Management
❌Accounts Receivable Management
Advisory Services
✔Budget Creation
✔Federal Income Tax Estimation
❌Cash Flow Forecasting
❌Job Costs Analysis
❌Expense Management Implementation
Access & Support
Quarterly Strategic Planning Meeting
48-Hour Response Time Email Support
48-Hour Response Time Phone Support
Terms
Cancellation: No-Contract (90-day Notice)
Satisfaction Guarantee (Last Month Refund)
Bookkeeper
Compliance Services
Quarterly Transaction Categorization
Quarterly Account Reconciliation
Quarterly Financial Reporting
❌ Accounts Payable Management
❌Accounts Receivable Management
Advisory Services
✔Budget Creation
✔Federal Income Tax Estimation
❌Cash Flow Forecasting
❌Job Costs Analysis
❌Expense Management Implementation
Access & Support
Annual Strategic Planning Meeting
72-Hour Response Time Email Support
❌ Phone Support
Terms
Cancellation:12 Month Commitment
Satisfaction Guarantee (No Refund)
FinCEN BOI Reporting & Monitoring
Included in every Package Subscription