Monthly or quarterly bookkeeping by dedicated accountant, reviewed by a CPA

Cash basis

Monthly or quarterly review meeting

Unlimited support by your dedicated accountant

This package is intended for companies with $250,000 or less in revenue

Includes compliance package +

Fully outsourced accounting by dedicated accountant, reviewed by a CPA

Cash, modified accrual, full accrual

Monthly review meeting

Custom process development & implementation – payables, revenue, payroll & financial reporting

Bill pay services & vendor management

Custom integrated tech stack

Other services available - invoicing, payroll support, internal audits, & assistance with third party audits

Includes controller package +

Budget development and budget vs. actual analysis

Monthly or quarterly cash flow forecasting

Custom KPI development and monthly reporting

Custom financial reporting

Project Profitability