Services

Services

Rate Schedule

Remote CFO/Accounting & Financial Services

Per Month

Business Essential Package $550

Monthly GL Maintenance (up to 150 transactions), Monthly Bank Reconciliation, Quarterly Financial Reporting & Analysis (Profit & Loss, Balance Sheet, Cash Flow), Annual tax preparation
Business Expert Package $750

Monthly GL maintenance (up to 300 transactions), Monthly bank reconciliations, Quarterly Financial Reporting & Analysis (Profit & Loss, Balance Sheet, Cash Flow), Project Accounting, Receipt Repository, AR/AP tracking, Annual tax preparation
Business Elite Package/Remote CFO (starting at) Please contact us

Custom GL Maintenance, Monthly Financial Reporting & Analysis, KPI Dashboard, Budget, Planning & Analysis, Project Accounting (up to 4 projects), Receipt Repository, AR/ AP tracking, Priority Support, Tax Strategy

Per Report

(1) Included in monthly service on quarterly basis

(2) Included in monthly service on annual basis

ERC Tax Credit and Payment Protection Program Consultation

Tax Services

Per Form/Schedule

* Pricing based on complexity of return