Our Services

$500 /Month* 

• Accounting Software Management 

• AP/AR   

• Bank Reconciliations 

• Cash/Accrual Double-Entry Bookkeeping 

• Financial Statements 

• Monthly Financial Summary 

• Sales Tax Reporting 

• Short Term Cashflow Management 

• W-9 & 1099 Management 

 

* Limited by transaction volume.

$1000 /Month* 

• Everything in Partner, plus:  

• Cashflow Forecasting 

• Claim Expense Management 

• Fixed Asset Tracking 

• Inventory Management 

• Monthly Analytics Reporting 

• Multiple Currencies 

• Online Payments 

• Payroll Services 

• Project Time/Expense Tracking 

• Year-End Tax Support​​​​

$2,500 /Month 

• Everything Included in Bronze, Plus: 

• Advanced Business and Profitability Analysis 

• Budgeting & Variance Analysis 

• Development of Internal Controls 

• Financial Forecasting 

• Interim CFO Advisory Services – 10 hours 

• Monthly Business Review with CFO 

​$5,000 /Month 

• Everything Included in Silver, Plus: 

• Advanced Cash Flow Projections 

• Improving Gross Margin 

• Interactive Financial Dashboards 

• Interim CFO Advisory Services – 20 hours 

• Monthly Close 

• Strategy Advisory

 $10,000 /Month 

• Everything Included in Gold, Plus: 

• Audit Support 

• Banking Support 

• Capital Raise 

• Compliance Checks 

• M&A Support 

• Managing Capital Structure 

• Risk and Exposure Management 

• Scenario Modeling 

• Systems Implementation