Managed Accounting Services

BOOKKEEPING

Starting at $300 per Month Includes:

  • Record & Categorize Transactions
  • End-of-Month Account Reconciliation
  • Create Reports for Profit & Loss

ACCOUNTING

BEST VALUE

Starting at $500 per Month Includes:

Includes Bookkeeping

PLUS

  • Accounts Payable
  • Accounts Receivable

TAX PLANNING

Starting at $800 per Month Includes:

Includes Bookkeeping & Accounting

PLUS

  • Year-Round Tax Planning
  • Tax Deduction Maximization Strategies
  • Tax-Advantaged Corporate Structuring
  • Charitable Giving Strategies
Schedule a Free Consultation

CFO Services

CORE

Starting at $1,000 per Month Includes:

  • Monthly 1:1 financial statement review
  • Financial and decision making analysis during monthly calls
  • Monthly forecast updates using financial planning & analysis (FP&A) tools
  • One Customized financial dashboard
  • Discounted hourly rate for CFO support on special projects

ENHANCED

BEST VALUE

Starting at $2,000 per Month Includes:

Includes Everything in Core Package

PLUS

  • Dedicated CFO matched to your business
  • Monthly operations meetings with your CFO
  • CFO assessment of financial systems and setup
  • Monthly Forecasting using financial planning & analysis (FP&A) tools
  • Customized operational dashboards (up to 3)
  • Accounting team guidance and support
  • Customized monthly reporting in Telemetry

PREMIUM

Starting at $5,000 per Month Includes:

Includes Everything in Core & Enhanced Package

PLUS

  • Weekly CFO integration to business operations
  • Participation in operational and strategic planning meetings as needed
  • Accounting Manual Development
  • Accounting Team leadership
  • Department Level Budgeting (when applicable)
  • Board Reporting
Schedule a Free Consultation