Outsource Accounting Prices
Our outsourced accounting pricing is designed to be affordable for businesses of all sizes, supporting your growth to the next level. The first package, Starter – Compliance, cater to the needs of owner-operated firms, ensuring foundational financial management. The advanced packages, Fractional Controller and Fractional CFO, are tailored for larger firms where managers are making strategic financial decisions.
Our Outsource Accounting Prices
Our outsource accounting prices are fully disclosed, and organized into packages designed to help businesses of all sizes grow and reach the next level. The packages of Starter Compliance, Advanced Insight (Bronze), Fractional Controller (Silver), and Fractional CFO (Gold) work to help your business where it is at now, to take it to where you want it to go.
We think it is important to be a partner with our client, which means being upfront about costs.
Starter – Compliance
Our Starter (Compliance) package simplifies your financial management with key services. It includes quarterly reconciliation of bank and credit card statements and a 4-week close process to keep your accounts current. We prepare annual financial statements and payroll documents, and handle your annual business tax return. Enjoy quarterly CPA consultations, in-depth meetings with a controller, and daily email support.
Our seamless onboarding integrates your business into our systems, with expert IRS notice assistance for peace of mind. Additional features include secure document storage, sales tax filings, and 1099 preparation to ensure full compliance and accuracy.
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Advanced Insight (Bronze)
Our Bronze package delivers monthly accounting with a 4-week close, keeping your financials up-to-date. It includes bank and credit card reconciliation, paperless payables, and comprehensive financial statement preparation. We manage payroll documents and your annual business tax return, offering quarterly CPA consultations and monthly controller meetings for guidance.
Enjoy seamless onboarding, expert IRS notice support, and additional services like secure document storage, sales tax filings, and 1099 preparation to ensure compliance and accuracy.
Fractional Controller (Silver)
Our Silver package includes everything in the Bronze level, plus enhanced features for accelerated accounting and strategic support.
Enjoy monthly reconciliation of all financial accounts with a 2-week close and timely monthly financial statements. Gain expanded strategic support with monthly CPA consultations and controller meetings, alongside daily email assistance.
Benefit from enhanced payroll services, including bi-weekly processing and advanced tax strategies. We also offer basic payables and receivables management to streamline your bill payments and customer invoicing.
Fractional Cheif Financial Officer (Gold)
Our top tier Fractional CFO Gold package builds on everything in the Silver package, offering premium accounting and reporting services. Experience weekly reconciliation of financial accounts and weekly financial statements, ensuring the most current insights with a rapid 1-week post-month-end close.
Benefit from continuous support with paperless payables and seamless software integration. Enhance your strategic and tax planning with weekly CPA consulting calls and quarterly tax planning meetings.
Enjoy weekly consultations with a controller and daily email support. We provide full tax audit support, including correspondence and representation at no extra charge. Additionally, manage your bill payments and customer invoicing efficiently with expanded payables and receivables services.
Starter - Compliance
- Quarterly Accounting
- Annual Tax Returns
- Annual Tax Planning
- Quarterly Reviews
- Entity Review & Payroll
Advanced Insight (Bronze)
- Monthly Accounting
- Cash Allocation Strategy
- Monthly Financial Statements
- Monthly Reviews
- Everything in Starter – Compliance
Fractional Controller (Silver)
- Weekly Accounting
- Business Goal Tracking
- Advanced Quarterly Tax Planning
- Weekly Reviews
- Everything in Advanced Insight (Bronze)
Fractional CFO (Gold)
- Daily Transaction Imports
- Weekly Cash “Tie-Outs”
- Weekly Reports of KPIs
- Monthly KPI Driven Strategy
- Everything in Fractional Controller (Silver)