Industry Leading Value

Our primary goal is to help business owners take consistent steps towards growth and success —

 Complete Confidence allows you to focus on Growth! 

Essential

ADVISORY

 Tax Planning & Projection
(ANNUAL)

 Email & Phone Support: 48 Hours Response

TAX: Separate Engagement

 MANAGEMENT REPORTING

 Financial Statement Preparation (MONTHLY): Stock QBO Primary Financial Statements

 ACCOUNTING

 Reconcile of Bank & Credit Card Accounts (MONTHLY)

 Validate General Ledger Accuracy

 Maintain Fixed Asset Schedules and Loan Amortization

 Cash Accounting

 Bill pay processing: Add On

TECH STACK

 Accounting Software (QBO)

 Payroll Service powered by CCC Add On

 Receipt Management (Dext)

Add On

 Bill Payment (BILL): Add On

ONBOARDING

 Kickoff call | Review deliverables, expectations, and establish client portal

Initial Strategy Session (ISS) | Understand business's current state of operations and financials, establish Chart of Accounts

 Backwork | Clean up historical data to produce clean, up-to-date financials

 QBO training sessions

 Financial Statement Review

Typical range

$500 to 975

per month

Plus

ADVISORY

 Tax Advisory   Strategic Planning & Tax Optimization  (2 PER YEAR)

 Email & Phone Support: Same Day Response ( before 3 pm)

TAX: Separate Engagement

 MANAGEMENT REPORTING

 Financial Statement Preparation (MONTHLY) Stock QBO Primary Financial Statements, Include Balance Sheet, Payable and Receivables Schedules

 Territory, Class and Project Reporting

ACCOUNTING

 Reconcile Bank & Credit Card Accounts (MONTHLY)

 Validate General Ledger Accuracy

 Maintain Fixed Asset Schedules and Loan Amortization

 Accrual accounting: GAAP

 Bill pay processing Add On

TECH STACK

 Accounting Software (QBO)

 Payroll Service powered by CCC 

Add ON

 Receipt Management (Dext)

Add ON

 Bill Payment (BILL) Add On

ONBOARDING

 Kickoff call | Review deliverables, expectations, and establish client portal

Initial Strategy Session (ISS) | Understand business's current state of operations and financials, establish Chart of Accounts

 Backwork | Clean up historical data to produce clean, up-to-date financials

 QBO training sessions

 Financial Statement Review

 Typical range

$750 to 1500

per month

Premier

ADVISORY

 Tax Advisory | Strategic Planning & Tax Optimization (Quarterly)

 Email & Phone Support: 2 Hour Response

 Business Advisory | Comprehensive Guidance for Business Growth

TAX: 20% Discount on Corporate Returns

 MANAGEMENT REPORTING

 Financial Statement Preparation (MONTHLY): Include any Custom Sales, operational, financial awareness reporting requested:.

 Live Stream Dashboard + Advanced Insights thru Power BI : Add On

 Custom Reporting | Related to Territory or Class Division, also to include integration of outside data ( e.g. sales activity of production activity where data is found in other system's)

ACCOUNTING

 Reconcile Bank & Credit Card Accounts Daily Cash Reconciliation: Daily Cash awareness E Mail:

 Validate General Ledger Accuracy

 Maintain Fixed Asset Schedules and Loan Amortization

 Full accrual accounting

 Bill pay processing Add On

TECH STACK

 Accounting Software (QBO)

 Payroll Service powered by CCC

Add On 

 Receipt Management (Dext)

Included

 Bill Payment (BILL) Add On

ONBOARDING

 Kickoff call | Review deliverables, expectations, and establish client portal

Initial Strategy Session (ISS) | Understand business's current state of operations and financials, establish Chart of Accounts

 Backwork | Clean up historical data to produce clean, up-to-date financials

 QBO training sessions

 Financial Statement Review

 Typical range

$1000 to 2500

per month