HOW OUR PLANS WORK
Our plans are adapted to fit our customer’s specific requirements.
We have designed our services to help small businesses or funded startups grow from roughly $1mm to $20mm in annual revenue or from 5 to 100 employees. We do this by providing a cloud-based, scalable accounting department with an experienced team that makes sure you have timely information to make better business decisions.
Although each plan can be customized, we break out our services into commonly known job titles. Most customers start out on the Accountant plan as it will encompass everything you would need to run your business.
We collaborate with our customers and consider ourselves as an extended part of your team. This isn’t an end-of-the-month bookkeeping experience. We are working every day on our customer’s accounting to ensure we are responsive and timely using accrual accounting and providing insight into the numbers.
Accountant
streamlined, cloud-based accounting department.
- Xero or QB software subscription
- Daily transaction processing
- Accrual accounting & supporting schedules
- Month-end close
- Financial report package
- Meetings with management (quarterly)
- Unlimited phone & email support
- Software & procedural training
- Payroll
- Weekly cash flow reports
Controller
Everything in Accountant
budget tracking to achieve your goals.
- Budget-to-actual reporting
- Financial commentary & analysis
CFO
Everything in Controller
performance metrics with actionable insights
- Performance management dashboard
- What-if analysis or scenario building
- Meetings with management (monthly)