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Value Propositions

Solutions Accountant Solutions Manager Solutions Controller Solutions CFO
Ideal for individuals and businesses with up to 25 transaction types per month Ideal for individuals and businesses with up to 75 transaction types per month Ideal for individuals and businesses with up to 150 transaction types per month Ideal for individuals and businesses with up to 300 transaction types per month.
$299 /per month $599 /per month $999 /per month Custom Quote
Electronic bank and credit card feed transactions reconciled and recorded in proper accounts. Electronic bank and credit card feed transactions reconciled and recorded in proper accounts. Electronic bank and credit card feed transactions reconciled and recorded in proper accounts. Electronic bank and credit card feed transactions reconciled and recorded in proper accounts.
Review accounts payable transactions for accuracy Review accounts payable transactions for accuracy Review accounts payable transactions for accuracy Review accounts payable transactions for accuracy
Review billable expenses to ensure they are properly included in outgoing invoices Review billable expenses to ensure they are properly included in outgoing invoices Review billable expenses to ensure they are properly included in outgoing invoices Review billable expenses to ensure they are properly included in outgoing invoices
Quarterly Prepared Financial Statement Package Monthly Prepared Financial Statement Package Monthly Prepared Financial Statement Package Monthly Prepared Financial Statement Package
Phone & Email Support from a dedicated Small Accounting Solutions' Advisor Phone & Email Support from a dedicated Small Accounting Solutions' Advisor Phone & Email Support from a dedicated Small Accounting Solutions' Advisor Phone & Email Support from a dedicated Small Accounting Solutions' Advisor
Monthly subscription to  QuickBooks or Xero Online accounting applications Monthly subscription to  QuickBooks or Xero Online accounting applications Monthly subscription to  QuickBooks or Xero Online accounting applications Monthly subscription to  QuickBooks or Xero Online accounting applications
Optional Payroll Add-On Full Service Payroll with applicable tax filings Full Service Payroll with applicable tax filings Full Service Payroll with applicable tax filings
Optional Federal and State Income Tax Preparation Services Optional Federal and State Income Tax Preparation Services Optional Federal and State Income Tax Preparation Services Optional Income Tax Preparation Services
Yearly Virtual CFO Session with a licensed CPA Quarterly Virtual CFO Session with a licensed CPA Monthly Virtual CFO Session with a licensed CPA Monthly Virtual CFO Session with a licensed CPA

 

All monthly plans include set up to include: Data File, and Business Information, Chart of Accounts, Brand Invoice with Company Logo, Live Feeds from Bank, Credit Card & PayPal Accounts, Import Customer, Supplier & Employee Contacts.

In addition to monthly plans, we also offer other services for fixed fee or hourly arrangements depending on your specific needs.