Select the Plan that's Right for You
 

accountant

• initial setup and/or conversion to QuickBooks Online

• management and staff training

• monthly closing

• expense classification

• account reconciliation

• monthly financial reporting

• unlimited phone and email support

• unlimited access to our referral network

controller

All ACCOUNTANT features plus:

• process optimization

• conversion to accrual based accounting

• customer invoicing and processing receipts

• bill processing and payments

• receipt and expense report processing

• payroll processing and compliance

• state and local tax and license processing and compliance

• annual retail trade report processing and compliance

ADDITIONAL SERVICES*

• individual and corporate income tax planning

• income tax preparation and compliance

• estate and succession planning

• wealth management

• representation during IRS audits

CFO

All CONTROLLER features plus:

• initial and ongoing strategic planning and forecasting

• cost control, budgeting and KPI's

• board of directors membership and compliance

• design and implementation of internal financial and operational level controls

• best practices and process improvement

• manufacturing and inventory best practices

• regulatory implementation and compliance

• assistance with human resource management

• external compilation, review and audit conduit

• insurance and enterprise risk management

• workers compensation insurance reviews and compliance audit

• collections management

ADDITIONAL SERVICES*

• franchise, litigation and contract review

• mergers, acquisitions and conversions

• exit strategy and succession planning

• presenting companies for potential sale

• banking, debt and equity financing

*additional services are considered special projects requiring additional partner and/or associate time, and are priced and billed separately.