Starter

Basic

Growth

Scale

Typical Number of Employees 1-5 Employees Under 10 Employees 10-20 Employees 20+ Employees
Phone/Email Support Unlimited Unlimited Unlimited Unlimited
Meetings
Onsite or video
 60 minutes 60 Minutes 2 Hours Unlimited
Month-End Close:
Bank & Credit Card Reconciliation
Reconcile Balance Sheet Accounts
Record/Track Accruals
Asset Management/Depreciation
Record Payroll – after the fact & File Returns
Financial Statements:
Balance Sheet & Income Statement
Cash Flow Statement
A/R and A/P Ageing report
Financial Ratios
Statement of Changes in Equity
Strategy, Goals, Analysis:
Breakeven Analysis
Overhead Analysis
Budgets: Develop, Monitor, Report
Forecasting – 12 Month Rolling
Company KPI’s
Strategic Goals – progress
Cash & Asset Management:
Cash Flow Demand – Weekly Cash Meeting
Banking Relationships; LOC, Loans, etc
*Estimated Monthly Fee  $250 $350 $600 $1500
*Price can vary by headcount, services added or removed & assessed needs
**Set Up Included
2hours 3hours 4hours Quote
**initial quote will specify if additional time is needed.

A La Carte Accounting Services

Payroll Processing:

  • Monthly Fee — $35
  • Per Employee — $6
  • Per Employee – Advanced (HR, Timeslips, etc) — $12

Sales Tax Per 1 State/City Combo

  • Sales Tax Report – Simple — $75
  • Sales Tax Report – Complex —$125

Special Projects — Rates are $80/Hr

  • Process Review/Analysis
  • Analyze ERP/Accounting System
  • Special projects/requests

Quote based schedule a free consultation