Our Pricing
Whether you have a one-time project or need ongoing services, give us a call and we can customize a plan for your needs.
Fundamentals: Bookkeeping, AR, and AP Management –We’ll make sure things are done right and efficiently to not only save you time now, but also for your tax preparer.
Strategy: Controller for Hire & Business Consulting, Advanced & Forensic Accounting, Payroll, Sales, & Excise Tax Filings -When you need extra expertise to uncover discrepancies or leverage advantages for your tax strategy, we have you covered. Scaling a profitable business requires strategic thinking and planning. We’re here to be an extension of your executive team.
Flat-rate pricing is available, please contact us to discuss your needs.
Outsourced Accounting, CFO & Consulting Services
We offer expertise in the areas listed below, and we work with other professionals across all industries to assist with those needs beyond our scope of service. We also use secure file uploads and downloads through an encryption service.
Accounting Services
Bookkeeping
- Maintain accurate and up-to-date financial records.
- Reconcile bank and credit card statements.
- Track income, expenses, and cash flow.
- Prepare monthly, quarterly, and annual financial statements.
- Provide customized reporting for business insights.
Payroll
- Process payroll for employees and contractors.
- Manage payroll tax calculations, filings, and payments.
- Handle new hire reporting and employee setup.
- Track employee benefits and deductions.
- Ensure compliance with federal, state, and local payroll regulations.
Billing and accounts receivable
- Prepare and send customer invoices.
- Monitor outstanding balances and follow up on overdue accounts.
- Record incoming payments accurately and timely.
- Provide detailed accounts receivable aging reports.
- Implement systems to streamline billing processes.
Accounts payable tracking and payment
- Record vendor invoices and manage payment schedules.
- Ensure timely and accurate bill payments.
- Track vendor accounts and maintain good relationships.
- Provide detailed accounts payable reports.
- Identify opportunities for cost savings through early payments or discounts.
Quarterly and annual tax forms and reports
- Prepare and file payroll tax forms (e.g., Form 941, Form 940, W-2, 1099).
- Generate and file state-specific tax forms and reports.
- Assist with sales tax reporting and remittance.
- Ensure compliance with IRS and state regulations.
- Provide tax-related documentation to clients for year-end review.
Monthly performance reports
- Deliver custom financial performance reports.
- Highlight key metrics like profitability, expenses, and growth trends.
- Compare actual results against budget or prior periods.
- Provide actionable insights for business improvement.
- Review reports with clients to ensure understanding and guide decision-making.
Prepare tax information and work with income tax preparer
- Organize and compile necessary financial records for tax filing.
- Provide detailed year-end summaries for tax preparers.
- Coordinate with tax professionals to answer queries or provide clarification.
- Work with CPA to minimize tax liabilities and plan for future tax strategies.
Learn More – Outsourced Accounting Services
CFO Consulting Services
Management and supervision of financial and legal matters
- Oversee and coordinate financial and legal activities to ensure alignment with business goals.
- Work with legal counsel and financial advisors to address complex issues.
- Manage contracts, agreements, and compliance documents.
- Monitor financial transactions and legal obligations for accuracy and adherence to regulations.
- Provide strategic recommendations to mitigate risks and improve outcomes.
Insurance applications and review
- Assist in selecting the right insurance coverage for business needs, including liability, property, and worker’s compensation.
- Review existing policies for adequate coverage and cost-effectiveness.
- Identify gaps in coverage and recommend necessary adjustments.
- Prepare and submit applications for new policies or renewals.
- Act as a liaison between the business and insurance providers during claims or disputes.
Financial and operations management and consulting
- Analyze and optimize financial processes to improve efficiency and profitability.
- Streamline operations through workflow assessments and process improvements.
- Provide strategic planning to align operations with long-term business objectives.
- Develop key performance indicators (KPIs) and monitor performance to ensure operational success.
- Offer actionable insights and recommendations for growth and sustainability.
Compliance with federal, state and local laws and registrations
- Ensure the business meets all necessary financial regulatory and registration requirements.
- File and maintain licenses, permits, and other mandatory documents.
- Monitor changes in laws and advise on compliance adjustments.
- Assist with audits and reviews by government entities.
- Provide guidance to avoid penalties and maintain legal standing.
Full startup or dissolution of companies
- Handle all aspects of business formation, including entity selection, registration, and EIN setup.
- Draft and file organizational documents such as Articles of Incorporation or Operating Agreements.
- Assist in setting up accounting systems, bank accounts, and tax registrations.
- Manage the dissolution process, including final filings, creditor notifications, and tax clearances.
- Provide support throughout transitions to ensure compliance and minimize risks.
Company records maintenance
- Maintain organized and accurate records for all business activities.
- Track corporate resolutions, meeting minutes, and shareholder agreements.
- Update and archive records to ensure compliance with legal requirements.
- Provide easy access to essential documents for audits or legal purposes.
- Conduct periodic reviews to ensure records remain current and complete.
Updating corporate documents
- Work with legal counsel to review and update bylaws, operating agreements, and other corporate governance documents.
- Ensure corporate filings reflect current officers, directors, and ownership.
- Prepare amendments to documents as business structures or goals change.
- File necessary updates with government agencies or secretaries of state.
- Provide guidance to ensure documentation supports legal and financial objectives.
Business process analysis and management
- Evaluate existing processes to identify inefficiencies or bottlenecks.
- Develop and implement strategies for process improvement.
- Monitor workflows to ensure optimal performance and consistency.
- Use data-driven analysis to align processes with organizational goals.
Budgeting and Planning Services
- Develop comprehensive budgets tailored to business needs and objectives.
- Provide forecasting models to anticipate revenue, expenses, and cash flow.
- Monitor budget performance and provide periodic updates.
- Offer guidance on resource allocation to maximize efficiency and growth.
- Align budgeting strategies with long-term business plans.
Learn More – Outsourced CFO Services
Consulting Services
Project management
- Plan, execute, and oversee specific business and financial projects from start to finish.
- Create detailed timelines, assign tasks, and monitor progress to ensure deadlines are met.
- Coordinate communication among team members and stakeholders.
- Identify and mitigate risks or roadblocks that could impact project outcomes.
- Create key performance indicators (KPI’s) and monitor them throughout the project.
- Provide post-project analysis to measure financial success and document lessons learned.
Monitoring and managing trademarks and domains
Human Resource Management
- Assist in hiring and onboarding new employees.
- Implement HR policies and procedures.
- Maintain employee records and ensure compliance with labor laws.
- Support performance evaluations and employee training programs.
Detailed document review
- Review contracts, agreements, and other critical business documents for financial accuracy and completeness.
- Identify potential financial risks, inconsistencies, or areas needing clarification.
- Ensure financial compliance with regulatory and legal standards.
- Provide summaries and recommendations for revisions or improvements.
- Collaborate with legal counsel to finalize documents as needed.
Legal and regulatory liaison
- Act as a point of contact between businesses and legal or regulatory entities.
- Assist in navigating complex compliance requirements and deadlines.
- Communicate regulatory changes and their impact on business operations.
- Support the resolution of disputes, audits, or investigations.
- Work closely with attorneys to streamline legal processes and protect the business’s interests.
Learn More – Business Consulting Services
Our Pricing
Whether you have a one-time project or need ongoing services, give us a call and we can customize a plan for your needs. Our hourly rates are as follows:
Bookkeeping, Fundamentals, & Payroll – $80/hr. We’ll make sure things are done right and efficiently to not only save you time now, but also for your tax preparer.
CFO & Business Consulting, Advanced & Forensic Accounting, Payroll, Sales, & Excise Tax Filings – $160/hr. When you need extra expertise to uncover discrepancies or leverage advantages for your tax strategy, we have you covered. Scaling a profitable business requires strategic thinking and planning. We’re here to be an extension of your executive team.
Flat-rate pricing is available, please contact us to discuss your needs.
Outsourced Accounting, CFO & Consulting Services
We offer expertise in the areas listed below, and we work with other professionals across all industries to assist with those needs beyond our scope of service. We also use secure file uploads and downloads through an encryption service.
Accounting Services
• Payroll
• Billing and accounts receivable
• Accounts payable tracking and payment
• Quarterly and annual tax forms and reports
Monthly performance reports
Prepare tax information and work with income tax preparer
Learn More – Outsourced Accounting Services
CFO Consulting Services
- Management and supervision of financial and legal matters
- Insurance applications and review
- Financial and operations management and consulting
- Compliance with federal, state and local laws and registrations
- Full startup or dissolution of companies
- Company records maintenance
- Updating corporate documents
- Business process analysis and management
- Budgeting and Planning Services
Learn More – Outsourced CFO Services
Consulting Services
- Project management
- Monitoring and managing trademarks and domains
- Human Resource Management
- Detailed document review
- Legal and regulatory liaison
- Securities account analysis and review
Learn More – Business Consulting Services
