Accounting Packages:
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$100 per month
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$500 per month
-
$2,500 per month
Self-Directed Plan
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- Xero or QuickBooks Online Cloud Accounting
Unlimited bank and credit accounts – you manage transactions and reconciliations monthly - Monthly
- Success Check
- Review the Chart of Accounts for Changes & Clarity
- Review the status of your transactions, troubleshoot & reminders
- Post Monthly Profit & Loss, Balance Sheet, and General Ledger to Shared Drive for history
- Draft Sales Reports
- Assess Tax Liability Report for WA Excise Tax
- File & Pay WA Excise Tax – monthly if a monthly filer, quarterly if a quarterly filer, annually if an annual filer
- Success Check
- Quarterly
- Success Check
- Transactions inspection & correction
- Payroll Adjustments
- Update you on processes to change and changes in your business
- Review potential major purchases or asset dispositions
- Review any tax and licensing notices or upcoming dates, apprise of changes before renewing
- Unlimited Chat access to everyone on our team with the ability to schedule tasks, provide files, and ask questions 24/7
- Success Check
- Accounting system review for $1,000 & a setup fee of $500 may apply.
Get Started Now
Full Service
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- QuickBooks Online, QuickBooks Desktop, or Xero based on your business needs
- Unlimited bank, credit, or loan accounts – we manage transactions weekly and reconciliations monthly to your statements
- Success Check – Weekly
- Review/Enter Invoices, Items, Payments & Bank Deposits for accuracy
- Revenue adjustments
- Review the Chart of Accounts for Changes & Clarity
- Ensure Transactions are always current
- Success Check – Monthly
- Draft & Review Sales Report
- Assess Tax Liability Report for WA Excise Tax
- File & Pay WA Excise Tax – monthly if a monthly filer, quarterly if a quarterly filer, annually if an annual filer
- YTD Performance Metrics with comments/recommendations posted to
your Shared Drive - Focus on your business indicators to watch and plan changes
- Labor Cost Metrics
- Materials & Supplies Costs
- Subcontractors & documentation
- Operating Expenses
- Budgeting Forecast
- Accounting Tasks – Weekly
- Pull bank feeds from all bank, credit card, loan sources where possible
- Categorize transactions, send suspense reports, add adjustments
- Reconcile bank, credit card, and loan accounts
- Accounting Tasks – Quarterly
- Success check – in-person or online
- General Ledger review & comment
- Update on processes to change and changes in your business
- Review potential major purchases or asset dispositions
- Review any tax and licensing notices or upcoming dates, apprise of changes before renewing
- Review of YTD Performance Metrics for progress
- Success check – in-person or online
- Unlimited Chat access to everyone on our team with the ability to
schedule tasks and ask questions 24/7 - Same-day phone access for help during regular business hours
- Accounting system review for $1,000 & a setup fee of $500 may apply.
Get Started Now
CFO Service
Click For Details
- QuickBooks Desktop or Online based on your business needs
- Unlimited bank, credit, or loan accounts – we manage transactions weekly and reconciliations monthly to your statements
- Success Check – Weekly
- Review/Enter Invoices, Items, Payments & Bank Deposits for accuracy
- Revenue adjustments
- Review the Chart of Accounts for Changes & Clarity
- Ensure Transactions are always current
- Post Weekly Profit & Loss, Balance Sheet, and General Ledger to Shared Drive for history
- Success Check – Monthly
- Draft & Review Sales Report
- Assess Tax Liability Report for WA Excise Tax
- File & Pay WA Excise Tax – monthly if a monthly filer, quarterly if a quarterly filer, annually if an annual filer
- YTD Performance Metrics with comments/recommendations posted to your Shared Drive
- In-person review of metrics with discussion and strategy planning
- Focus on your business indicators to watch and plan changes
- Labor Cost Metrics
- Materials & Supplies Costs
- Subcontractors & documentation
- Operating Expenses
- Budgeting Forecast
- Accounting Tasks – Weekly
- Pull bank feeds from all bank, credit card, loan sources where possible
- Categorize transactions, send suspense reports, add adjustments
- Reconcile bank, credit card, and loan accounts
- Accounting Tasks – Quarterly
- Success check – in-person or online
- General Ledger review & comment
- Update on processes to change and changes in your business
- Review potential major purchases or asset dispositions
- Review any tax and licensing notices or upcoming dates, apprise of changes before renewing
- Review of YTD Performance Metrics for progress
- Success check – in-person or online
- Unlimited Chat access to everyone on our team with the ability to
schedule tasks and ask questions 24/7 - Same-day phone access for help during regular business hours
- We handle all aspects of your company’s financials including invoicing, payments, and transactions. The only thing not included is your annual tax filing of a 1120S, 1065, or 1040.
- Accounting system review for $1,000 & a setup fee of $500 may apply.
- Contact us for details
