Accounting Plans

Accounting Packages:

  • Self-Directed Plan

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    $100 per month
  • Full-Service

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    $500 per month
  • CFO Service

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    $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
  • 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
  • Accounting system review for $1,000 & a setup fee of $500 may apply.
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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
  • 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

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  • 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
  • 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
Get Started Now