top of page

Packages

background.png

I

Bookkeeping

- Included Options -

Compliance Services

  • Transaction Categorization

  • Account Reconciliation

  • Financial Reporting

  • Financial Meeting

  • Month End Close

Advisory Service

  • Federal Income Tax Estimation

Access & Support

  • Strategic Planning Meeting

  • Email Support

  • Phone Support

Additional Options

  • Out of Scope Requests on a hourly basis

  • Tax Planning: Tax Planning Meeting (1 hour)

II

Accountant

- Included Options -

Compliance Services

  • Transaction Categorization

  • Account Reconciliation

  • Financial Reporting

  • Financial Meeting

  • Month End Close

  • Fixed Asset Management

  • Customized Reports

  • Sales Tax Compliance

  • Accrual Accounting

  • Accounts Payable Management

  • Accounts Receivable Management

Advisory Services

  • Federal Income Tax Estimation

  • Proactive Tax Planning

Access & Support

  • Strategic Planning Meeting

  • Email Support

  • Phone Support

Additional Options

  • Out of Scope Requests on a hourly basis

  • Tax Planning: Tax Planning Meeting (1 hour)

III

Outsourced Controller

- Included Options -

Compliance Services

  • Transaction Categorization

  • Account Reconciliation

  • Financial Reporting

  • Financial Meeting

  • Month End Close

  • Fixed Asset Management

  • Customized Reports

  • Sales Tax Compliance

  • Accrual Accounting

  • Accounts Payable Management

  • Accounts Receivable Management

Advisory Services

  • Budget Creation

  • Federal Income Tax Estimation

  • Cash Flow Forecasting

  • Financial Analysis

  • Proactive Tax Planning

Access & Support

  • Strategic Planning Meeting

  • Email Support

  • Phone Support

Additional Options

  • Out of Scope Requests: 10 Hours per year included, then on hourly basis

  • Tax Planning: Tax Planning Meeting (1 Hour)

What to Expect Each Month

We work on a repeatable cadence so you always know what is coming next. Prior month books are closed and reconciled by the 10th business day. You receive financial statements with a plain-English summary that highlights movement in cash, revenue, and expenses, plus any red flags we see.

​

After delivery, we schedule a brief check-in to review results, open items, and action steps. If tax estimates need an adjustment, we update them and send the rationale. During the quarter we keep year-end work moving, including fixed asset updates, 1099 prep, and document requests, so there are no surprises in January.

​

Support stays responsive. Normal requests get a two business day turnaround, urgent items submitted before 3 p.m. CT are handled the same day when possible. Everything flows through a secure client portal where you can upload files, approve requests, and see status. We work natively in QuickBooks Online or Xero, and integrate cleanly with Gusto, Bill, Stripe, Ramp, and Brex.

bottom of page