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Packages

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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)

Alviso CPA PLLC. 

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