Scalable outsourced accounting plans.
We take care of your accounting so you can focus on your business.
Accounting Plans
Plan pricing is determined by the complexity and size of your business.
Silver
Our Silver plan is the right fit for companies that process accounting internally. We will review your data, make recommendations, provide assistance, and produce your financials.
People and Services
- CPA-led Accounting Support Team
- Monthly data review and account reconciliations
- Monthly financial statements
- Annual 1099 reporting
- Annual tax preparation and planning
- Property and sales tax returns
Gold
Our Gold plan is designed for companies that prefer to outsource their accounting. With our Gold (and most popular) plan, you get a team of professionals managing your daily accounting activities.
Everything in the Silver plan, plus:
People and Services
- Dedicated accountant
- CPA/Accounting Manager
- Accounting policies and procedures
- Record Accounting Transactions
- Accounts Payable Management
- Customer Invoicing and Accounts Receivable Management
- Payroll processing
- Quarterly business advisory meetings
- Cash flow management
- Annual Budgeting
Platinum
Our Platinum plan includes full-service accounting management and financial planning. With out Platinum plan, you get a full-service accounting department, an HR specialist, and a strategic CFO.
Everything in the Silver and Gold plans, plus:
People and Services
- HR specialist to assist with payroll, on-boarding, compensation reviews, and annual performance evaluations
- Monthly CFO meetings to help guide your business to success
- KPI development and reporting
- Monthly financial analysis and planning
LEARN MORE
How It Works
We have finely tuned our process to get you up and running fast.
- Discovery: you will be assigned a professional CPA to discuss and analyze current operations, requirements, and preferences that will create the basis for designing your custom accounting plan.
- Plan Design: we will customize one of our base plans to meet your exact needs determined in the discovery phase.
- Setup and Implementation: We will conduct a detailed review of your accounting processes, systems, and technology to develop best practices, create standardized accounting policies and procedures, and setup systems access.
- Go Live: start processing
- Plan monitoring
…Should you outsource your accounting?
Until recently, only the largest companies had access to experienced accounting professionals on an outsourced basis. Traditional CPA firms do not offer full-service accounting and the big consulting firms are only available to the largest companies.
Do any of these scenarios sound familiar? If so, it may be a good time to give us a call.
- Spending too much time on accounting and it’s taking away from your core business
- Recently lost key accounting team member and having trouble finding a suitable replacement
- Your business has outgrown your current staff’s abilities, but hiring a skilled Controller or CFO is beyond your budget
- Financial information is unreliable or not available timely
- Your company has grown or downsized
- Unclear about your cash position
- Looking for ways to reduce costs to improve financial position
- Quality of financial reporting is inconsistent
- Concerns your business is not in compliance
- Technology is outdated
Contact Us
Modern accounting, delivered. Take your company to the next level with professionally managed accounting services.