Service Tiers
01 Bookkeeping
Our basic bookkeeping service includes:
- Categorizing transactions
- Reconciling bank accounts/credit cards
- Producing monthly financials
- 72-Hour turnaround on email inquiries
- Out of scope requests billed at $500/hour
*Payroll and bill pay services can be added for additional fee
02 Accounting
Our accounting tier service includes everything in the bookkeeping tier plus:
- Quarterly strategy calls
- Quarterly Income Projections
- Budget creation
- 5 hours per year of IRS notice and audit support
- 48-Hour turnaround on email inquiries
- Out of scope requests billed at $350/hour
*Payroll and bill pay services can be added for additional fee
03 Fractional CFO
Our fractional CFO tier service includes everything in the accounting tier plus:
- Monthly strategy calls
- Monthly income projections
- Monthly cash flow projections
- Proactive tax planning
- Designated accounting representation available
- 10 hours per year of IRS notice and audit support
- 10 hours per year of out of scope requests
- 24-Hour turnaround on email inquiries
- Out of scope requests billed at $250/hour
*Payroll and bill pay services can be added for additional fee