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