Accounting Services
My goal is simple: To help you start, build and grow the business you dream of.
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Entrepreneur Package
We'll begin with an examination of your current systems and processes. Then tailor our services around your unique budget, goals, and processes.
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Revenue: $0 - $5,000 per month
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- Manage Chart of Accounts for your specific industry
- Manage Accounts: credit cards, banks, customers and vendors (up to 3 each).
- Products / Services updates
- Accounts payable - Bill Payment
- Accounts receivable - Invoicing
- Account reconciliations
- Month-end close
- Monthly, quarterly and annual financial statements
- 1 HR Strategy Session per month
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Small Business Package
We'll decide how much support your business requires, weekly, monthly or quarterly. The goal is to be compliant and consistent each month.
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Revenue: $5,001 - $10,000 per month
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Includes, everything in entrepreneur package and
- Manage Accounts: Bank, credit cards (up to 7)
- Vendor Account Maintenance
- Customer Account Maintenance
- Inventory Management
- Cost Control Processes
- Budgeting and Forecasting
- Owner payroll Management
- Internal controls Processes
- Sales tax and payroll tax reporting
- Custom Reports ( up to 3)
- 1 HR Startegy Session per month
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Corporate Package
Chief Financial Officer (CFO), oversee long-term financial picture. with capital structure and the best mix of debt, equity, and internal financing.
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Revenue: $10,001+ per month
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Includes, everything in entrepreneur and startup package, plus CFO Services.
- Develop Investment Strategy
- Unlimited transactions
- Unlimited Account Management
- Unlimited Reports
- Month End Close
- Manage Capital Structure: Assets, Debt, Equity and Financing
- Internal Auditing and Assurance
- Tax Planning
- 2 HR Strategy Session per month