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Our Services

1

Bookkeeping

Are you ready to get your accounting records organized?

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Ideal for start-up & small businesses with gross revenues of less than $500,000/year.

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Monthly Services Include:

~Income & Expense Tracking

~Bank & Credit Card Reconciliations

~Basic Financial Statements

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(*Price Range - $375 - $2,000/month)

2

Full-Service Accounting

Are you ready to grow your business?

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Ideal for growing & mid-sized businesses with gross revenues between $500,000 to $5M/per year.

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Monthly Services Include:

~Bookkeeping

~Weekly Cash Management

~Accounts Receivable Management

~Accounts Payable/Bill Pay***

~HR-Payroll****

~Detailed Financial Reporting

~Quarterly Financial Meetings

~"Quick Questions"​

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(*Price Range - $2,000 - $10,000/month)​

*Prices shown above are estimates

**A' La Carte services can be added to package for an addt'l  price

***Final BILL pay price depends on estimated # of bills per month

****HR-Payroll is priced based on the number of employees

*****This service does not include bookkeeping or accounting

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3

Fractional CFO

Are you looking for a business partner who can help you plan for the future?

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Ideal for businesses with gross revenues exceeding $1M/year.

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Monthly Services Include:

~Business Financial Partnership

~Advanced Reporting

~Budgeting/Forecasting

~Cash Flow Management

~Tax Planning/Strategies

~Reasonable Comp Plan

~Implementing Systems & Processes

~Priority Meetings​

~Unlimited Consulting

*****

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(*Price Starting at $5,000/month)​​

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