Services for Businesses
Small Business Package
The aim of the Small Business Package is to manage all bookkeeping and financial reporting functions so that you and your CPA can do a better job managing your profits and the tax planning process.
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The Small Business Package includes the following:
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Complete bookkeeping of transactions
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Access to data on the Web
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Monthly reconciliation of bank accounts
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Monthly Conference Call
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High Level Financial Tracking Package
With this solution, we manage all bookkeeping, financial reporting and payroll functions in a cost effective manner. Our goal is to become a trusted adviser who can assist in making your company more profitable and protect you from liability and unnecessary taxes.​
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The High Level Financial Tracking Package includes the following
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Complete bookkeeping of transactions
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Payroll Processing
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Access to data on the Web
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Weekly reconciliation of bank accounts
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Monthly Income Statement, Balance Sheet and Statement of Cash Flows
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Monthly Conference Call
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Quarterly Visit
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Outsourced CFO Package
In the Outsourced CFO Package, we serve as an outsourced CFO for companies that are not big enough to hire an in-house comptroller. With this solution, we manage all budgeting, bookkeeping, invoice and payroll processing and financial reporting as well as tax planning and preparation.
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The Outsourced CFO Package includes the following:
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Budgeting
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Complete bookkeeping of transactions
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Invoice Processing
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Payroll Processing
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Access to data on the Web
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Weekly reconciliation of bank accounts
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Weekly Income Statement, Balance Sheet and Statement of Cash Flows
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Weekly Conference Call
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Monthly Visit
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Tax Planning
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Tax Preparation
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