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.

The Small Business Package includes the following:

  • Complete bookkeeping of transactions

  • Access to data on the Web

  • Monthly reconciliation of bank accounts

  • Monthly Conference Call

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.​

The High Level Financial Tracking Package includes the following

  • Complete bookkeeping of transactions

  • Payroll Processing

  • Access to data on the Web

  • Weekly reconciliation of bank accounts

  • Monthly Income Statement, Balance Sheet and Statement of Cash Flows

  • Monthly Conference Call

  • Quarterly Visit

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.

The Outsourced CFO Package includes the following:

  • Budgeting

  • Complete bookkeeping of transactions

  • Invoice Processing

  • Payroll Processing

  • Access to data on the Web

  • Weekly reconciliation of bank accounts

  • Weekly Income Statement, Balance Sheet and Statement of Cash Flows

  • Weekly Conference Call

  • Monthly Visit

  • Tax Planning

  • Tax Preparation

Need a custom-tailored solution?  
Give us a call and we would be happy to develop a custom-tailored package.

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