Packages
monthly accounting & Advisory .
basic
STARTING AT $2,500/MO
Recommended for annual revenue minimum of $400K
Transaction Categorization
​
Account Reconciliation
​
Monthly 1:1
Financial statement review with highly-qualified Accounting and More staff
​
Monthly Financial Decision Making Analysis
​
Annual Budget Preparation
​
Basic Email and Phone Support
BRONZE
STARTING AT $5,000/MO
Recommended for annual revenue minimum of $1 Million
Everything in the Basic Package plus:
​
Dedicated CFO Matched to your Business
​
Bi-Weekly Operations Meeting with your CFO
​
Accounts Receivable Management
​
Accounts Payable Management
​
Operational Finance Support and Analysis
​
Proactive Tax Planning
​
Unlimited Email and Phone Support
PLATINUM
STARTING AT $8,000/MO
Recommended for annual revenue minimum of $2 Million
Everything in the Bronze Package plus:
​
Weekly Operations Meeting with your CFO
​
Participation in Operational and Strategic Planning Meetings as needed
​
IRS Notice Support
​
Cash Flow Forecasting
​
Accounting Manual Development
​
Accounting Team Leadership
​
Onsite Support