Pricing

White Glove: Transactions updated weekly for confident strategic decision making anytime . Reconciled 5 days after months end.

Collaboration: Transactions updated bi-weekly for faster insight. Reconciled 10 days after months end.

Wildcatter: Transactions updated monthly. Reconciled 15 days after months end.

White Glove: Profit & Loss, Balance Sheet, & Cash Flow – both summary & detailed versions for Board, Lender, Investor Reporting; Delivery includes professional report format & 2 min audio/podcast review.

Wildcatter & Collaboration: Profit & Loss, Balance Sheet, & Cash Flow. Delivery includes professional report format & 2 min audio/podcast review.

Collaboration: Review & modify existing COA w/suggestions how to tailor for specific industry needs.

Track the overall health of your business w/ key metrics & threshold indicators (Excellent, Good, Critical). Visibility into performance gaps & strengths.

10 Steps Business Owners can take right now to reduce their tax liability.

Offload your sales tax & use reporting & compliance. Calculate, remit & manage correspondence.

Worry-free monthly payroll & 1099 filings. Retirement & health deductions provided by client; direct deposit.

Outsource your Accounts Receivable Dept. Weekly invoice processing. Focus on keeping A/R low & cash flow steady.

Outsource your Accounts Payable Dept for predictable cash flow. Manage vendor spend & payment terms. Avoid costly errors & fraud.

Precise tracking of revenue, expenses, & production data. Proper coding, allocation and recording of joint interest billing (JIB). Proper recognition of gains & losses from hedging activities. Determine how RECs are classified & accurately record.

Forecast, monitor & manage cash flow.

Review latest tax law & regulations as it relates to co; strategies to reduce tax liability & make good business decisions.

Get a clearer picture of netback cost structures & profitability trends over time. What are the main drivers of margin variance? Profitability analysis by revenue source. Reports with immediate impact.

How are you stacking up against your competition? What can you do to optimize your business & scale your profits?

White Glove: Customized reporting articulated to give decision makers immediate action steps. Establish & execute financial goals.

Maximize your money & your liquidity. Leverage our firm to establish higher yields w/same day liquidity. Optimize your resources.

Assist management in establishing budget vs actual reports.

White Glove: Develop first name relationship w/your banker, providing compliance w/debt covenents & reporting that will maximize banker-client rapport. Technical oversight, risk support, & feedback to co’s internal accounting & executive staff. What’s working? What isn’t? How do we improve?

Collaboration: Technical oversight, risk support, & feedback to co’s internal accounting & executive staff. What’s working? What isn’t? How do we improve?

Prioritized prep & electronic filing of business return. Seamless & easy document exchange process.

White Glove: Includes state return. 2 week turnaround beginning when all documents are received.

Collaboration: Data due by Feb 10th for on time filing.

Wildcatter: Data due by Jan 30th for on time filing

Quarterly tax estimates based on current earnings for the most accurate payment planning.

White Glove: Payments faciliated on behalf of client.

Review, interpretation, & drafted responses to IRS notices – this is for 1 IRS matter; additional notices will receive an estimate for out of scope work.

Loom recording walking through the tax return.

White Glove: Option to schedule a 1-1 meeting via portal.

Support for bookkeeping related matters. Calls scheduled via portal.

White Glove: 2 calls/mo & questions via portal & email. Response time 24 business hours.

Collaboration: 1 call/mo & bookkeeping questions via portal & email. Response time 24 business hours.

Wildcatter: Questions via portal & email. Response time 24 business hours.

Dedicated separate phone & email for urgent matters needing the upmost attention & cannot wait for monthly calls.

Dedicated strategy calls mid month & end of month to discuss forward looking guidance. Think big decisions & big $. Calls scheduled via portal.

White Glove: Ad hoc calls prioritized in scheduling.

White Glove: Transactions updated weekly for confident strategic decision making anytime . Reconciled 5 days after months end.

Collaboration: Transactions updated bi-weekly for faster insight. Reconciled 10 days after months end.

Wildcatter: Transactions updated monthly. Reconciled 15 days after months end.

White Glove: Profit & Loss, Balance Sheet, & Cash Flow – both summary & detailed versions for Board, Lender, Investor Reporting; Delivery includes professional report format & 2 min audio/podcast review.

Wildcatter & Collaboration: Profit & Loss, Balance Sheet, & Cash Flow. Delivery includes professional report format & 2 min audio/podcast review.

Collaboration: Review & modify existing COA w/suggestions how to tailor for specific industry needs.

Track the overall health of your business w/ key metrics & threshold indicators (Excellent, Good, Critical). Visibility into performance gaps & strengths.

10 Steps Business Owners can take right now to reduce their tax liability.

Offload your sales tax & use reporting & compliance. Calculate, remit & manage correspondence.

Worry-free monthly payroll & 1099 filings. Retirement & health deductions provided by client; direct deposit.

Outsource your Accounts Receivable Dept. Weekly invoice processing. Focus on keeping A/R low & cash flow steady.

Outsource your Accounts Payable Dept for predictable cash flow. Manage vendor spend & payment terms. Avoid costly errors & fraud.

Precise tracking of revenue, expenses, & production data. Proper coding, allocation and recording of joint interest billing (JIB). Proper recognition of gains & losses from hedging activities. Determine how RECs are classified & accurately record.

Forecast, monitor & manage cash flow.

Review latest tax law & regulations as it relates to co; strategies to reduce tax liability & make good business decisions.

Get a clearer picture of netback cost structures & profitability trends over time. What are the main drivers of margin variance? Profitability analysis by revenue source. Reports with immediate impact.

How are you stacking up against your competition? What can you do to optimize your business & scale your profits?

White Glove: Customized reporting articulated to give decision makers immediate action steps. Establish & execute financial goals.

Maximize your money & your liquidity. Leverage our firm to establish higher yields w/same day liquidity. Optimize your resources.

Assist management in establishing budget vs actual reports.

White Glove: Develop first name relationship w/your banker, providing compliance w/debt covenents & reporting that will maximize banker-client rapport. Technical oversight, risk support, & feedback to co’s internal accounting & executive staff. What’s working? What isn’t? How do we improve?

Collaboration: Technical oversight, risk support, & feedback to co’s internal accounting & executive staff. What’s working? What isn’t? How do we improve?

Prioritized prep & electronic filing of business return. Seamless & easy document exchange process.

White Glove: Includes state return. 2 week turnaround beginning when all documents are received.

Collaboration: Data due by Feb 10th for on time filing.

Wildcatter: Data due by Jan 30th for on time filing

Quarterly tax estimates based on current earnings for the most accurate payment planning.

White Glove: Payments faciliated on behalf of client.

Review, interpretation, & drafted responses to IRS notices – this is for 1 IRS matter; additional notices will receive an estimate for out of scope work.

Loom recording walking through the tax return.

White Glove: Option to schedule a 1-1 meeting via portal.

Support for bookkeeping related matters. Calls scheduled via portal.

White Glove: 2 calls/mo & questions via portal & email. Response time 24 business hours.

Collaboration: 1 call/mo & bookkeeping questions via portal & email. Response time 24 business hours.

Wildcatter: Questions via portal & email. Response time 24 business hours.

Dedicated separate phone & email for urgent matters needing the upmost attention & cannot wait for monthly calls.

Dedicated strategy calls mid month & end of month to discuss forward looking guidance. Think big decisions & big $. Calls scheduled via portal.

White Glove: Ad hoc calls prioritized in scheduling.

White Glove: Transactions updated weekly for confident strategic decision making anytime . Reconciled 5 days after months end.

Collaboration: Transactions updated bi-weekly for faster insight. Reconciled 10 days after months end.

Wildcatter: Transactions updated monthly. Reconciled 15 days after months end.

White Glove: Profit & Loss, Balance Sheet, & Cash Flow – both summary & detailed versions for Board, Lender, Investor Reporting; Delivery includes professional report format & 2 min audio/podcast review.

Wildcatter & Collaboration: Profit & Loss, Balance Sheet, & Cash Flow. Delivery includes professional report format & 2 min audio/podcast review.

Collaboration: Review & modify existing COA w/suggestions how to tailor for specific industry needs.

Track the overall health of your business w/ key metrics & threshold indicators (Excellent, Good, Critical). Visibility into performance gaps & strengths.

10 Steps Business Owners can take right now to reduce their tax liability.

Offload your sales tax & use reporting & compliance. Calculate, remit & manage correspondence.

Worry-free monthly payroll & 1099 filings. Retirement & health deductions provided by client; direct deposit.

Outsource your Accounts Receivable Dept. Weekly invoice processing. Focus on keeping A/R low & cash flow steady.

Outsource your Accounts Payable Dept for predictable cash flow. Manage vendor spend & payment terms. Avoid costly errors & fraud.

Precise tracking of revenue, expenses, & production data. Proper coding, allocation and recording of joint interest billing (JIB). Proper recognition of gains & losses from hedging activities. Determine how RECs are classified & accurately record.

Forecast, monitor & manage cash flow.

Review latest tax law & regulations as it relates to co; strategies to reduce tax liability & make good business decisions.

Get a clearer picture of netback cost structures & profitability trends over time. What are the main drivers of margin variance? Profitability analysis by revenue source. Reports with immediate impact.

How are you stacking up against your competition? What can you do to optimize your business & scale your profits?

White Glove: Customized reporting articulated to give decision makers immediate action steps. Establish & execute financial goals.

Maximize your money & your liquidity. Leverage our firm to establish higher yields w/same day liquidity. Optimize your resources.

Assist management in establishing budget vs actual reports.

White Glove: Develop first name relationship w/your banker, providing compliance w/debt covenents & reporting that will maximize banker-client rapport. Technical oversight, risk support, & feedback to co’s internal accounting & executive staff. What’s working? What isn’t? How do we improve?

Collaboration: Technical oversight, risk support, & feedback to co’s internal accounting & executive staff. What’s working? What isn’t? How do we improve?

Prioritized prep & electronic filing of business return. Seamless & easy document exchange process.

White Glove: Includes state return. 2 week turnaround beginning when all documents are received.

Collaboration: Data due by Feb 10th for on time filing.

Wildcatter: Data due by Jan 30th for on time filing

Quarterly tax estimates based on current earnings for the most accurate payment planning.

White Glove: Payments faciliated on behalf of client.

Review, interpretation, & drafted responses to IRS notices – this is for 1 IRS matter; additional notices will receive an estimate for out of scope work.

Loom recording walking through the tax return.

White Glove: Option to schedule a 1-1 meeting via portal.

Support for bookkeeping related matters. Calls scheduled via portal.

White Glove: 2 calls/mo & questions via portal & email. Response time 24 business hours.

Collaboration: 1 call/mo & bookkeeping questions via portal & email. Response time 24 business hours.

Wildcatter: Questions via portal & email. Response time 24 business hours.

Dedicated separate phone & email for urgent matters needing the upmost attention & cannot wait for monthly calls.

Dedicated strategy calls mid month & end of month to discuss forward looking guidance. Think big decisions & big $. Calls scheduled via portal.

White Glove: Ad hoc calls prioritized in scheduling.

Transformation: Transactions updated weekly for confident strategic decision making anytime. Reconciled 7 days after months end.

Blueprint: Transactions updated bi-weekly for faster insight. Reconciled 15 days after months end.

Foundation: Transactions updated monthly. Reconciled 20 days after months end.

Transformation: Profit & Loss, Balance Sheet, & Cash Flow – Both detailed & Executive versions for Board, Lender, Investor Reporting; Delivery includes professional report format & 2 min audio/podcast review.

Blueprint & Foundation: Profit & Loss, Balance Sheet, & Cash Flow. Delivery includes professional report format & 2 min audio/podcast review.

Transformation: Review & modify existing COA including WIP Reporting.

Blueprint: Review & modify existing COA w/suggestions how to tailor for specific industry needs.

Foundation: Review of existing COA w/suggestions how to tailor for specific industry needs.

Track the overall health of your business w/ key metrics & threshold indicators (Excellent, Good, Critical). Visibility into performance gaps & strengths.

10 Steps Business Owners can take right now to reduce their tax liability.

Offload your sales tax & use reporting & compliance. Calculate, remit & manage correspondence.

Certified payroll reporting ensuring wage rates, fringe benefits, jurisdiction breakdown, lien waiver tracking, union payments and more are compliant; 1099 filing.

Outsource your Accounts Receivable Dept. Weekly invoice processing to better match income to progress billings. Have predictable cash flow & time to focus on sales growth.

Outsource your Accounts Payable Dept for predictable cash flow. Bills are accurate, organized, & optimized to pay when due.

Forecast, monitor & manage cash flow.

Review latest tax law & regulations as it relates to co; strategies to reduce tax liability & make good business decisions.

WIP reports are not just to understand what happened, but rather to plan for what will happen. These are the lifeblood of successful construction firms.

How are you stacking up against your competition? What can you do to optimize your business & scale your profits.

Transformation:
Customized reporting articulated to give decision makers immediate action steps. Establish & execute financial goals.

Maximize your money & your liquidity. Leverage our firm to establish higher yields w/same day liquidity. Optimize your resources.

Assist management in establishing budget vs actual reports.

Transformation: Develop first name relationship w/your banker, providing compliance w/debt covenents & reporting that will maximize banker-client rapport. Technical oversight, risk support, & feedback to co’s internal accounting & executive staff. What’s working? What isn’t? How do we improve?

Prioritized prep & electronic filing of business return. Seamless & easy document exchange process.

Transformation: Includes state return. 2 week turnaround beginning when all documents are received.

Blueprint: Data due by Feb 10th for on time filing.

Foundation: Data due by Jan 30th for on time filing

Quarterly tax estimates based on current earnings for the most accurate payment planning.

Transformation: Payments faciliated on behalf of client.

Review, interpretation, & drafted responses to IRS notices – this is for 1 IRS matter; additional notices will receive an estimate for out of scope work.

Loom recording walking through the tax return.

White Glove: Option to schedule a 1-1 meeting via portal.

Support for bookkeeping related matters. Calls scheduled via portal.

Transformation: 2 calls/mo & unlimited questions via portal. Response time 24 business hours.

Blueprint: 1 call/mo & bookkeeping questions via portal & email. Response time 24 business hours.

Foundation: Questions via portal & email. Response time 24 business hours.

Dedicated separate phone & email for urgent matters needing the upmost attention & cannot wait for monthly calls.

Dedicated strategy calls mid month & end of month to discuss forward looking guidance. Think big decisions & big $. Calls scheduled via portal.

Transformation: Ad hoc calls prioritized in scheduling.

Transformation: Transactions updated weekly for confident strategic decision making anytime. Reconciled 7 days after months end.

Blueprint: Transactions updated bi-weekly for faster insight. Reconciled 15 days after months end.

Foundation: Transactions updated monthly. Reconciled 20 days after months end.

Transformation: Profit & Loss, Balance Sheet, & Cash Flow – Both detailed & Executive versions for Board, Lender, Investor Reporting; Delivery includes professional report format & 2 min audio/podcast review.

Blueprint & Foundation: Profit & Loss, Balance Sheet, & Cash Flow. Delivery includes professional report format & 2 min audio/podcast review.

Transformation: Review & modify existing COA including WIP Reporting.

Blueprint: Review & modify existing COA w/suggestions how to tailor for specific industry needs.

Foundation: Review of existing COA w/suggestions how to tailor for specific industry needs.

Track the overall health of your business w/ key metrics & threshold indicators (Excellent, Good, Critical). Visibility into performance gaps & strengths.

10 Steps Business Owners can take right now to reduce their tax liability.

Offload your sales tax & use reporting & compliance. Calculate, remit & manage correspondence.

Certified payroll reporting ensuring wage rates, fringe benefits, jurisdiction breakdown, lien waiver tracking, union payments and more are compliant; 1099 filing.

Outsource your Accounts Receivable Dept. Weekly invoice processing to better match income to progress billings. Have predictable cash flow & time to focus on sales growth.

Outsource your Accounts Payable Dept for predictable cash flow. Bills are accurate, organized, & optimized to pay when due.

Forecast, monitor & manage cash flow.

Review latest tax law & regulations as it relates to co; strategies to reduce tax liability & make good business decisions.

WIP reports are not just to understand what happened, but rather to plan for what will happen. These are the lifeblood of successful construction firms.

How are you stacking up against your competition? What can you do to optimize your business & scale your profits.

Transformation:
Customized reporting articulated to give decision makers immediate action steps. Establish & execute financial goals.

Maximize your money & your liquidity. Leverage our firm to establish higher yields w/same day liquidity. Optimize your resources.

Assist management in establishing budget vs actual reports.

Transformation: Develop first name relationship w/your banker, providing compliance w/debt covenents & reporting that will maximize banker-client rapport. Technical oversight, risk support, & feedback to co’s internal accounting & executive staff. What’s working? What isn’t? How do we improve?

Prioritized prep & electronic filing of business return. Seamless & easy document exchange process.

Transformation: Includes state return. 2 week turnaround beginning when all documents are received.

Blueprint: Data due by Feb 10th for on time filing.

Foundation: Data due by Jan 30th for on time filing

Quarterly tax estimates based on current earnings for the most accurate payment planning.

Transformation: Payments faciliated on behalf of client.

Review, interpretation, & drafted responses to IRS notices – this is for 1 IRS matter; additional notices will receive an estimate for out of scope work.

Loom recording walking through the tax return.

White Glove: Option to schedule a 1-1 meeting via portal.

Support for bookkeeping related matters. Calls scheduled via portal.

Transformation: 2 calls/mo & unlimited questions via portal. Response time 24 business hours.

Blueprint: 1 call/mo & bookkeeping questions via portal & email. Response time 24 business hours.

Foundation: Questions via portal & email. Response time 24 business hours.

Dedicated separate phone & email for urgent matters needing the upmost attention & cannot wait for monthly calls.

Dedicated strategy calls mid month & end of month to discuss forward looking guidance. Think big decisions & big $. Calls scheduled via portal.

Transformation: Ad hoc calls prioritized in scheduling.

Transformation: Transactions updated weekly for confident strategic decision making anytime. Reconciled 7 days after months end.

Blueprint: Transactions updated bi-weekly for faster insight. Reconciled 15 days after months end.

Foundation: Transactions updated monthly. Reconciled 20 days after months end.

Transformation: Profit & Loss, Balance Sheet, & Cash Flow – Both detailed & Executive versions for Board, Lender, Investor Reporting; Delivery includes professional report format & 2 min audio/podcast review.

Blueprint & Foundation: Profit & Loss, Balance Sheet, & Cash Flow. Delivery includes professional report format & 2 min audio/podcast review.

Transformation: Review & modify existing COA including WIP Reporting.

Blueprint: Review & modify existing COA w/suggestions how to tailor for specific industry needs.

Foundation: Review of existing COA w/suggestions how to tailor for specific industry needs.

Track the overall health of your business w/ key metrics & threshold indicators (Excellent, Good, Critical). Visibility into performance gaps & strengths.

10 Steps Business Owners can take right now to reduce their tax liability.

Offload your sales tax & use reporting & compliance. Calculate, remit & manage correspondence.

Certified payroll reporting ensuring wage rates, fringe benefits, jurisdiction breakdown, lien waiver tracking, union payments and more are compliant; 1099 filing.

Outsource your Accounts Receivable Dept. Weekly invoice processing to better match income to progress billings. Have predictable cash flow & time to focus on sales growth.

Outsource your Accounts Payable Dept for predictable cash flow. Bills are accurate, organized, & optimized to pay when due.

Forecast, monitor & manage cash flow.

Review latest tax law & regulations as it relates to co; strategies to reduce tax liability & make good business decisions.

WIP reports are not just to understand what happened, but rather to plan for what will happen. These are the lifeblood of successful construction firms.

How are you stacking up against your competition? What can you do to optimize your business & scale your profits.

Transformation:
Customized reporting articulated to give decision makers immediate action steps. Establish & execute financial goals.

Maximize your money & your liquidity. Leverage our firm to establish higher yields w/same day liquidity. Optimize your resources.

Assist management in establishing budget vs actual reports.

Transformation: Develop first name relationship w/your banker, providing compliance w/debt covenents & reporting that will maximize banker-client rapport. Technical oversight, risk support, & feedback to co’s internal accounting & executive staff. What’s working? What isn’t? How do we improve?

Prioritized prep & electronic filing of business return. Seamless & easy document exchange process.

Transformation: Includes state return. 2 week turnaround beginning when all documents are received.

Blueprint: Data due by Feb 10th for on time filing.

Foundation: Data due by Jan 30th for on time filing

Quarterly tax estimates based on current earnings for the most accurate payment planning.

Transformation: Payments faciliated on behalf of client.

Review, interpretation, & drafted responses to IRS notices – this is for 1 IRS matter; additional notices will receive an estimate for out of scope work.

Loom recording walking through the tax return.

White Glove: Option to schedule a 1-1 meeting via portal.

Support for bookkeeping related matters. Calls scheduled via portal.

Transformation: 2 calls/mo & unlimited questions via portal. Response time 24 business hours.

Blueprint: 1 call/mo & bookkeeping questions via portal & email. Response time 24 business hours.

Foundation: Questions via portal & email. Response time 24 business hours.

Dedicated separate phone & email for urgent matters needing the upmost attention & cannot wait for monthly calls.

Dedicated strategy calls mid month & end of month to discuss forward looking guidance. Think big decisions & big $. Calls scheduled via portal.

Transformation: Ad hoc calls prioritized in scheduling.

Five-Star: Transactions updated weekly for confident strategic decision making anytime. Reconciled 7 days after months end.

Signature: Transactions updated bi-weekly for faster insight. Reconciled 15 days after months end.

Essentials: Transactions updated monthly. Reconciled 20 days after months end.

Five-Star: Profit & Loss, Balance Sheet, & Cash Flow – Both detailed & Executive versions for Board, Lender, Investor Reporting; Delivery includes professional report format & 2 min audio/podcast review.

Signature & Essentials: Profit & Loss, Balance Sheet, & Cash Flow. Delivery includes professional report format & 2 min audio/podcast review.

Five-Star: Review & modify existing COA including WIP Reporting.

Signature: Review & modify existing COA w/suggestions how to tailor for specific industry needs.

Essentials: Review of existing COA w/suggestions how to tailor for specific industry needs.

Track the overall health of your business w/ key metrics & threshold indicators (Excellent, Good, Critical). Visibility into performance gaps & strengths.

10 Steps Business Owners can take right now to reduce their tax liability.

Offload your sales tax & use reporting & compliance. Calculate, remit & manage correspondence.

Worry-free monthly payroll & 1099 filings. Retirement & health deductions provided by client; direct deposit.

Outsource your Accounts Receivable Dept. Weekly invoice processing. Focus on keeping A/R low & cash flow steady.

Outsource your Accounts Payable Dept for predictable cash flow. Manage vendor spend & payment terms. Avoid costly errors & fraud.

Forecast, monitor & manage cash flow.

Review latest tax law & regulations as it relates to co; strategies to reduce tax liability & make good business decisions.

Get a clearer picture of cost structures per unit/department & profitability trends over time. What are the main drivers of margin variance? Profitability analysis by revenue source. Reports with immediate impact.

Customized reporting articulated to give decision makers immediate action steps. Establish & execute financial goals for the co. Revpar, Average Daily Rate & gross operating margins; delinquincy , leasing conversions & renewal rates.

Understanding when it’s time to buy or sell, regulations surrounding material participation & cost segregations, having an exit plan, and hand holding during the transition. Metrics such as Return on Investment, Debt Service Coverage Ratio and Equity Audits will shed light on best use cases for your investment $.

Assist management in establishing budget vs actual reports.

Develop first name relationship w/your banker, providing compliance w/debt covenents & reporting that will maximize banker-client rapport. Technical oversight, risk support, & feedback to co’s internal accounting & executive staff. What’s working? What isn’t? How do we improve? Is this a good investment?

Prioritized prep & electronic filing of business return. Seamless & easy document exchange process.

Five-Star: Includes state return. 2 week turnaround beginning when all documents are received.

Signature: Data due by Feb 10th for on time filing.

Essentials: Data due by Jan 30th for on time filing

Quarterly tax estimates based on current earnings for the most accurate payment planning.

Five-Star: Payments faciliated on behalf of client.

Review, interpretation, & drafted responses to IRS notices – this is for 1 IRS matter; additional notices will receive an estimate for out of scope work.

Loom recording walking through the tax return.

Five-Star: Option to schedule a 1-1 meeting via portal.

Support for bookkeeping related matters. Calls scheduled via portal.

Five-Star: 2 calls/mo & questions via portal & email. Response time 24 business hours.

Signature: 1 call/mo & questions via portal. Response time 24 business hours.

Essentials: Questions via portal & email. Response time 24 business hours.

Dedicated separate phone & email for urgent matters needing the upmost attention & cannot wait for monthly calls.

Dedicated strategy calls mid month & end of month to discuss forward looking guidance. Think big decisions & big $. Calls scheduled via portal.

Transformation: Ad hoc calls prioritized in scheduling.

Five-Star: Transactions updated weekly for confident strategic decision making anytime. Reconciled 7 days after months end.

Signature: Transactions updated bi-weekly for faster insight. Reconciled 15 days after months end.

Essentials: Transactions updated monthly. Reconciled 20 days after months end.

Five-Star: Profit & Loss, Balance Sheet, & Cash Flow – Both detailed & Executive versions for Board, Lender, Investor Reporting; Delivery includes professional report format & 2 min audio/podcast review.

Signature & Essentials: Profit & Loss, Balance Sheet, & Cash Flow. Delivery includes professional report format & 2 min audio/podcast review.

Five-Star: Review & modify existing COA including WIP Reporting.

Signature: Review & modify existing COA w/suggestions how to tailor for specific industry needs.

Essentials: Review of existing COA w/suggestions how to tailor for specific industry needs.

Track the overall health of your business w/ key metrics & threshold indicators (Excellent, Good, Critical). Visibility into performance gaps & strengths.

10 Steps Business Owners can take right now to reduce their tax liability.

Offload your sales tax & use reporting & compliance. Calculate, remit & manage correspondence.

Worry-free monthly payroll & 1099 filings. Retirement & health deductions provided by client; direct deposit.

Outsource your Accounts Receivable Dept. Weekly invoice processing. Focus on keeping A/R low & cash flow steady.

Outsource your Accounts Payable Dept for predictable cash flow. Manage vendor spend & payment terms. Avoid costly errors & fraud.