Packages |
Example |
||
|---|---|---|---|
| Scale | Grow | Launch | |
| For businesses wanting a full accounting department in their back pocket | For businesses needing help getting to the next level | For businesses just starting out | |
| Services | |||
| QuickBooks Set Up / Clean Up | X | X | X |
| Automated Bookkeeping | Reconciled Weekly | Reconciled Monthly | Reconciled Quarterly |
| Basis of Accounting | Accrual | Accrual | Cash |
| Financial Statements | Monthly | Quarterly | Annual |
| Corporate & Personal Tax Returns | X | X | X |
| Sales Tax Filings | X | X | X |
| Virtual Financial Strategy Meeting / Business Health Check | Monthly | Quarterly | Annual |
| 1099 Filing | X | X | X |
| Custom KPI Dashboard | Monthly | Quarterly | |
| Cash Flow Forecasting | Monthly | Quarterly | |
| Bill Pay Services | X | ||
| Collection Services | X | ||
| Payroll Services | X | ||
| Support | |||
| Dedicated Virtual CFO | Unlimited | Up to 3 Calls / Month | 1 Email Question / Month |
| Bookkeeping Support | Unlimited | Unlimited | Unlimited |
| Response Time | Same Day | 48 Hours | 72 Hours |
| Technology | |||
| QuickBooks Online (QBO) | X | X | X |
| Dext | X | X | X |
| Fathom | X | ||
| Bill.com | X | ||
| Gusto | X |
