ACCOUNTING
All services are delivered by a CPA-led team with consistent processes, documented reviews, and direct accountability.
Compare Our Monthly Packages & Features
| Bookkeeper Compliance & Peace of Mind |
Accountant Visibility & Insights Into Your Business |
Controller Financial Clarity & Control |
CFO Your Partner in Profitability & Growth |
|
|---|---|---|---|---|
| Accounting & Compliance | ||||
| Record All Income & Expenses | ✓ | ✓ | ✓ | ✓ |
| Transaction Categorization | ✓ | ✓ | ✓ | ✓ |
| Bank & Credit Card Reconciliation | ✓ | ✓ | ✓ | ✓ |
| Adjusting Journal Entries | ✓ | ✓ | ✓ | ✓ |
| Sales Tax Tracking | ✓ | ✓ | ✓ | ✓ |
| 1099 Tracking | ✓ | ✓ | ✓ | ✓ |
| 1099 Filing & Distribution | — | ✓ | ✓ | ✓ |
| State Annual Report Filing | — | — | ✓ | ✓ |
| Accounts Payable Management | ＋ | ＋ | ＋ | ＋ |
| Accounts Receivable Management | ＋ | ＋ | ＋ | ＋ |
| Check Collection | ＋ | ＋ | ＋ | ＋ |
| Job Costing | ＋ | ＋ | ＋ | ＋ |
| Petty Cash Tracking | ＋ | ＋ | ＋ | ＋ |
| Class Tracking | ＋ | ＋ | ＋ | ＋ |
| Location Tracking | ＋ | ＋ | ＋ | ＋ |
| Financial Reporting | ||||
| Basic Financial Statements | ✓ | ✓ | ✓ | ✓ |
| Comprehensive Financial Statements | ＋ | ✓ | ✓ | ✓ |
| Month-End Close Timeline | 15 days | 10 days | 5 days | 5 days |
| Advisory & Oversight | ||||
| Tax Planning | Annual 30 min |
Quarterly 45 min |
Monthly 1 hr |
Weekly 1 hr |
| Operational Insights | — | ✓ | ✓ | ✓ |
| Cash Flow Forecasting | — | — | ✓ | ✓ |
| Budget Creation | — | — | ✓ | ✓ |
| Advanced KPI Dashboards & Tracking | — | — | ✓ | ✓ |
| Corporate Development & Strategy | — | — | — | ✓ |
| Risk Management | — | — | — | ✓ |
| Financial Analysis | — | — | — | ✓ |
| Support & Communication | ||||
| Email & Phone Support | ✓ | ✓ | ✓ | ✓ |
| Priority Access | — | — | ✓ | ✓ |
| Project Support | — | — | — | ✓ |
| Dedicated Account Manager | — | — | — | ✓ |
| Taxes | ||||
| Sales Tax Filings | ＋ | ＋ | ✓ | ✓ |
| Business Federal & State Income Tax Preparation | — | ✓ | ✓ | ✓ |
| Tangible Personal Property Tax | — | ✓ | ✓ | ✓ |
| Terms | ||||
| Cancellation Policy | ✓ | ✓ | ✓ | ✓ |
| Satisfaction Guarantee | — | ✓ | ✓ | ✓ |
*Hover over the ℹ icons for more details. Add-ons (＋) are available at all service levels for additional customization.