For the Outsourced CFO/Accounting Services
Pay monthly. Cancel or change your plan anytime.
Monthly expenses below $50K
Dedicated Account Manager
Automatic sync with bank and credit card accounts
Monthly financial statement (accrual basis)
Burn rate calculation
Vendor bills and customer invoices volume: < 10/month
Chart of accounts: Standard
Monthly expenses from $50K to $200K
Everything For Early Stage, Plus
Chart of accounts: Custom
Vendor bills and customer invoices volume: < 50/month
Accounts payable and receivable reports
Monthly expenses more than $200K
Everything In Business Plan, Plus
Vendor bills and customer invoices volume: > 50/month
Budget and forecast
Preparation and filing of annual tax returns
All plans cover accounting software monthly subscription cost, monthly reporting package and document management.
* For business performance dashboards, call us for custom packages.