Our Services

Basic Package

Outsourced Accounting

For businesses without accounting systems in place yet or looking to outsource accounting operations.

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• System onboarding (typically using Xero, QuickBooks, or Sage based on size, entity type, growth goals, and budget.)

• Data entry and GL maintenance

• Receivables and payables management

• Accrual accounting (modified or full)

• Quarterly Financial Statements: Balance Sheet, Income Statement and Statement of Cashflows​

• Quarterly insights call 

Starter Package 

Owner Maintained​

• System onboarding (typically using Xero, QuickBooks, Sage or NetSuite based on size, entity type, growth goals, and budget.)

• 1-1 Onboarding calls (2)

• Custom Chart of Accounts

• Monthly accounting checklist

• Training videos

• Quarterly Review Call 

Full Service

Outsourced Controller

​For small to mid-size businesses who don't have the time or resources to fully manage in-house.

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• Everything in the basic package 

• Internal control review and recommendations

• Advanced monthly reports and documentation

• Monthly 1-1 call

• Quarterly tax planning alignment call with your tax accountant

• Budget management*

• Payroll review and analysis

• Grant management ​

Additional Services

• Advisory

• Consulting

• *Budget Preparation

• In-house training 

• System conversions

• Risk assessment

• Policies and procedures

• Operational technology implementation

• Fixed Assets Management

• Debt Schedules

• Inventory Management

• Grant Tracking

White Glove Service

Outsourced CFO & Growth Partner

​For businesses with accurate accounting practices implemented looking to grow.

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• Monthly coaching and accountability calls

• Operational, Capital and Investment budgeting and continuous forecasting

• Personalized KPI's

• Evaluate pricing strategies, vendor contracts, and operating efficiencies

• Best practices consulting

• Goal Tracking and Business Planning

Payroll & HR

• Owner compensation

• Employee salary & wages

• Monthly, quarterly and annual tax reporting

• Benefits assessments

• Time tracking

• Expense reimbursement 

• Milage tracking

• Payroll deductions

• Direct deposit

• Quarterly employee federal tax returns

• Quarterly estimated tax payments

• Year-end tax reporting