Advanced Accounting Packages
Profit MORE, Work LESS
Do you review your financial statements on a monthly basis to help you make business decisions?
We help clients by keeping accurate books, providing financial reports and collaborating to develop a game plan that influences their business financials in a positive way.
Advanced Accounting & Bookkeeping Basic Package
Historical accounting
Monthly financial reporting
Month-end close reporting
Monthly balance sheet tracking
Monthly financial review call
Monthly revenue & expense tracking
Monthly bank and credit card account reconciliation
Access to team and Q&A via slack
Task and project tracking via monday.com
Assigned accountant and advisor
Advanced Accounting & Bookkeeping Strategic Package
Historical accounting
Monthly financial reporting
Month-end close reporting
Monthly balance sheet tracking
Monthly financial review call
Monthly revenue & expense tracking
Access to team and Q&A via slack
Task and project tracking via monday.com
Assigned accountant and advisor
Monthly bank and credit card account reconciliation
Includes the above plus:
Monthly strategy/financial call
Quarterly tax planning & strategy
Forecasting & quarterly review
Packages DO NOT include:
- Any required software subscriptions or tools (QBO, Gilded, etc)
- Tax filings of any kind
- Accounting cleanup work to get books to current status (if needed, this will be charged based on the time required to do the work as a separate engagement)
- Tax preparation (this is an optional separate engagement)
- Tax strategy/advice (this will be billed on an hourly rate if requested)
