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Basic Services

Choose a Plan That's Right for Your Business

With our Basic Services package, we’ll provide key services to help you keep business moving along. With this package you’ll get:

EVERY PLAN INCLUDES INITIAL SETUP
  • Initial Management Interview
  • Assessment of Current Back Office & Accounting Function
  • Financial Review And Recommendations
  • Onboarding System Integration And Setup
INITIAL SETUP
BASIC
Initial Management Interview
Assessment of current Back Office & Accounting Function
Financial review and recommendations
Onboarding system Integration and setup
VENDORS
BASIC
Set-up New Vendors in Accounting System
Receive bills and Enter into Accounting System for Owner Review
CLIENTS
BASIC
Set-up New Clients in Accounting Systems
Prepare Invoices for Owner Review
Submit Invoices to Clients
ACCOUNTING
BASIC
Manage & Reconcile Bank & Credit Accounts
Income and Expense Allocation
Provide Monthly P&L & Balance Sheet
PAYROLL
BASIC
Review Timesheet Entry & Submit Report
Set-up New Employees in Accounting System
Process Payroll & Payroll Taxes
BUSINESS MANAGEMENT
BASIC
File State & Federal Documents for New Hires
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With our Essentials Package, we provide even more vendor and client management options, extended accounting services, and so much more!

À la carte Consulting Services

Need help with a few special projects? Or want to add a one-time cost to your package?

Policy & Procedures Review
Invoicing Process Review
Vendor Terms & Contract Consulting
Client Contract and Terms Review
Job Process & Bidding Consulting
Prepare Proposals for Owners Review
Finalize & Delivery Proposals
Fraud, Risks, & Ethics Review
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