Accounting & Advisory

Bronze

For companies just starting out

From:

600/ month

  • Year-end Financial Statements
  • Monthly Bookkeeping Reconciliation
  • Custom 10-Step Growth Plan
  • Annual Growth Plan Meeting
  • 1 Email / Month Support
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Silver

For businesses needing help getting to the next level

From:

1000/ month

  • Everything in Bronze plus:
  • Quarterly Growth Plan Meeting
  • Semi-Annual Tax Planning Calls
  • Up to 2 Calls / Month Support
  • Payroll Services
  • Business Tax Return
  • Individual Tax Return
Gold

For businesses wanting a CFO in their back pocket

From:

1600/ month

  • Everything in Silver plus:
  • Bi-Weekly Bookkeeping Reconciliation
  • Monthly Growth Plan Meetings
  • Quarterly Tax Planning
  • Bill Pay Services
  • Cash Flow Forecasting
  • 1 CFO Call / Month Support
  • Dext (Receipt Management)
Diamond

Full support service for all your accounting needs

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  • Everything in Gold plus:
  • Dedicated CFO
  • Full HR
  • Full Receipt Management
  • Invoicing
  • Collection of Bills