OUTSOURCE YOUR ACCOUNTING DEPARTMENT BASED ON THE PERSONNEL YOU NEED

CFO

MANAGER

STAFF

  • Monthly Balance Sheet and Income Statement

  • Monthly financial results meeting/call

  • Highest priority response time: 24 hours

  • Advanced email support

  • Books closed by workday 5

  • Annual corporate/non-profit tax return

  • Unlimited reconciliation bank/credit accounts per month

  • Annual preparation of 1099s, if you provide W-9s

  • Payroll through ADP, at cost

  • Unlimited Zoom virtual meetings

  • Up to one on-site visit per month

  • Class tracking

  • Unlimited depreciable fixed assets

  • On demand phone support during business hours

  • Receipt Bank

  • Sales tax and food & beverage calculation

  • Advanced financial analysis (ratios, charts, and graphs)

  • Annual budget preparation

  • Financial commentary or dashboard

  • Accounts payable management

  • Attending board meetings

  • Concierge services such as checking mail and bank deposits

  • Business Entity Report

  • Updating Secretary of State filings

  • Reviewing and documenting internal controls

  • Monthly Balance Sheet and Income Statement

  • Monthly financial results meeting/call

  • Higher priority response time: three days

  • Intermediate email support

  • Books closed by workday 14

  • Annual corporate/non-profit tax return

  • Reconciliation of up to 10 bank/credit accounts per month

  • Annual preparation of 1099s, if you provide W-9s

  • Payroll through ADP, at cost

  • Two Zoom virtual meetings per month

  • Class tracking

  • Up to 10 depreciable fixed assets

  • Phone support by appointment

  • Receipt Bank

  • Sales tax and food & beverage calculation

  • Intermediate financial analysis (ratios, charts, and graphs)

  • Monthly Balance Sheet and Income Statement

  • Monthly financial results meeting/call

  • Priority response time: one week

  • Basic email support

  • Books closed by workday 21

  • Annual corporate/non-profit tax return

  • Reconciliation of up to 3 bank/credit accounts per month

  • Annual preparation of 1099s, if you provide W-9s

  • Payroll through ADP, at cost

  • One Zoom virtual meeting per month, scheduled a week in advance

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