Remote CPA is an extension of your team. Hire the part-time helper who best fits your needs.

View the service levels below to compare features or click here to build your custom package

 

CFO

This is an advanced package for a fast paced, growing operation that may need unexpected or immediate assistance with complicated accounting issues. Choosing this package allows Remote CPA to dedicate the most time to helping you. Standard features include:

  • Unlimited Customized Reports

  • Weekly Zoom meetings

  • Email responses during all business days

  • Books closed by workday 5

  • Annual tax form (990, 1120, 1065, etc) return or review of equivalent document prepared by another CPA

  • Tax agency communication

  • Reconciliation of all bank/credit accounts per month

  • Payroll through ADP, Gusto, QBO, or another service you choose

  • Slack integration with your team

  • Retirement contribution processing

  • State withholding tax registration

  • Annual preparation of 1099s

  • Class tracking within QBO

  • Communicating with donors & vendors (AP, AR, W-9s, 1099s)

  • Sending invoices to donors

  • Scheduling checks and managing payables

  • Tracking depreciable fixed assets

  • Annual budget

  • Cash flow monitoring and forecasting

  • Monthly financial commentary

  • Attending Board & Finance Committee Meetings

  • Concierge services such as checking mail and bank deposits

  • Business admin such as updating Secretary of State filings

  • Annual/bi-annual business entity report filing

  • Documented internal procedures & controls

  • Partner organization accounting under Memorandums of Understanding ("MOUs")

  • Retrospective adjustments of historic financials

  • Tracking Net Asset with Restriction

  • Allocation of costs among classes and/or grants

  • Annual payroll allocation among classes

  • Collaboration with auditor to produce Reviewed or Audited Financial Statements

 

Analyst

An intermediate package for a seasoned operation who has a good routine of financial and accounting  management. Choosing this package would be sufficient for organizations who review financials later in the month on a no-rush basis. Standard features include:

  • Monthly Statement of Financial Position (Balance Sheet) and Statement of Activity (Income Statement)

  • Monthly Zoom meetings

  • Email responses on Wednesdays on a no-rush basis

  • Books closed by workday 10

  • Annual tax form (990, 1120, 1065, etc) return or review of equivalent document prepared by another CPA

  • Reconciliation of all bank/credit accounts per month

  • Payroll through ADP, Gusto, QBO, or another service you choose

  • Annual preparation of 1099s

  • Class tracking within QBO

  • Sending invoices to donors/customers

  • Biweekly scheduling checks and managing payables

  • Tracking depreciable fixed assets

  • Attending Board & Finance Committee Meetings

  • Annual payroll allocation among classes

 

Bookkeeper

A bare bones package for the smallest operation just starting their operations or without any desire for growth. Standard features include:

  • Monthly Statement of Financial Position and Statement of Activity

  • Quarterly Zoom meetings

  • Email responses on Wednesdays on a no-rush basis

  • Books closed by workday 15

  • Annual non-profit form 990N (post card) return

  • Reconciliation of all bank/credit accounts per month

  • Annual preparation of 1099s

  • Attending Board & Finance Committee Meetings