Services

Basic Package - Starting at $275/month

When you just want to hand off the paper work:

  • Monthly bookkeeping

  • Sales tax filing

  • Payroll for 1-2 employees

  • Year end financials

  • Cloud based automation

  • Unlimited support

 

Growth Package - starting at $375/month

For growing businesses:

  • Monthly bookkeeping

  • Sales tax filing

  • Payroll for 3-6 employees

  • Year end financials

  • Monthly meeting with review of financials

  • Cloud based automation

  • Budget preparation and analysis

  • Unlimited support

 

Premium Package - Starting at $750/month

For larger business that require CFO services

  • Monthly bookkeeping

  • Sales tax filing

  • Payroll for 7+ employees

  • Accounts payable using Plooto for streamlined payment processing

  • Accounts Receivable (sending invoices and correspondence with customers for payments)

  • Year end financials

  • Monthly meeting with review of financials

  • Cloud based automation

  • Budget preparation and analysis

  • Other reporting as needed (ie. Cash Flow Forecasting to help with cash planning)

  • Unlimited support