OUR SERVICE PACKAGES
🟢 BASIC — Compliance Foundation
🔶 STRATEGIC — Financial Leadership (CFO)
🟢 BASIC — Compliance Foundation
Best For
Small businesses needing consistent, accurate, IRS-ready bookkeeping.
Core Focus
Compliance • Accuracy • Consistency
Key Features
- Monthly bookkeeping and reconciliations
- Monthly financial statements
- Accounts receivable tracking
- Payroll journal entry mapping
- Track cost of goods sold (COGS) & direct costs
- Month-End Closing
- Client portal access
- Email and phone support
Included Scope
- Up to 2 accounts
- Up to 100 monthly transactions
Why Clients Choose BASIC
A strong financial foundation with clean books, dependable reporting, and peace of mind knowing your records stay organized and tax-ready.
🔵 PLUS — Financial Management
🔶 STRATEGIC — Financial Leadership (CFO)
🟢 BASIC — Compliance Foundation
Best For
Growing businesses that need more than basic bookkeeping and want visibility into their financial performance “Ideal for business owners transitioning from bookkeeping to financial management."
Core Focus
Growth • Financial Visibility • Structure
Key Features
- Everything in BASIC
- Balance sheet reconciliations
- Gross margin and profitability monitoring
- Chart of Accounts review
- Cash flow awareness
- Key expense trend identification
- Manage software support (QBO) issue resolutions
- Email and phone support
- Limited client Q&A support on financials
Included Scope
- Up to 3 accounts
- Up to 250 monthly transactions
Why Clients Choose PLUS
Ideal for business owners transitioning from basic bookkeeping to actively understanding and managing their numbers.
🟣 ELITE — Executive Edge
🔶 STRATEGIC — Financial Leadership (CFO)
🔶 STRATEGIC — Financial Leadership (CFO)
Best For
Established businesses with moderate complexity, and want accurate, timely financial reporting with performance insight and decision support — without full CFO-level advisory. “This is where your business transitions from understanding your numbers to actively managing them.”
Core Focus
Performance • Reporting • Decision Support • Financial Clarity
Key Features
- Everything in PLUS
- Budgeting and forecasting
- Variance analysis and reporting
- Cash flow forecasting
- Class tracking
- Monthly strategy meetings
- Track and manage all loans, payments, and interest
- Job costing and cost allocation
- Email and phone support
- Client Q&A support on financials
- Monthly Strategy Zoom Meeting
- IRS notice support (up to 2.5 hours annually)
- State agencies notice support (up to 2.5 hours annually)
Included Scope
- Up to 5 accounts
- Up to 500 monthly transactions
Why Clients Choose ELITE
Understand why profits are changing — not just whether they changed. Designed for businesses needing structured oversight and financial clarity.
🔶 STRATEGIC — Financial Leadership (CFO)
🔶 STRATEGIC — Financial Leadership (CFO)
🔶 STRATEGIC — Financial Leadership (CFO)
Best For
Businesses typically generating $1M to $5M+ revenue range that require high-level financial guidance and need proactive financial oversight, forecasting, and decision support — not just historical reporting. This is a true financial partner relationship — focused on where your business is going, not just where it’s been.
Core Focus
Strategy • Forecasting • Profit Planning• Cash Flow Optimization
Key Features
- Everything in ELITE
- Advanced cash flow forecasting
- Profit margin analysis
- Executive KPI dashboards
- Internal controls oversight
- Work-in-Progress (WIP) tracking
- Strategic planning support
- Financial leadership guidance
- Email and phone support
- Client Q&A support on financials
- Monthly Strategy Zoom Meeting
- IRS notice support (up to 5.0 hours annually)
- State agencies notice support (up to 5.0 hours annually)
Included Scope
Customized for higher-volume and more complex businesses.
Why Clients Choose STRATEGIC
Gain the financial visibility needed to confidently make hiring, expansion, pricing, and growth decisions.
How pricing works
Pricing is customized based on business complexity and scope:
- Transaction volume
- Number of accounts or entities
- Job costing or WIP requirements
- Reporting and compliance complexity
- Unique business requests
- Business Structure
- Monthly Expenses
Our Process
Step 1 — Discovery Call
We learn about your business, systems, pain points, and goals.
Step 2 — Diagnostic Review
We evaluate your books, workflows, and reporting needs.
Step 3 — Customized Proposal
You receive a fixed-fee proposal tailored to your business.
Step 4 — Onboarding & Cleanup
We organize systems, establish workflows, and transition your books properly.
Step 5 — Ongoing Support & Reporting
Consistent reporting, oversight, and advisory support designed to help your business grow.
Additional Services Available
To ensure transparency and proper scope, the following services are billed separately from monthly bookkeeping packages:
- Tax preparation (individual and business)
- Bookkeeping cleanup and catch-up work
- Payroll services
- IRS representation and tax resolution
- Software setup and implementation
- State Sales Tax Filings
- State FranchiseTax
- Diagnostic/Front-end Engagement
- Proactive tax planning to reduce current and future tax liabilities
- Establishing internal controls to safeguard assets and improve financial accuracy
- Reviewing and strengthening accounting processes and workflows
- Identifying inefficiencies and implementing improved procedures
Bank & Credit Card Account Volume Adjustment
Each package includes a specified number of combined bank and credit card accounts.
Additional accounts beyond the included limit will be billed at $50 per account per month.
Ready to Get Started?
Schedule a discovery call and receive a customized fixed-fee proposal designed around your business needs 210-473-1256.
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