SERVICE LEVEL


Services are completely customized for your needs



​LIMTED BASIC 

Services typically include:
  • Bookkeeping entry cleanup - monthly, quarterly or annually
  • Consultation on bookkeeping on an as needed basis
This service is generally designed for clients who choose to enter their sales and expense transactions in Quickbooks or Xero themselves but need assistance cleaning up the books before filing tax returns or preparing financial statements.

​This is also a good alternative to reducing existing CPA firm premium fees charged to cleanup the records before the tax return filing.

​ENHANCED 

Includes basic plus:
  • Process improvement
  • Transaction entry oversight and training to up the skill level of your current staff
  • Internal financial reporting​
This service is generally designed for owners who do not feel confident with the current recordkeeping systems and financial information.

Many times services can be performed cost effectively through use of remote VPN login, or cloud based software.
​OUTSOURCED PART-TIME CONTROLLER / CFO
Includes enhanced plus:
  • Forecasts and budgets
  • Deeper level of involvement of ongoing business matters
  • Improved internal control 
  • Key Performance Indicator reporting
  • Business snapshot reporting for preliminary but more timely insight into financial results
  • Additional day-to-day consult avenue for management
  • Accounting staff supervision
  • Tax planning considerations
This service is generally designed for a business owner who could utilize a part-time CFO to help their organization run smoother.



​YOU MAY BE SURPRISED TO FIND 

Did you know?

Employers' have been evolving to incorporate and adapt to more off-site work environments for years.
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Business practices and your competitors continue to pivot towards automated processes, electronic invoicing and bill payment tools.
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Your tax accountant may not have all the information they need to fully advise you of your opportunities and risks.