Outsourcing Service Packages

  • CONTACT
  • Personal contact via phone & email
  • Quarterly management meetings (phone, in-person, or virtual)
  • ACCOUNTING
  • Routine, customized bookkeeping
  • Bank reconciliations
  • Tax planning & projections
  • Due date monitoring
  • TECHNOLOGY
  • Real-time software access
  • Cloud-hosted, shared-access software
  • STRATEGIC PLANNING
  • Timely financial reports
  • Business trend analysis
  • Management recommendations
  • Hint: Cash flow management involves an in-depth understanding of how your money moves in and out of your business on a regular basis.Cash flow management
  • Key Performance Indicator (KPI) review
  • Annual strategy meetings
  • IRS & AUDIT SUPPORT
  • IRS letter review and response
  • Full audit representation with IRS
  • All the basics

    Silver

  • Broader services

    Gold

  • Most strategic

    Platinum

  • Bookkeeping & Accounting

    Text descriptions go here.

  • Communication

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FEATURESSilverGoldPlatinum
COMMUNICATIONS
Personal contact via phone & email
Quarterly management meetings
(phone, office, virtual)
X
ACCOUNTING
Routine, customized bookkeeping
Bank reconciliations
Tax planning/projections
Due date monitoring
TECHNOLOGY
Real-time software access
Cloud-hosted, shared access softwareX
STRATEGIC PLANNING
Timely financial reports
Business trend analysis
Management recommendations
Cash flow managementX
Key Performance Indicator (KPI) reviewXX
Annual strategy meetingXX
IRS & AUDIT SUPPORT
IRS letter review & responseX
Full audit representation with IRSXX

Accounting

All of our packages include all the routine finance, bookkeeping, and tax planning functions required to keep your business running smoothly. We’ll work with you to tailor those functions to your unique needs.

Communications

Our experts communicate with you personally—by phone, email, or in person. The frequency of updates and type of contact depends on the package you select, but all packages include regular direct communication with our professionals.

Technology

All of our outsourcing packages include real-time software access that keeps you in touch with your financial information. Depending on the package you choose, you also have the opportunity to leverage cloud-based software that ensures greater data accessibility and security.

Strategic Planning

To grow your business successfully, you need to establish a financial vision for the future. Our packages are designed to help you with everything from understanding and predicting business trends, to managing your cash flow, to creating long-term profit plans.

IRS & Audit Coverage

Don’t get caught unprepared for an audit situation. Our Gold and Platinum packages provide assistance with reviewing and responding to IRS communications. And for true peace of mind, our Platinum package also includes full audit representation.