- 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
Text description goes here.
| FEATURES | Silver | Gold | Platinum |
| 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 software | X | ✔ | ✔ |
| STRATEGIC PLANNING | |||
| Timely financial reports | ✔ | ✔ | ✔ |
| Business trend analysis | ✔ | ✔ | ✔ |
| Management recommendations | ✔ | ✔ | ✔ |
| Cash flow management | X | ✔ | ✔ |
| Key Performance Indicator (KPI) review | X | X | ✔ |
| Annual strategy meeting | X | X | ✔ |
| IRS & AUDIT SUPPORT | |||
| IRS letter review & response | X | ✔ | ✔ |
| Full audit representation with IRS | X | X | ✔ |
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.
