Real growth is a process. We can help you take the next step in becoming a better business, while providing services tailored meet your needs. We can help accelerate your growth by providing business solutions and financial data that will inform your long-term and day-today decisions. We provide customizable services on a part-time, full-time, temporary and ongoing basis to companies like yours. You can work with a highly experienced CPA for as little as 2 days a month, or as much as 4 or even 5 days a week, just as much as you need us. You get all the benefits of our knowledge and experience at a manageable cost.
Below are examples of the service packages we provide:
Level 1 Mandatory Reports:
The first step. We will ensure your finance department is achieving the minimum levels of transaction recording accuracy and is filing necessary tax and audit documents on time.
- Income Tax Preparation
- Sales Tax Preparation
- Payroll Tax Preparation
- Monthly Financial Statements
Pick and choose what you would like to include in your monthly service. You may want assistance with other documents that are required by government agencies and regulators or need assistance with payroll and W-2s. Typical Rates for Mandatory Reports Services range from $300 to $500 a month, depending on the number of transactions.
Level 2 Management Accounting:
A second step is to introduce basic management tools such as management reporting, cash flow forecasting, budgeting, performance analysis.
Management Accounting services include all of the Mandatory Report Services. Plus, we will go beyond meeting government requirements and begin developing and monitoring your company with management tools. We will work with you monthly to analyze the critical areas of your business and teach you ways to measure and affect change inside your company. Typical pricing for Management Accounting services range from $600 to $1,500 a month.
Level 3 Management Advice:
The third step is taking your finance department to the point at which it is a business leader, helping you to strategize, plan, prioritize, and execute. Level 3 service includes all of the above plus:
- Strategic and financial modeling services such as:
Cash-flow forecasts and Profit Plans.
- Management Tools Training Sessions for you and
- Any number of scheduled Telephone Conferences
to discuss ideas or concerns.
- On-call Access to the our team for dealing with operational issues and business transaction questions.
We want you to call us. It is good investment of your time and ours. Clients often hesitate to call because they worry “the meter is running.” We believe that not making that call could cost you more than making it. When you sign up for the management advice package you no longer have to worry about the cost of those calls, they are all included. Services range from $1,500 to $3,500 a month.
Level 4 CFO Services:
When our team acts as your chief financial officer, we make it our goal to help you make your business more profitable and more valuable. This involves us in many non-accounting areas of your business including financial planning, board and investor reporting, assistance with business plan, financial forecasting and market analysis. We will develop and monitor a strategic plan with you, arm you with realistic and robust budget plans and reports, and help you improve your productivity.
- Strategic Planning Services: business plans, start-up
financing, capital raises, incorporation services, and
investor relations services.
- Budget Preparation and Monitoring: Budget
preparation, financial reporting, profitability
enhancement reports, productivity estimates,
overhead structure assistance, transaction assistance.
- Complete Financial reporting; Financial Statements,
Forecasts, Projections, and Cash flow Reports.
Rates range from $3,500 to $7,000 a month for complete CFO Services depending on engagement.