Services

Bookkeeping and Accounting Services

  • Full-Charge Bookkeeping
  • General Ledger Review/Clean-Up
  • Bank Account/Credit Card/Loan Reconcilition
  • Quarterly Sales Tax Filings
  • Collaboration with your CPA – Quarterly/Semi-Annually/Annually
  • Accounts Receivable/Accounts Payable Management

Business Management

  • Bill Payment Preparation & Oversight
  • Vendor Correspondence & Negotiation
  • HR Management/Support Functions
  • Payroll Implementation & Administration
  • With Payroll – 401K & Other Benefits – Benefits Management Liaison & Administration
  • Virtual Back-Office Support

Personal and Family Office

  • Net-worth Statement Preparation Support
  • Royalties
  • Due Diligence & Special Projects
  • Financial Reporting & Trend Analysis
 
  • Sales Reporting & Productivity Analysis
  • Insurance Review & Cost Analysis

Doing the things that no one wants to do – solving problems that other people don’t want to do.

PRICING PLANS/TIERS

LEARN MORE ABOUT OUR PRICING PLANS
Use the left and right arrows to swipe through the tiers to learn which plan is best for you.
BRONZE
Full-Charge Bookkeeping, General Ledger Review/Clean-Up, New Business Chart-of-Accounts Set-Up, Bank Account/Credit Card/Loan Reconciliation, Accounts Receivable & Accounts Payable Management, Monthly/Quarterly/Year-End Closings, 1099 Preparation/Filing/Recipient Correspondence, Workers Comp & Disability Insurance Audits, Quarterly Sales Tax Filing, Financial Report Preparation Collaboration with YOUR CPA Quarterly/Semi-Annually/Annually
SILVER
This package includes all the features of Bronze in addition to Bill Payments, Vendor Correspondence, Payroll Implementation & Administration.
GOLD
This package includes everything in the previous tiers, in addition to Budgeting - Spending Analysis, Cash Flow, Forecasting & Budgeting, Overall Financial Account Maintenance Due Diligence & Special projects, Operations Support, HR Support Functions.
DIAMOND/PLATINUM
You're getting the full package with all of us helping you and your family office.
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