You handle the stuff you’re good at. We’ll handle the rest.

Start small and scale as you grow.

Choose the package that fits your needs and budget. Plus, add HR & Payroll and Taxes as bolt-on services if needed.

Starting at $500/mo

Beyond Books

Most Popular Starting at $2,500/mo

Growth Focus

Starting at $5,000/mo

Virtual CFO

0 game changer services

Including quarterly finance meetings with your dedicated Cloud Accounting Specialist.

Including monthly finance meetings with your Dedicated Cloud Accounting Specialist AND Dedicated Client Accounting Manager.

Including weekly finance meetings with your Dedicated Cloud Accounting Specialist, Dedicated Client Accounting Manager AND Dedicated Client Accounting Director.

Accounting & Bookkeeping Services

0

Bookkeeping
Bank Account Reconciliations
Credit Card Reconciliations
Employee Expense Management
A/P Management - Process Vendor Invoices & Manage Workflow
Fixed Asset Accounting
Monthly Financial Reporting
Revenue Recognition
Equity/Cap Table Accounting

Cash Management Services

0

Process Vendor Payments + Manage Workflow
13-Week Cashflow Analysis
Cash Collections Support
Banking Relationship Management & Oversight

Financial Reporting & Analysis

0

Monthly Financial Reporting
Annual Budgeting Process Management
Budget to Actual Reporting
KPI Reporting
Written Financial Statement Analysis
Financial Planning & Analysis
Unit Economics Analysis

Tax Services

0

1099 Management
Sales Tax Filing

Ready to start seeing how these plans can get to work for you?

Add Virtual HR
& Payroll

Pass off that endless list of HR and payroll to-dos to our experienced professionals.

Professional-Woman-with-Arms-Crossed
$75/mo/employee

<50 Employees

$100/mo/employee

50+ Employees Multistate Employer

0 Payroll & HR life-savers

Perfect for growing companies with under 50 employees

Perfect for growing companies with over 50 employees, with ACA compliance

Payroll Processing

0

Payroll Processing
Assistance with setup of deductions - medical, mandatory support orders
Coordination of employee expense reimbursements

Complete Employee Lifecycle Management

0

HRIS Platform
Complete onboarding & offboarding of employees in HRIS
Employee file audits & recordkeeping management in accordance specific to applicable laws
Employee file audits & recordkeeping management for specific client requirements
Job description & offer letter development
Termination/separation support/COBRA administration/unemployment insurance claims
Workers’ compensation, statutory disability, and paid leave audit & claims management
Assistance with employee disciplinary procedure/tracking & performance tracking

Human Resources Support

0

Consultative relationship with SHRM – SCP professional
Completion of employee handbook including PTO policies and update as needed
Assistance with independent contractor compliance
Job classification compliance - Fair Labor Standards Act audits and adjustments
EEOC & ADA assistance & claims support
HR “Hotline”/Support for employees and client for employee relations issues
Employee benefits support
General guidance with retirement plan administration
Workplace harassment supervisor/employee training & investigations
Sexual Harassment Training

Compliance with Affordable Care Act

Multi-State Employer

Individual

Tax Return

Corporate

Tax Return

Add Taxes

In addition to your routine tax needs, our team of high-powered team of experts will also consult with you and your business on specialized areas like the research and development tax credit, entity structure and more.

In addition to your routine tax needs, our team of high-powered team of experts will also consult with you and your business on specialized areas like the research and development tax credit, entity structure and more.

Individual Tax Return (Federal & 1 State) – $500

Each Additional State – $150

Corporate Tax Return (Federal & 1 State) – $2,500

Each Additional State – $500

Ready to start seeing how these plans can get to work for you?