ACCOUNTING SERVICE PACKAGES

REACTIVE
Simple solutions for small companies and startups that need More.

The following strategy is not included in this service package:

At Least 3 Initial Strategy Sessions (Discover direction, purpose, clarity about your business).

  1. Discovery Session – Week 1
  2. Strategy Session – Week 4-6
  3. Implementation Session – Week 7-8

Contact with your Accounting Specialist

  • Stay on track with Semi-Annual KPI measures
  • Annual Tax Planning
  • Up to 3 Accounts (banking, credit card, loan)
  • Up to 70 transactions

Prepared Financial Statements – Accrual or Income Tax Basis

  • Balance Sheet
  • Profit & Loss Statements with Comparatives
  • Journals with Reconciliation reports
  • Phone Calls returned within 48 hours
  • 100% Guarantee
PROACTIVE
For businesses that are ready to increase momentum and focus on strategy and growth.

At Least 3 Initial Strategy Sessions (Discover direction, purpose, clarity about your business).

  1. Discovery Session – Week 1
  2. Strategy Session – Week 4-6
  3. Implementation Session – Week 7-8

Contact with your Accounting Specialist

  • Stay on track with quarterly KPI measures
  • Semi-Annual Tax Planning
  • Annual Budget Reports (Quarterly Updates)
  • Answer your questions
  • Advice on business decisions
  • Up to 4 Accounts (banking, credit card, loan)
  • Up to 120 transactions

Prepared Financial Statements – Accrual or Income Tax Basis

  • Balance Sheet
  • Profit & Loss Statements with Comparatives
  • Journals with Reconciliation reports
  • Phone Calls returned within 24 hours
  • 100% Guarantee
  • Annual 1099s (up to 10 included)
STRATEGIC
For established businesses who are ready to Maximize and take their business to the next level.

At Least 3 Initial Strategy Sessions (Discover direction, purpose, clarity about your business).

  1. Discovery Session – Week 1
  2. Strategy Session – Week 4-6
  3. Implementation Session – Week 7-8

Contact with your Accounting Specialist

  • Stay on track with monthly KPI measures
  • Quarterly Tax Planning
  • Annual Budget Reports (Monthly Updates)
  • Answer your questions
  • Advice on business decisions
  • Up to 6 Accounts (banking, credit card, loan)
  • Up to 200 transactions

Prepared Financial Statements – Accrual or Income Tax Basis

  • Balance Sheet
  • Profit & Loss Statements with Comparatives
  • Journals with Reconciliation reports
  • Phone Calls returned within 12 hours
  • 100% Guarantee
  • Annual 1099s (up to 20 included)