For Businesses/Business Owners
TIER 1
New Business Accounting
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QuickBooks online setup (new QBO accounts)
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Monthly bookkeeping
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Bank/credit card reconciliations
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Monthly reporting
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Annual financial statement & business performance review
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Annual adjusting entries
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Year-End tax reporting package
Starting at $500/Month
TIER 2
Outsourced Accountant
Starting at $750/Month
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Everything in Tier 1, plus:
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QBO Basic training
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Semiannual financial statement & business performance review
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Receipt management within QBO
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Cash flow projections
TIER 3
Fractional Controller
Starting at $975/Month
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Everything in Tier 2, plus:
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Quarterly financial statement & business performance review
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Annual budgeting
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Real-time financial information support
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Unlimited client calls
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1099-NEC/MISC filings (nominal filing fee)
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Payroll processing implementation assistance*
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Annual Reasonable Comp analysis for S-Corps
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