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ONLY PAY FOR WHAT YOU NEED

Monthly Packages

Our monthly accounting packages offer a comprehensive and hassle-free solution to meet the diverse financial needs of businesses. Tailored to accommodate various company sizes and industries, our packages encompass a range of services, including bookkeeping, payroll, financial statement preparation, tax compliance, and strategic financial advice.

SUITE OF SERVICES

Monthly Packages

Basic

Our basic package ensures you have a clean, efficient, and proper accounting system and set of books for your business.

  • Full-cycle bookkeeping services
  • Sales tax compliance
  • Categorizing of transactions
  • Bank account and credit card reconciliations monthly
  • Bookkeeping reviewed by our controller

Plus

Our most popular option. Everything in the basic package plus payroll, financial & tax support, and monthly reporting to ensure you have the information you need to succeed.

  • Full-cycle bookkeeping services
  • Sales tax compliance
  • Categorizing of transactions
  • Bank account and credit card reconciliations monthly
  • Bookkeeping reviewed by our controller
  • Payroll processing for up to 5 employees
  • Financial statements and reports provided monthly
  • Monthly meetings to discuss financials, variances, tax, etc.

Premium

The premium package for businesses that want a full set of finance and accounting services to ensure they’re successful and growing, as easily as possible. You get all the support you need and can focus on what you do best, while we take care of the rest.

  • Full-cycle bookkeeping services
  • Sales tax compliance
  • Categorizing of transactions
  • Bank account and credit card reconciliations weekly
  • Bookkeeping reviewed by our controller
  • Payroll processing for larger number of employees
  • Monthly meetings to discuss financials, variances, tax, etc.
  • More frequent review and reconciliation of your books, as required
  • Financial statements and reports provided monthly
  • CFO level advisory and support services including financial reporting packages, strategy meetings and more
  • Accounts payable/bill payment services, as required
  • HR services provided, as required
*Pricing will depend on volume of bank and credit card activity, number of transactions, number of employees on payroll and many other factors. In the process of our discovery call we will do a deep dive into your business’s accounting situation to provide an accurate quote.

LET’S TAILOR YOUR APPROACH

Talk to us today to develop your custom package

Our packages provide a cost-effective and scalable approach, allowing businesses to focus on their core operations while entrusting their financial management to skilled professionals. Whether you’re a startup, small business, or growing enterprise, our monthly accounting packages are designed to optimize your financial processes, providing peace of mind and empowering you to make informed business decisions.

NO BORDERS. NO LIMITS.

Financial Experts With a Lot to Say

Our packages provide a cost-effective and scalable approach, allowing businesses to focus on their core operations while entrusting their financial management to skilled professionals. Book a discovery call with us to learn more!