What I offer
Basic Remote Bookkeeping Service : Starting at $199 per month and pricing guaranteed for 12 months : Never a contract for basic bookkeeping services. Transactions are organized and classified, monthly financial statements are prepared for you, including the Profit and Loss, and Balance Sheet. ** Ask about my special pricing for small businesses less than 12 months old.
CFO Accounting and Advisory Services (Remote Only): Starting at $1450 per month for the stand alone Service:
Note stand-alone advisory services do not include Basic Remote Bookkeeping service as some clients may not require the Bookkeeping service.
No contract required. I will work month to month because I am confident of my ability to deliver real value…however I do offer a 10% discount for twelve month contracts.
Pricing is always guaranteed for 24 months.
The following is a range of services available (NOTE: all service may not apply to all businesses).**
Included: Priority response times
Included: Monthly Financial Reports (P&L and Balance Sheet)
Included: Monthly Financial Analysis
Included: Monthly CFO advisory sessions
Included: Process improvement recommendations
Included: Quarterly financial review meetings
Included: Liaison with your bank and/or tax professional
Accounts Payable management
Accounts Receivable management
Financial and Regulatory Compliance
Payroll processing and Oversight
Custom management reports
Ad-hoc and KPI reports
Cash flow forecasting
Budget and forecasting Support
Strategic financial planning and forecasting
Cost optimization and margin improvement analysis
Profitability analysis by division or product line
Risk management and loss mitigation planning
Strategic consultations
Cleanup Services: Pricing Varies :Available If you have not maintained your books for any length of time and need everything put back nice and tight for you. Current and prior year cleanups available. Pricing varies depending the extent of cleanup needed.
** Note that accounting software charges are not included in my monthly services charge. I only work with the worlds largest accounting software…QuickBooks Online (QBO), an Intuit product. So, additional monthly charges may apply if you need the Intuit QuickBooks Online cloud software. I can help set this up and get you up and running if you do not have this software...or migrate you over if your on the old desktop version.
** QBO pricing ranges from about $19 to $200 per month depending on the type of QBO plan that fits your small business needs. We can review the lowest priced cloud software during the initial conversations. QBO pricing is subject to change that I have no control over.
** All pricing assumes QBO live account feeds are enabled in the clients QBO account. If I am working from source documents pricing will be reflective of the additional time required to work off hard copy documents.