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Service Plans for Growing Businesses

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Foundation Accounting Plan

For businesses that need clean accounting infrastructure, Financial Software setup or cleanup, monthly reconciliations, financial statement preparation, and basic tax-related support such as sales tax, franchise tax, and 1099 coordination.

Services Include:

  • Financial Infrastructure and Accounting System Setup

  • Accounting System (QBO) Migrations/Conversions

  • Monthly Accounting services – Reconciliation/reporting

  • Account Reconciliations

  • A/R and A/P Reconciliations

  • Financial Statement Prep

  • Monthly financial review meetings

  • Annual Franchise tax return

  • Sales tax reporting

Optional Services:

  • Payroll Services and tax reporting

  • 1099 Contractor reporting

  • Fractional CFO providing forward looking financial planning, forecasting and cash flow management

  • GAAP Financials

Accounting Operations Plan

For established service businesses that need reliable monthly accounting, reporting, reconciliations, A/R or A/P support, and scheduled financial review meetings so the owner can stay focused on client service and growth.

Services Include:

  • Accounting Diagnostic Review

  • QBO Setup

  • QBO Migrations/Conversions

  • Monthly QBO services – Reconciliation/reporting

  • Account Reconciliations

  • A/R and A/P Reconciliations

  • Financial Statement Prep

  • Monthly financial review meetings

  • Annual Franchise tax return

  • Sales tax reporting

Optional Services:

  • Payroll Services and tax reporting

  • 1099 Contractor reporting

  • Financial planning and analysis services for full year budget, forecasting and cash flow management.

Controller & Multi-Entity Plan

For owners managing multiple entities, locations, or companies that need consistent accounting processes, entity-level reporting, intercompany activity tracking, consolidated visibility, and Controller-level oversight. 

Services Include:

  • Accounting Diagnostic Review

  • Monthly QBO services for each entity

  • Account Reconciliations

  • A/R and A/P Reconciliations

  • Intercompany eliminations

  • Financial Statement Prep

  • Monthly financial review meetings

  • Annual Franchise tax return for each entity

  • Sales tax reporting for each entity

  • Consolidated financial statements for all entities

  • Monthly / Quarterly reviews including insights and risks across your businesses

  • Fractional CFO block of time for in depth financial planning and analysis.

Optional Services:

  • Payroll Services and tax reporting

  • 1099 Contractor reporting

  • M&A Deal Analysis

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