Accounting Packages

1. Have you outgrown your bookkeeper or current accounting

2. Do you currently understand the state of your finances?

3. Do you believe that you deserve an accounting team to support
you and your other team members?


If you answered yes to any of these questions, check out all the financial services we offer below, and let’s figure out which form of financial management below is right for your business.

Schedule a free consultation today to discuss how to improve
your business by outsourcing your accounting functions to the right team.

Phase 1 – Bookkeeping

  • Fixed Fee Agreement

  • Vendor bills and expense processing (Accounts Payable)

  • Sales and receipts processing (Accounts Receivable or POS input)

  • Payroll transaction data input from outside payroll service

  • General ledger and reconciliation maintenance (monthly)

  • Live access to QuickBooks Online for reporting retrieval.

  • Money-Back Guarantee

Phase 2 – Controllership

  • Everything in Phase 1

  • GL and reconciliation maintenance are now weekly.

  • Weekly cash flow maintenance, reporting, and review video

  • Real-Time Financial Information (cash basis daily, accrual basis weekly)

  • Monthly financial reports with a video overview and Q&A call option

  • Cash Flow forecasting

  • AR monitoring and bad debt expense mitigation