Package Offerings

The packages below are designed for our business clients. We work with High Net Worth Individuals & Families on a customized basis to determine the best service package for them.

Select a category below to expand and view package offerings.

Staffing Level

PackagePackage #1Package #2Package #3Package #4Package #5
STAFFING LEVELCompany OwnerContract BookkeeperContract ControllerContract CFOOutsourcing of entire Finance Dept.
Frequency of Accounting ServicesMonthly / QuarterlyWeeklyOn-goingOn-goingOn-going


PackagePackage #1Package #2Package #3Package #4Package #5
Email SupportUnlimitedUnlimitedUnlimitedUnlimitedUnlimited
Phone / Text SupportUnlimitedUnlimitedUnlimitedUnlimitedUnlimited
Virtual Finance Meetings2-4 x / year1x / month2x / monthUnlimitedUnlimited
In-Person MeetingsAdditional CostQuarterly1x / monthAs RequestedAs Requested


PackagePackage #1Package #2Package #3Package #4Package #5
Financial Statement Preparation (including balance sheet and income statement)XXXXX
Bank / Credit Card ReconciliationsXXXXX
Other Balance Sheet Account ReconciliationsXXXXX
Adjusting journal entriesXXXXX
Payroll RecordingXXXXX
Enter daily receipts and depositsXXXXX
Enter bills and disbursementsXXXXX
P&L Account ReconciliationsXXXXX
Sales Tax Filing (NYS) other states customized pricingXXXX
Accounts PayableXXXX
Accounts Receivable (record invoices, track customer payments, etc.)XXXX
Cash Flow ManagementShort-termLong-TermLong-Term
Payroll Processing (we work alongside your 3rd party provider)XXX


PackagePackage #1Package #2Package #3Package #4Package #5
Company Wide KPIsXXX
Prepare and maintain budgetXXX
Meetings with your management team to discuss financial resultsXXX
Board of Directors / Investor MeetingXXX
Oversee bank financial and non-financial requirementsXXX
Merger & Acquisition AssistanceXX
Establishing Policies and ProceduresXX
Profitability AnalysisXX
Financing AssistanceXX
Operational Improvement AnalysisXX
High-Level Industry KPIsX
Incentive PlansX
Risk AssessmentX
Strategic PlanningX
Coordination of annual audits, if neededX
Business ValuationX

Monthly Pricing

PackagePackage #1Package #2Package #3Package #4Package #5
(*starting at)
* $300 / Month
* $750/ Quarterly
* $500 / Month* $2,000 / Month* $3,500 / Month Customized

Tax Services

PackagePackage #1Package #2Package #3Package #4Package #5
Individual Tax ReturnIncluded
Business Tax Return
Minimum Tax Return Cost $975 / Year
1099 Reporting
* $250 / Year for Year One

What Package Is Right For You?

PackagePackage #1Package #2Package #3Package #4Package #5
WHAT PACKAGE IS RIGHT FOR YOU?Bookkeeping is done in-house by company owners or ADMIN staff. You are looking for someone to review your books and fix any mistakes.Your company has outgrown the owner or ADMIN doing the books and you now need basic bookkeeping help.Perfect for small-mid-sized businesses who are thinking of hiring a dedicated bookkeeper but don’t want to manage this in-house. You are also looking for high level financial analysis and recommendations.For small-mid-sized businesses who are not ready to hire a full time CFO. You need your books done right, but you also need numbers analyzed and strategic recommendations made. Mid-Sized businesses, or start-ups backed by outside investors that need full accounting and financial services assistance. Services range from in-person meetings with management to risk management assessments.

We will work alongside you to determine the best package to meet your needs. However, we do understand that everyone has a unique business and personal situation. If there is not a package that suits you, we do offer a la carte pricing for package additions. Please contact a member of our Outsourced Accounting Services Practice to discuss further.

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