Our Done-For-You Plans Include:
- AI Money Management System™
- Prepare and file business tax return and owner's personal return.
- Weekly bookkeeping so you always know your cash flow.
- Your own custom financial dashboard that's updated weekly.
- Accurate financials and custom processes created by your dedicated bookkeeper.
- Weekly & monthly reporting with tips and recommendations.
- The CFA «Business and Money» weekly newsletter.
- We pay your QuickBooks or Xero subscription.
- Now choose your solution below for a thriving business.
CASHFLOW
$600/biweekly on 10th & 25th
Expense Management
♦ All of the above PLUS...
♦ Less stress knowing that your bills are getting paid with money left over
♦ Manage your Accounts Payable (AP bill pay)
♦ Pay your 1099 subcontractors
♦ Categorize and reconcile bank & credit card transactions
♦ Track your Labor and Materials account
♦ Track your Quarterly Estimated Tax Payments account
BONUS: We pay your Accounts Payable subscription
PROFIT
$1050/biweekly on 10th & 25th
Income & Expense Management
♦ All of the above PLUS...
♦ More free time knowing that your income is now greater than your expenses
♦ Manage your Accounts Receivable (AR invoicing/income) and Accounts Payable (AP bill pay)
♦ Communicate with your customers regarding their payments to you
♦ Track and manage your cash inflows and outflows
♦ Our bookkeeping «20 point peace of mind checklist»
♦ Monthly «Know Your Numbers» financial performance report
BONUS: We pay your AP and AR Subscription
GROWTH
$1550/biweekly on 10th & 25th
The Done-For-You All-In-One Plan:
Income & Expense Mgmt, Budgeting, Forecasting, plus Advertising & Lead Generation
♦ All of the above PLUS...
♦ Quick results and peace of mind knowing that you're no longer stuck
♦ Develop comprehensive advertising strategy for growth
♦ Track your projects, budgets, estimates with job costing
♦ Monthly business consultation focused on growth and profits
♦ Monthly «project profitability reports»
BONUS: Monthly phone call with our Advertising & Lead Generation Strategist
«TAX» ADD-ON
$150/month
Let our Certified Tax Specialists lower your tax bill
♦ Business and Personal tax return
♦ Tax payments, planning, strategies, deductions
♦ Yearly tax return review conference call
♦ Quarterly tax strategy call
♦ Monthly tax savings/deductions report
♦ Year-round email questions
«PAYROLL» ADD-ON
$200/month
We'll handle it — you stop stressing about “making payroll”
♦ Payroll services Gusto, Onpay or QB Payroll
♦ Create and file end-of-year W2, W3 and 1099 forms
♦ Manage your weekly payroll budget
♦ Maintain your payroll roster, benefits, changes to payroll info
♦ Process employee payroll on your schedule
CATCH-UP / CLEAN-UP
$100/month for 1 year
Is your bookkeeping behind, disorganized, incorrect?
♦ Review and update your Chart Of Accounts
♦ Organize and restore the accuracy of your financial records
♦ Reconcile (up to 1 year) all bank and credit card statements
♦ Stop making bad business decisions based on inaccurate info
♦ See the true financial health of your business
***NOTE: You must be using Digits or QuickBooks or Xero
