Services

Our Service Packages


Bookkeeper

Bookkeeper

Controller

Controller

CFO

CFO

Projects

Projects

Bookkeeper


This package is designed for companies generally under $2 million in revenue where the business needs a high-level bookkeeper to make sure transactions are properly accounted for, and that cash is properly managed.


Estimated Recurring Cost: $300-$1,200

Pricing: $200 plus $2 per bookkeeping transaction, additional $5 per bill pay


Example of tasks we can perform:

  • Bank reconciliations, paying bills
  • Secretary of State annual report filing
  • Town/City Assessor's report
  • Miscellaneous tax reports and filings
  • 1099s

Controller


This package is designed for companies generally over $1 million in revenue where the company wants to establish some discipline in reviewing and discussing financial statements, based on a standard month end close process. These companies frequently have their own in house bookkeeper.


Estimated Recurring Cost: $800-$4,000 per month

Pricing: $85 - $125 per hour


Example of tasks we can perform:

  • Accounting Supervision of Bookkeeper
  • Establish vendor terms
  • Fulfilling requests of outside CPA firm
  • Month-end closing
  • Financial statement review and discussion
  • Completion of workers compensation audit

CFO


For companies generally over $1 million in revenue where the company wants to constantly be looking forward based on a more robust analysis of both prior results and new information.


Estimated Recurring Cost: $800-$6,000 per month

Pricing: $115 - $200 per hour


Example of tasks we can perform:

  • Income tax projections
  • Setting of annual budget
  • Budget-to-actual comparisons
  • Reforecasting

Projects


Estimated One-Time Cost: $1,000-$50,000

Pricing: $100 - $200 per hour


Example of tasks we can perform:

  • Analyze company financial management function and provide recommendations
  • Set up an accounting system
  • Develop and streamline monthly process
  • Develop reporting
  • Build financial model

Questions? Contact us.



Jeff Barba

Jeff Barba

Pia Hallidri

Pia Hallidri

Joe Schrader

Joe Schrader

Mike Ursillo

Mike Ursillo