OUR BUSINESS PACKAGES COME IN ALL
SHAPES AND SIZES.
OUR SOLUTIONS ARE ADAPTED TO THE SIZE OF YOUR AMBITIONS.
Our clients tell us that the Comprehensive Business Solutions (CBS) we offer give them the much-needed time to run the business, grow the business—and actually enjoy the business.
That’s because they’ve left their accounting, taxes and compliance to us, for only one flat monthly fee that includes:
- Regular financial reporting
- Advice for financial decisions
- A personal financial team
- Customized packages
- Fixed monthly pricing
The CBS Team:
You are assigned a dedicated Engagement Team consisting of:
- A partner who plans the strategy and overall performance of the Team
- A manager who is highly experienced and credentialed in your industry, to ensure all deliverables occur smoothly and on a timely basis
- A staff that ensures consistent communications occur between you and the Team
FEATURES AND PACKAGES
| SILVER | GOLD | PLATINUM | |
| Business and/or Personal Tax Returns | yes | yes | yes |
| Bookkeeping on QuickBooks® Online or Desktop | yes | yes | yes |
| Payroll on QuickBooks | yes | yes | yes |
| Phone calls (up to 15 minutes) | yes | yes | yes |
| Internal Financial Statements | yes | yes | yes |
| 1099 Preparation and Submission | yes | yes | yes |
| Tax Notices and Correspondence | yes | yes | yes |
| State and Local Filings (Sales, Property and City Taxes) | yes | yes | yes |
| Secretary of State Filings | yes | yes | |
| Annual Benchmarking (KPI) | yes | yes | |
| Corporate Minutes Service | yes | yes | |
| Annual Compiled Financials (without disclosures) | yes | yes | |
| Quarterly Financial Health Analysis (FHA) | yes | yes | |
| Financial Planning Consultations (as needed) | yes | ||
| Annual Advisory Consultation | yes | ||
| Virtual CFO Service: Bill Payment and Accounts Payable | yes | ||
| Virtual CFO Service: Invoicing and Accounts Receivable | yes | ||
Some services may be substituted for other, more relevant services.
EXPLANATION OF SERVICES
Annual Advisory Consultation
Strategic advice incorporating aspects of coaching, goal-setting and long-term planning.
Annual Benchmarking
An analysis of Key Performance Indicators (KPI) and comparison of critical operating and financial metrics with your industry peers.
Annual Compiled Financials (without disclosures)
Please refer to the Certified Financial Statements page on this website for a detailed explanation of what is included in a Compilation.
Corporate Minutes Service
Annually delivered through a third-party service, this is an invaluable risk management necessity for a small business.
Financial Planning Consultations (as needed)
Objective consultations to discuss how your financial complexities relate to your future and your options.
Internal Financial Statements
Prepared monthly from your data without disclosures.
1099 Forms
Annual preparation and submission.
Quarterly Financial Health Analysis (FHA)
Financial metrics delivered in person or online;
we discuss our thoughts and observations about your business and its financials.
Secretary of State Filings
As needed for corporations and LLCs.
State and Local Filings (Sales, Property, and City Taxes)
As needed per your operating jurisdictions.
Tax Notices and Correspondence
Our firm reviews and responds to any notices you get from the taxing authorities. This includes reconciling discrepancies in records of income and expense reporting as well as helping you interpret the law and what remedies may exist.
Virtual CFO Service: Accounts Payable
We act as your company’s A/P function, integrating seamlessly with your internal needs and cash flow, using automated approval processes through Bill.com.
Virtual CFO Service: Accounts Receivable
We act as your company’s CFO—or Controller—billing your customers per your requirements and monitoring cash flow activity and reporting to you on a continual basis, based on your preferences.
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