Our Elite Package

We manage or oversee your A/P & A/R including posting, processing, and paying your bills as well as sending and receiving payments for your invoicing.

We look for ways to improve internal controls within your company to help prevent fraud and loss due to mistakes and errors and ways to make your processes more efficient.

The ability to forecast, plan, and budget for multiple scenarios for your company so that important decisions are made with real data instead of guesses.

We build out custom services, integrations, and reporting based on the specific needs of our clients.

We create advanced cash flow forecasts to identify future issues with cash flow and prepare in advance along with cash flow dynamic dashboards you can use to monitor your cash flow at any time, including scenario forecasting.

We use Dext (mobile receipt documentation). We set you up with a mobile app that sends your receipts to QuickBooks by taking a picture with your mobile phone.

We help you develop an investor ready Business Plan.

A report to help you see what you need to work on in your business with easy to read graphs and explanations, think of it as a financial report card for your business.

Meeting via Zoom with CPA to Review Financials. Optional remote meetings to ask us any questions you may have and review your financial performance.

We build a Tax Strategy report for you in the autumn and meet with you to go over tax estimates for the upcoming year and identify strategies that you can use to lower your taxes before year end.

We post your transactions weekly and follow up with you on anything we need your input while it is still fresh in your mind.