Levels of Service
Levels of Service
STEP 1
Tell us your needs by answering a few questions via the link below.
You’ll have an opportunity to schedule a time for a no-obligation consult.
STEP 2
Get a bird's eye view of your financial story as we perform a preliminary analysis to help you decide if we are a good fit for your needs.
STEP 3
You will be assigned to a specialized team of QuickBooks® Certified ProAdvisors who will record your financial story based on your selected level of engagement with a recurring monthly investment:
Peace Of Mind
Freedom
Transformation
Levels of Engagement
Levels of Engagement
Entry Level Controller
Client Size - Up to 10 employees
Monthly bookkeeping review
Month End Close
Monthly bank and liability account reconciliations
Financial Statements
Monthly balance sheet
Monthly income statement
Online Support
Dropbox folder for shared access
Unlimited email communication
“Peace Of Mind” Level
Average $400.00/month
Virtual Controller Services
Client Size - 10 to 20 employees
Monthly bookkeeping review
Month End Close
Monthly bank and liability account reconciliations
Financial Statements
Monthly balance sheet
Monthly income statements
Online Support
Dropbox folder for shared access
Unlimited email communication
Monthly virtual meetings
Systems and Processes
Technology advisement and implementation
Systems and process troubleshooting
Separation of duties and best practices consultation
KPIs and Forecasting
(Pick One)
Revenue Recognition
Customized department reports
Audit Support
“Freedom” Level
Average $500/week
Virtual CFO Services
Client size - 20+ employees
Monthly bookkeeping review
Month End Close
Monthly bank and liability account reconciliations
Financial Statements
Monthly balance sheet
Monthly income statements
Online Support
Dropbox folder for shared access
Unlimited email communication
Up to six (6) monthly virtual meetings
Systems and Processes
Technology advisement and implementation
Systems and process troubleshooting
Separation of duties and best practices consultation
KPIs and Forecasting
Revenue recognition
Customized department reports
Audit Support
Company wide KPIs
Performance by project
12-month forecasting
Resource Planning
Director Meetings
“Transformation” Level
Average $1,500/week
Add Day to Day Services to any package
Income and expense record
Paying bills
Invoicing clients
Payroll and contract management
Employee expense reporting
Sales Tax Reporting