Ideal for Firms That Are Ready to Become Fiscally Responsible.
Monthly Accounting & Reconciliation
Monthly Financial Session 1x/month
Month-End Closing & Financial Reporting
Annual Budget & Forecasting
24/7 Financial Performance Dashboard
Designated Accountant
Onboarding Time – 3 to 4 Weeks
Premier Platinum
Virtual Controller
Ideal for Firms That Desire to Accelerate Cash Flow, Profits & Positioning for Growth.
Monthly Accounting & Reconciliations
Financial Status Sessions 2x/month
Month-End Closing
Advanced Financial Reporting
Annual Strategic Planning Session
Mid-Month Cash Flow Forecasting
12-Month Rolling Financial Projections
24/7 Financial Performance Dashboard
Designated Accounting Team
Full-Service Payroll**
Onboarding Time – 4 to 5 weeks
Premier Platinum Elite
Virtual CFO
Ideal for organizations rapidly growing and require help but can't afford an in-house Controller/CFO. They understand their time is better spent on Revenue Generating Activities (RGA's).
Monthly Accounting & Reconciliations
Financial Status Sessions 3x/Month
Month-End Closing
Advanced Financial Reporting
Annual Strategic Planning Session
Company-Wide KPIs & Analysis
Weekly Cash Flow Forecasting
12-Month Rolling Financial Projections
24/7 Financial Performance Dashboard
Designated Accounting Team
Performance tracking by Project, Team Member & Department
