Virtual CFO Packages

Starting $2,000 / Monthly

Client Size 0-5 Employees

Basic Bookkeeping & Tax Planning

Virtual Meeting 1X / Month

Quarterly Meetings

Unlimited Emails (3 Day Response Time)

1.) Advice & Help with Daily Tax and Financial Tasks: 

• Licensed IRS Enrolled Agent on Call (5 Day Response Time)
• Keep your business in compliance with new IRS, State and Local Tax Laws
• Oversee Financial matters avoiding Fines or Legal Action
• Assistance with Financial companies 

2.) QuickBooks Setup: (One Time)

• Link Accounts to QB's (Banks, Square, Stripe, Avalara, Housecall Pro, Amazon, Etc.)
• Set up Chart of Accounts
• Set Rules and Classes
• Track Income & Expenses
• Track Miles Correctly
• Maximize Tax Deductions
• Employee/Contractor GPS time & Location Tracker (Add on)

3.) Preparing QuickBooks Reports Such As: (Quarterly)

• Profit & Loss Reports
• Accountant & Tax Reports
• Balance Sheet
• Banking Reports
• Banking Reconciliation
• Class Tracking
• Custom Financial Reports
• Customers & Receivables Reports
• Employees & Payroll Reports
• Expenses & Vendors
• Inventory Reports
• Jobs, Time & Mileage
• Purchase & Sales Reports

4.) Payroll Services: (Bi-Weekly / Monthly) (Add on)

• Set Up Employee Payroll
• Entering Time Sheets
• Processing Employee Payroll
• Process Monthly and/or Quarterly Shareholder Distributions
• Uploading Third Party Payroll Reports
• Manage Accounts Payable & Receivables
• Collect Overdue Receivable
• Prepare Monthly, Quarterly & Yearly Payroll Taxes with Taxing Authorities

Starting $4,000 / Monthly 

Client Size 0-10 Employees

Proactive Tax Planning

Virtual Meeting 2X / Month

Quarterly Meetings

Unlimited Emails (3 Day Response Time)

1.) Advise & Help with Daily Tax and Financial Tasks: 

• Licensed IRS Enrolled Agent on call. (3 Day Response Time)
• Keep your business in compliance with new IRS, State and Local Tax Laws
• Oversee Financial matters avoiding Fines or Legal Action
• Assistance with Financial Matters

2.) QuickBooks Setup: (One Time)

• Link Accounts to QB's (Banks, Square, Stripe, Avalara, Housecall Pro, Amazon, Etc.)
• Set up Chart of Accounts
• Set Rules and Classes
• Track Income & Expenses
• Track Miles Correctly
• Maximize Tax Deductions
• Employee/Contractor GPS time & Location Tracker (Add on)

3.) Preparing QuickBooks Reports Such As: (Monthly)

• Profit & Loss Reports
• Accountant & Tax Reports
• Balance Sheet
• Banking Reports
• Banking Reconciliation
• Class Tracking
• Custom Financial Reports
• Customers & Receivables Reports
• Employees & Payroll Reports
• Expenses & Vendors
• Inventory Reports
• Jobs, Time & Mileage
• Purchase & Sales Reports
• QuickBooks Projects (Track Labor Costs & Profitability of Jobs)

4.) Payroll Services: (Weekly / Bi- Weekly)

• Set Up Employee Payroll
• Entering Time Sheets
• Processing Employee Payroll
• Process Monthly and/or Quarterly Shareholder Distributions
• Uploading Third Party Payroll Reports
• Manage Accounts Payable & Receivables
• Collect Overdue Receivable
• Prepare Monthly, Quarterly & Yearly Payroll Taxes with Taxing Authorities

Starting $7,000  / Monthly

Client Size 0-20 Employees 

Strategic Planning

Virtual Meeting 4X / Month

Quarterly Meetings 

Unlimited Emails & Phone Calls

1.) Advise & Help with Daily Tax and Financial Tasks: (Daily)

• Licensed IRS Enrolled Agent on call. (1 Day Response Time)
• Keep your business in compliance with new IRS, State & Local Tax Laws
• Oversee Financial matters avoiding Fines or Legal Action. 
• Assistance with Financial companies 

2.) QuickBooks Setup: (One Time)

• Link Accounts to QB's (Banks, Square, Stripe, Avalara, Housecall Pro, Amazon, Etc.)
• Set up Chart of Accounts
• Set Rules and Classes
• Track Income & Expenses
• Track Miles Correctly
• Maximize Tax Deductions
• Employee/Contractor GPS time & Location Tracker 

3.) Preparing QuickBooks Reports Such As: (Monthly)

• Profit & Loss Reports
• Accountant & Tax Reports
• Balance Sheet
• Banking Reports
• Banking Reconciliation
• Class Tracking
• Custom Financial Reports
• Customers & Receivables Reports
• Employees & Payroll Reports
• Expenses & Vendors
• Inventory Reports
• Jobs, Time & Mileage
• Purchase & Sales Reports
• QuickBooks Projects (Track Labor Costs & Profitability of Jobs)

4.) Payroll Services: (Weekly / Bi-Weekly)

• Set Up Employee Payroll
• Entering Time Sheets
• Processing Employee Payroll
• Process Monthly and/or Quarterly Shareholder Distributions
• Uploading Third Party Payroll Reports
• Manage Accounts Payable & Receivables
• Collect Overdue Receivable
• Prepare Monthly, Quarterly & Yearly Payroll Taxes with Taxing Authorities

5.) Business Structuring & Growth: (Monthly / Quarterly) 

• Setting up a Tax Efficient S Corporation (30/60/10) (Minimizing Self-Employment Tax)
• Shareholders Reasonable Salaries, Contributions & Distributions
• Represent & Advice on with Factoring, Lenders & Financial Institutions (Bank Relationship)
• Benefits of Revocable Living and Irrevocable Trusts (Minimizing Tax Burdens)
• Annual Budgeting
• Annual S Corp Meeting (S- Corp Requirement)
• Cash Flow Forecasting (6 / 12 Month)
• Measuring Key Performance Indicators (KPIs)
• Monthly Books Review & Profitability Report (Strategic Planning)
• Advise on Business Deals and/or Projects (Risk Analyses)
• E-file 1120-S Corporation Tax Return