Cloud-Based Accounting Services

Cloud-Based Accounting Services

Flat fee outsourced accounting plans for entrepreneurs, small and medium business, and family offices. By assigning financial services to the professionals, you can focus on tasks that add to your bottom line.

Pricing

Monthly plans start at $750 bringing ease in budgeting and predictable pricing. Our customized plans and clearly defined scope of work mean that you know what you are buying.

Our scalable and flexible services mean that we can grow as your needs change. Core pricing is driven by complexity, size and frequency of reporting.

How To Get Started

Step 1 – We schedule a no obligation consultation so we can get to know each other

Step 2 – We review your last year’s tax return and the last twelve months of financial information

Step 3 – We present customized pricing options along with a clearly defined scope

Step 4 – You choose your plan, sign an engagement letter and submit a retainer or advance payment

Step 5 – Our implementation team schedules a start date

Step 6 – You rest easy knowing soon your accounting problems will be behind you and you can focus on tasks that matter

Core Services

Technology and Process

Advisory Services

Requirements

Bank and credit card account access via read-only credential for bank feeds and statements

All of our technology integrates into a customized software stack, is cloud based and available 24/7/365 on mobile and desktop.

Our Preferred Technology Partners

Bill.com
Expensify
Hubdoc
Money Thumb logo
Run ADP
Tallie
Tax 1099
Quickbooks certified
Qvinci

We frequently add new service providers and technology that meets our client service standards and solves problems.

By leveraging technology, we create efficiencies that provide more time to for advisory support.

Our solution is scalable and customized – use just what you need and be ready to grow.