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PACKAGE PRICING

Starter Package

*Starting at

$599/month

 Specified Bookkeeper and Controller Oversight

Up to 3  Bank and or Credit Cards Reconciled Monthly and 50 transactions processed monthly

  Banking and credit card transactions downloaded and categorized monthly

  Monthly Financial Statements

HubDoc Subscription included

Essentials Package

*Starting at

$999/month

  Specified Bookkeeper and Controller oversight

  Up to 5 Bank and or Credit Cards Reconciled Monthly

and 400 transactions processed monthly

  Banking and credit card transactions downloaded and categorized weekly

  Monthly Financial Statements

HubDoc

Subscription included

Growth Package

*Starting at

$1,499/month

  Same as Essentials package plus 2 hours of virtual CFO support

  Up to 5 Bank and or Credit Cards Reconciled Monthly and 400 transactions processed monthly

  Banking and credit card transactions downloaded and categorized weekly

  Monthly Financial Statements 

HubDoc Subscription included

  • *QBO Users:  The QBO packages are based on monthly transactional volume. We understand that every business is different and we are able to customize a package that suits your business needs.  

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  • QuickBooks Desktop Users:  We support all desktop versions.  Let us know your needs and we can discuss our packages and hosting options with you.

Additional Services

  • Historical Cleanup

  • QuickBooks Setup

  • Payroll

  • 1099 Reporting

  • Customer Billing

Controller/CFO Services

  • Budgeting and Forecasting

  • Banking Compliance

  • Cash Flow Management

  • Strategic Planning

Looking for a Finance Team who GWCs and knows the EOS Process?

We definitely GWC in this area!  Not only are we trained on EOS, but we run the Entrepreneurial Operating System in our Offices.

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If you are looking to fill your finance seats and or looking for a CFO to work with your team at the management level, we are your team!  For the past 5 years, we have been helping clients running EOS and we are the “Go To” accounting firm implementers recommend to their clients.

 

Services offered by our In-House Team Trained in the EOS Process

For Businesses Running EOS:

  • Bookkeeping/Accounting

  • Controller

  • CFO

For EOS Implementers:

  • For your Business - Bookkeeping/Accounting  & CFO Services

  • For your EOS Clients - Your Accounting Resource for Clients Needing to Fill their Accounting & CFO Seats

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