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SERVICES

WEDDINGS

SIGNATURE ACCOUNTING SERVICES

Whatever your business size, we’ve got you covered.
Think of us as your back office, while you focus on the forefront.

PACKAGES

Local Coffee Shop

Platinum Package

  • Monthly bookkeeping and account reconciliations

  • Monthly Financials; Balance Sheet, Profit & Loss-Month, Profit & Loss Year to Date, Profit & Loss YTD Previous Year Comparison

  • Monthly sales tax payable – up to 10 states

  • Full-Service bi-weekly payroll processing for up to 50 employees’ ($100 up charge for weekly payroll)

  • Accounts payable services up to 10 payables

  • Accounts receivable

  • Monthly receipt/invoice collection and reconciliation

  • Quarterly 30-minute conference call with CFO to discuss business operations and inquiries

  • Annual 1099’s

  • Quarterly tax projection

  • Voxer access to CFO

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Gold Package

  • Monthly bookkeeping and account reconciliations

  • Monthly Financials; Balance Sheet, Profit & Loss-Month, Profit & Loss Year to Date, Profit & Loss YTD Previous Year Comparison

  • Monthly sales tax payable – two states included, and Annual filing(s)

  • Monthly officer payroll processing

  • Quarterly tax projection

  • Annual 1099’s/1096 filing

  • Signature Support via Voxer

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Silver Package

  • Monthly bookkeeping and account reconciliations

  • Standard Monthly Financials; Balance Sheet, Profit & Loss-Month, Profit & Loss Year to Date

  • Monthly Michigan sales tax payable, and Annual 5081 filing

  • One initial 30-minute financial Review with CFO

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Full-Service
Payroll

  • Weekly, Bi-Weekly, or Monthly payroll processing for up to 50 employees’

  • Includes Michigan New Hire reporting

  • Health Insurance deductions

  • 401(k) deductions and payment processing

Add-On Service

CFO Consulting Package

  • 30 minute Monthly financial review and recommendations with CFO

  • Customized financial reporting – industry specific

  • Quarterly tax projections

  • Unlimited text and email correspondences

  • Signature Support via Voxer

  • Unlimited Tax Correspondence support 

  • Loan application support - 4 applications/year (additional charge available for more)

  • Cash flow forecasting and management

  • Annual planning and strategy meeting

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