Business Meeting

CONCIERGE PACKAGE

Maintain your “A Game “!

What does this Package Include?

You might choose this plan if you…. Need a dedicated team to handle all areas of your business finances & provide insights to business growth and development

Basic Support (response within 36 hr)

Bank Reconciliations

Est Qtr Tax and/or Sales & Use Tax Return Prep

Profit & Loss Statement

Balance Sheet

Cash Flow Statement

Quickbooks Online (+$25 if existing file)

Quarterly Check In Calls

Annual Budget Deep Dive – Goal Review

Job Costing/Grant Tracking 

Quarterly Budget Deep Dive – Goal Review

Vendor Bill Payment & System (AP)

Customer Billing (AR)

Weekly Updates

Silver Support (within 12 hr)

Budget/Projections

Bi‐Monthly Budget Deep Dive – Goal Review

Payroll Facilitation

Platinum Support (Within 6 hr)

Monthly Check In Calls

Audit Ready/Assistance

CFO Insights (Month End Close & Analysis)