SKY'S THE LIMIT 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)