Enhanced Accounting Services

Whether you are just starting your business or have been growing and expanding, our team is here to help you level up your business!

What if you could build:

• A look into the future projections of your business and growth.
• A way to test the effects of future decisions on your business.
• A clear and goal-focused budget designed to generate financial improvements.
• A set of financial reports that clearly show how you got “here” AND recommended actions that are proven to lead to improvement.

Packages & More Information

 Gold Service Package 

What's included?

• 2 to 3 business goals with Key Performance Indicators and targets
• 3 hours of advisory support with an expert
• Accounting diagnostic on your business
• 3-year custom forecast
• 12-month custom budget
• 4 quarterly analytic reports with custom recommendations
• 4 quarterly review sessions with an expert
• Dashboard and reporting tool

What's the cost?

Expect an investment of approximately $4,000 over a 12 month period.

Looking to get started ?  An advisor would be happy to assist you.

 Platinum Service Package 

What's included?

• 3 to 5 business goals with Key Performance Indicators and targets
• 5 hours of advisory support with an expert
• Accounting diagnostic on your business
• 3-year custom forecast
• 12-month custom budget
• 12 monthly analytic reports with custom recommendations
• 12 monthly review sessions with an expert
• Dashboard and reporting tool

What's the cost?

Expect an investment of approximately $7,500 over a 12 month period.

Looking to get started?  An advisor would be happy to assist you.

 Custom Service Package 

What's included?

Custom services allow you to have a completely tailored plan that works for you on your schedule.  Services can be provided on an hourly basis, or a package that includes a combination of:

• Business goals with Key Performance Indicators and targets
• Advisory support with an expert
• Accounting diagnostic on your business
• Custom forecast
• Custom budget
• Analytic reports with custom recommendations
• Review sessions with an expert
• Dashboard and reporting tool

What's the cost?

Services provided on an hourly basis are provide at our hourly rates, starting at $165/hour for our enhanced accounting services experts.

Packages will be priced based on the combination and frequency of services.

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