WHAT TO EXPECT

Our Service Levels Are Fixed

Your quote is not an estimate. We learn what you need and then a set price. When you receive a quote from one of us, this price is all-encompassing and unless circumstances change, there will be an no hidden costs or miscellaneous fees.

We price so as to be treated as a member of your team, not simply another vendor you work with. Your employees won’t increase their rates like a vendor might, and neither will we. We’re not a traditional accountant that you see once per quarter or once per year. We are an extension of your team!  We help you drive success.

Virtual Service Levels

The below value levels indicate how we typically structure relationship with our client. Each row is a la carte, meaning we can customize our plans specific to you and your company’s needs. We can offer you a clear, customized plan in just a one hour phone conversation, where we’ll ask you question about your business, your goals, and your budgets.

Monthly
Daily
CFO
Business Tax Return

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Financial Statements

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12-Month Forecasting

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Bank Reconciliations

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Statement Reconciliations

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Tax Planning

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Email Support
Unlimited
Unlimited
Unlimited
Phone Support
Unlimited
Unlimited
Unlimited
Virtual Meetings
As Needed
As Needed
As Needed
Accounts Payable
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Accounts Receivable
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Cash Flow Management
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Bank Relationships
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KPIs
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Which tier is right for me ?

Take a look at the below infographic(data from Infusionsoft) to see what growth stage your company is at.

virtual accounting service Clearwater, business tax preparation, accountants Clearwater FL, Tampa bookkeeping services

Here’s how we typically work with growing companies:

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Let us handle your business tax returns, also on a fixed fee.

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Check out our Transactional value tier. At this point,we’re just assisting you with tax returns, but also with more strategic planning and forecasting. We’re not just a team of bookkeepers and accountants. We’re experts in laying a solid financial foundation to help your business accelerate, and to help you map out the next several months of your business operations on a rolling basis.

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Check out our Controller or Virtual CFO value tiers. At this point.we’re handling your accounts payable and receivable, and we’re getting into much more strategic cash flow management and dynamic forecasting. If you’re ready to scale, this kind of dynamic forecasting is a critical component of your future growth.

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When you get to this point,our processes and core business model are no longer a good fit. We typically recommend that you hire a full-time staffed CFO.

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