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Accounting Premium
  • Accounting Premium


    For the small business owner who now has a handle on things, still doing their own books (or has a part-time bookkeeper), but not big enough to justify a part-time CFO. 




    Onboarding review


    Dedicated account manager


    Access to our secure portal


    Annual review of your financial statements


    Limited email support


    Limited access to our ask a Bookkeeper service


    Preparation of year end financial statements


    Provide adjusting entries to bookkeeper


    Review financial statements against goals





    • Your Investment - (all fees are net tax)

      One-time assessment fee $199
      Ongoing Monthly Fees $495


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