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Accounting, Bookkeeping, and CFO Services

Monthly Service Pricing

Comprehensive Bookkeeping

Monthly categorization of all income and expenses and reconciliation against bank statements
Processing of payroll
Management of Accounts Payable
Management of Accounts Receivable
Management of Client or Customer Invoicing
Tracking of Expenses to Target Accounts
And more...

Tax Strategy Integration

Your tax advisor's tax efficiency strategies are integrated into our monthly service
Coaching in conjunction with your tax advisor to ensure you have what is required to meet any tax audit
Minimize your tax liability through legal and battle tested strategies
If your tax advisor has questions we will work with them to provide the answers and information they need to prepare your best return

Fractional CFO Services

Review of your company's financial reports on a quarterly basis so that you understand where your business stands versus the industry
Development of custom financial reports so that you better understand the value of your company's investments
Assistance in identifying specific areas of opportunity to increase revenue or decrease expense to improve overall profitability

Monthly Flat Fee Starting At $300/mo To Be Quoted

Monthly Flat Fee To Be Quoted

Montly Falt Fee To Be Quoted

All accounting and bookkeeping services are priced based upon client needs and can be upgraded to include more advanced services without the need to "rebuild" the books.  We build them right at the beginning so that when you are ready for a more personalized service we can accommodate your request without your further investment to rebuild your books with the required granularity to give you the insight you need to scale to another level.

Our quoted pricing is based upon the complexity of the business, the number of accounts, the number of transactions, the granularity of what the business wants to track, and the level of analysis desired.  What sets us apart is not the bookkeeping.  What sets us apart is what we can help you achieve because of it.

Accounting, Bookkeeping, and CFO Services

Our pricing begins at $300 /mo and is designed to grow with and support a business until that business can bring on a full-time team member.

We begin an interview on a video conference so you can decide if we are right for you and so we can decide if we are able to properly serve your needs.

Coaching on tax strategy implementation is always included at no additional cost to you.  We will work with your tax advisor of choise.

Tax Advisory Network

You do not have a tax advisor?  Not a problem.  We work with advisors across the country and some of them are even skilled with international taxation.   Once we understand your needs, we will introduce you to those people we believe can help.  You decide whether to work with them or not.

Our consultations with you and your tax advisor are included in your monthly fee.  It never costs you more for us to be on the call.  Your tax plan will be understood and an implemented as planned.

Copyright © Christopher Smith

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