• Automated Bookkeeping Services*

  • Semi-Weekly Reconciliation

• Bookkeeping+ **

• Cash management support

• Payroll Services

• Financial Reporting Package with 20-Point Peace of Mind Checklist

  • By the 10th of the following month

• Forecast vs. Actual Variance Analysis

  • Monthly

• Virtual Financial Review Meeting

  • Monthly

• Project Profitability Reporting

• Cost Rate Review/Benchmarking

• Agency Insight Pro (industry benchmarking)

* Includes General management of accounts receivable (client invoices), accounts payable (vendor bills), and employee expense reports.

** Bookkeeping+ goes beyond the basics to ensure your financials are accurate, insightful, and optimized for potential tax savings. We start by reviewing your current bookkeeping processes, then recommend and implement improvements aligned with industry best practices. Our processes are backed by methodologies substantiated by a Big 4 accounting firm, so you can trust that your financials meet the highest standards. Consider it an upgrade for clarity, efficiency, and better decision-making!

• Annual 1099 preparation, filing, and distribution

• Tax Planning Calls

  • Quarterly

• Quarterly Estimated Tax Calculations

• Reasonable Compensation Review

• Corporate Tax Return

• Owner(s) Personal Tax Return

  • All Owners

• Bookkeeping Support

  • Unlimited

• Email Support Response Time

  • Same Day

• White-label service***

• Dedicated CFO Assist Services****

*** We will set up email address under your domain (i.e., accounting@[yourcompany].com)to white-label as your internal accounting/finance department when interacting with your clients and vendors.

**** It’s no secret that business needs don’t always fit neatly into a predefined list of services. With CFO Assist, we’re here to lend our expertise and network for the unique tasks that pop up throughout the year—whether it’s ad hoc reporting/analysis, finding the right business insurance, navigating banking relationships, diving into specific tax questions, exporing an/acquisition/sale, and more. For larger projects (i.e., software implementations), an additional fee may apply.

• QuickBooks Online

• MakersHub (preferred) or BILL

• Custom Financial Dashboard