Custom Packages Are Available.
Below are curated packages with you in mind, coupled with value and synergy.
  • Three-Hour Monthly Strategy Sessions (preparation/collaboration)
  • Semi-Annual Budgeting & Financial Planning
  • Unlimited Phone & Email Support
  • Monthly Bank Reconciliations
  • Monthly Financial Statements
  • Encrypted Client Portal w/ Unlimited Storage
  • Bookkeeping Management
  • Outsourced Payroll Management
  • Sales Tax Management
  • Forms 1099 – MISC, W-2, Quarterly 941, etc.
  • Federal Tax Returns
  • Four Hours Research and Other Services:


Other services include:  financial reporting, funding

assistance, budget analysis and planning, cash

management, fundraising planning and support,

strategic planning, board reporting and representation,

forecasting, scenario analysis, tax advisory services, variance

analysis, business plan consulting, capital planning,

corporate governance documents, business process

improvement, internal controls assessment, IT assessment,

financial benchmarking, financial analysis








Controllership Package

SKU: 364115376135191
$2,825.00 Regular Price
$2,683.75Sale Price
Price Options
One-time purchase
Subscribe & Save 5%
$2,549.56monthly/ auto-renew
  • This package is ideal for the medium size business looking to outsource the accounting function with a bend towards strategic planning for the future.  ($33,000 if paid in full - a $900 discount)