We work with all our clients on monthly, fixed fee model. Our fee is determined by the size of your company, complexity of your accounting, the number of monthly accounting transactions and the services we agree on together. We have found this to be fair for all parties and will also allow you to budget properly as opposed to getting “surprise” bills every month.
| Quantify | Bookkeeping | Controller | Lite CFO |
| | | |
| Monthly Fee Starting At | $500 | $1,500 | $3,000 |
| | | |
| 24-Hour Response Policy | ✔ | ✔ | ✔ |
| Liaison to all 3rd Parties | ✔ | ✔ | ✔ |
| AR Management | ✔ | ✔ | ✔ |
| AP Management (Bill.com) | ✔ | ✔ | ✔ |
| Bookkeeping (QBO) | ✔ | ✔ | ✔ |
| Cash Basis P&L & Balance Sheet | ✔ | N/A | N/A |
| Unlimited Questions | ✔ | ✔ | ✔ |
| Monthly Review Meeting | ADD ON | ✔ | ✔ |
| Monthly Accrual Close | | ✔ | ✔ |
| Accrual P&L, BS and CF | | ✔ | ✔ |
| Cash Flow Forecasting | | ✔ | ✔ |
| Customized Reporting | | | ✔ |
| Budget | | | ✔ |
| Job Costing | | | ✔ |
| Financial Dashboard/KPI's | | | ✔ |
| What If Analysis | | | ✔ |
| Benchmarking | | | ✔ |
| Tax Advisory | ADD ON | ADD ON | ADD ON |
| Payroll Processing (Gusto/ADP) | ADD ON | ADD ON | ADD ON |
| Sales Tax (Avalara) | ADD ON | ADD ON | ADD ON |
| Accounting Clean-Up | ADD ON | ADD ON | ADD ON |
Strong financial data delivered to you in a timely manner (aka not waiting 45+ days for your current accounting team to deliver monthly financial reports) will allow you to make better-informed decisions based on financial facts…and not guesses.
The goal for every business we work with is to:
- Enhance the communication between accounting and business management
- Outsource their businesses financial work…so you can focus on more important tasks
- Create accurate and timely financial reports
- Identify the financial leaks within your business and create solutions to patch the holes
- Help you grow the business by delivering advanced financial data
- Ultimately achieve peace of mind knowing the financial side of your business is secure
Additionally, we implement proprietary systems like our Calculated Growth Model™ to give business owners peace of mind knowing the financial side of the business is taken care of accurately, timely, and efficiently.
