- Implementation
- Onboarding period
- Email Support
- Virtual Meetings
- On-site Meetings
- Clean Up
- Accounting Services
- Transaction entry
- Accrual Accounting
- Balance Sheet Account Reconciliation
- P&L Review and Classification
- Financial Statements
- Other Finance Services
- Client Invoicing (i.e., Accounts Receivable)
- Collections
- Vendor Bill Pay (i.e., Accounts Payable)
- Payroll
- Employee Expense Reimbursement
- Financial Planning
- Cash Flow Management
- Budgeting
- Forecasting
- Resource Planning
- Insurance Management
- Analysis, Strategic Planning and Capital Markets
- Financial Analysis and Advisory
- Corporate Governance & Compliance
- Pro Forma Statements
- KPI Dashboards
- Board, Shareholder Meetings, Updates
- Incentive Plan Management
- Cap Table Management and Modeling
- 409A Valuations
- Capital Markets
- Tax Preparation
- 1099 Reporting
- Sales Reporting
- Business Tax Returns (Federal and States)
- Other Business Tax Returns
Accounting
- 8 Weeks
- Unlimited
- x2 / month
- As Requested
- Weekly
- Optional
- Optional
Controller
- 8 Weeks
- Unlimited
- x1 / week
- As Requested
- Weekly
- Optional
- Optional
CFO
- 8 Weeks
- Unlimited
- x1 / week
- As Requested
- Weekly
- Optional
- Optional