Executive-Level Outsourced Accounting Services for Growing Enterprises

As your business expands, so does the complexity of managing your finances. The Comprehensive Package delivers outsourced accounting services designed for established businesses needing advanced financial insight, strategic tax planning, and cash flow management. 

With CFO-level expertise, we offer the tools and support you need to make smarter financial decisions, helping you scale efficiently and sustainably.

What’s Included?

  • All of our basic services including transaction tracking, monthly financial statements, reconciliations, and annual support items (1099s, working directly with your tax preparer).

    In addition, we will manage payroll, accounts receivable (invoicing), accounts payable (bill pay), and any customized reporting your business needs.

  • We handle payroll for your team, including tax withholdings and timely payments, so you can focus on your core business operations.

  • From accurate invoicing to timely follow-ups on overdue payments, we handle the details so you can focus on growth. Gain clear insights with aging reports, seamless software integration, and a dedicated team managing your receivables professionally.

  • We’ll simplify your accounts payable process, ensuring bills are paid accurately and on time. From tracking vendor invoices to managing approvals and scheduling payments, we handle it all with precision.

    With clear reporting, seamless software integration, and a focus on maintaining strong vendor relationships, we help your business stay organized and stress-free.

  • Our expert team prepares accurate and detailed financial records to ensure a smooth filing process. We work closely with your preferred tax professional, providing all necessary documentation and liaising to address any questions or concerns.

    With personalized support and proactive strategies, we help you minimize tax liability while keeping the process hassle-free.

  • We create customized financial reports tailored to your business's unique goals and challenges. Whether it’s tracking key performance indicators, cash flow trends, or profitability by project, our reports provide clarity to help you make informed decisions.

    Delivered in an easy-to-understand format, our tailored reporting empowers you to focus on what matters most—growing your business with confidence.

Why Choose the growth package?

Comprehensive Support: Get full financial management for your growing business with bookkeeping, payroll, and tax prep all in one package.

Save Time & Reduce Stress: We take care of your day-to-day accounting needs, freeing up your time to focus on strategy and growth.

Custom Insights: Receive personalized financial reports tailored to your business goals and challenges, helping you make data-driven decisions.

Tax-Ready: With expert preparation and guidance, you’ll be ready for tax season without the stress or last-minute scramble.

Who is it for?

The growth Package is perfect for:

Growing businesses needing advanced outsourced accounting services to manage increasing financial complexities.

Companies looking for payroll processing and accounts management without the need to hire an in-house accountant.

Entrepreneurs seeking expert tax preparation and compliance support.

Growth Package

Growth Package

Onboarding

We begin with reviewing your current accounting system, or creating one if you don’t already have one. From there, we will complete 2 - 3 onboarding calls to completely set up your accounting system (connecting accounts, payroll software, reporting software, etc.) and understand the flow of your business.

CLEAN UP & AUTOMATION

Clean up efforts will take place immediately following your onboarding call. We will simplify your chart of accounts to make the most sense to your business.

We utilize your accounting system to automate your accounting function. Utilizing notes from our onboarding, we will design bank rules to keep the books as up-to-date as possible. We will monitor these automations on a weekly basis to ensure proper working order.

ONGOING Support

On a monthly basis, we will provide pertinent reports to you and your team and track important metrics month-to-month. You’ll receive an explanatory video with your financials and an optional review meeting.

Pricing

Starting at $599 per month, the Growth Package gives you advanced accounting support at an affordable rate, helping your business scale smoothly.

Ready for seamless financial management?

Let us handle your bookkeeping, payroll, and taxes so you can focus on growing your business.

 FAQs

  • The Growth Package includes advanced outsourced accounting services like payroll, accounts payable/receivable management, tax preparation support, and custom reports, on top of basic bookkeeping.

  • Yes, we manage payroll for both employees and independent contractors, ensuring compliance and timely payments.

  • We ensure your financial records are well-organized and tax-compliant year-round, so you’re always prepared to file without stress.