Packages
FEATURES
BRONZE
Perfect for those just starting up
SILVER
For businesses who are serious about the next stage of their growth
GOLD
Virtual CFO support focused on the business behind your numbers
PROFESSIONAL ACCOUNTING SERVICES
COMPLETE TAX COMPLIANCE
BOOKKEEPING
FINANCIAL HEALTH CHECK-UP REPORTS
ANNUAL
QUARTERLY
MONTHLY
BUDGET SETUP + ANALYSIS
QUARTERLY
APP TRAINING + SETUP
CASH FLOW PROJECTIONS REVIEW
QUARTERLY
COACHING SESSIONS
MONTHLY
APPS
XERO
HUBDOC
*FLOAT / FATHOM / SYFT
PROFESSIONAL SUPPORT
MONTHLY CPA CONSULTING
UNLIMITED
UNLIMITED
PRIORITY SUPPORT
RETHINK PACKAGES
Tailored packages built to match your business needs
BRONZE
Perfect for those just starting up
FEATURES
PROFESSIONAL ACCOUNTING SERVICES
COMPLETE TAX COMPLIANCE
BOOKKEEPING
FINANCIAL HEALTH CHECK-UP REPORTS
ANNUAL
BUDGET SETUP + ANALYSIS
ANNUAL
APP TRAINING + SETUP
COACHING SESSIONS
CASH FLOW PROJECTIONS REVIEW
APPS
XERO
HUBDOC
*FLOAT / FATHOM / SYFT
PROFESSIONAL SUPPORT
MONTHLY CPA CONSULTING
PRIORITY SUPPORT
SILVER​
For businesses who are serious about the next stage of their growth
FEATURES
PROFESSIONAL ACCOUNTING SERVICES
COMPLETE TAX COMPLIANCE
BOOKKEEPING
FINANCIAL HEALTH CHECK-UP REPORTS
QUARTERLY
BUDGET SETUP + ANALYSIS
QUARTERLY
APP TRAINING + SETUP
COACHING SESSIONS
CASH FLOW PROJECTIONS REVIEW
APPS
XERO
HUBDOC
*FLOAT / FATHOM / SYFT
PROFESSIONAL SUPPORT
MONTHLY CPA CONSULTING
UNLIMITED
PRIORITY SUPPORT
GOLD
Virtual CFO support focused on the business behind your numbers
FEATURES
PROFESSIONAL ACCOUNTING SERVICES
COMPLETE TAX COMPLIANCE
BOOKKEEPING
FINANCIAL HEALTH CHECK-UP REPORTS
MONTHLY
BUDGET SETUP + ANALYSIS
QUARTERLY
APP TRAINING + SETUP
COACHING SESSIONS
QUARTERLY
CASH FLOW PROJECTIONS REVIEW
MONTHLY
APPS
XERO
HUBDOC
*FLOAT / FATHOM / SYFT
PROFESSIONAL SUPPORT
MONTHLY CPA CONSULTING
UNLIMITED
PRIORITY SUPPORT