Levels of Service
Outsourced Accounting Levels of Service
Whether you need basic accounting and bookkeeping services or more intensive financial analysis and reporting, we have the personnel and expertise to create a tailored solution that fits your budget. Let us work with your organization to identify the level of need that is right for your business. Each level builds upon preceding level of service.
- Basic - General Accounting and Bookkeeping
- Basic Plus - Supervision of Employees and Accounting Output
- Premier - Create Insights
- All Access - Implement Action Plans for Improvements, CFO management advisory services
| Basic | Basic Plus | Premier | All Access | |
|---|---|---|---|---|
| Develop Chart of Accounts | X | X | X | X |
| Post accurate general ledger entries | X | X | X | X |
| Write checks, create invoices as needed | X | X | X | X |
| Month-end close of internal financial statements | X | X | X | X |
| Process payroll | X | X | X | X |
| File payroll tax returns and 1099-misc | X | X | X | X |
| Accounts receivable and accounts payable | X | X | X | X |
| File and record management | X | X | X | X |
| Cash management | X | X | X | X |
| Accounting supervision of client work (or full outsourcing) | X | X | X | |
| Develop and supervise GAAP financial statements | X | X | X | |
| Develop and supervise management reports | X | X | X | |
| Produce tax reports | X | X | X | |
| Develop budgets and compare to actual | X | X | ||
| Develop KPI's and analyze performance | X | X | ||
| Define Peer Group and perform benchmarking analysis | X | X | ||
| Analyze trends, current performance, and expectations, and report strengths, weaknesses, opportunities, and threats | X | |||
| Develop individualized Business Scorecards to track progress | X | |||
| Conduct periodic meetings with management for accountability sessions | X | |||
| Assist in developing growth goals assessment | X |
