Solutions for Your Financial Future
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Accounting & Bookkeeping
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Tax Planning & Compliance
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Business Formation & Structuring
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CFO & Strategic Services
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Financial Systems & Process Improvement
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Financial Reporting & Technical Accounting
Accounting & Bookkeeping
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Description:
Ongoing bookkeeping support to keep your records accurate, current, and organized each month. This service is designed for business owners who want dependable financial records without having to manage the day-to-day accounting.
Price Range:
$300+ per month
Higher-volume or more complex businesses may range higher
What We Do:
Categorize and record transactions
Maintain the general ledger
Reconcile bank and credit card accounts
Post routine journal entries
Review and organize income and expenses
Maintain supporting accounting records
Prepare monthly financial reports
Flag unusual activity or items needing clarification
Help keep books tax-ready throughout the year
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Description:
Correction and reconstruction of incomplete, inaccurate, or behind bookkeeping records. This service is ideal for businesses that have fallen behind, changed systems, or need reliable books before filing taxes, applying for financing, or making important decisions.
Price Range:
$1,000+ per project
What We Do:
Review the current accounting file for errors and gaps
Reclassify misposted transactions
Reconcile unreconciled bank and credit card activity
Clean up balance sheet accounts
Correct duplicate, missing, or uncategorized entries
Organize prior-period records
Rebuild historical bookkeeping where needed
Prepare cleanup-adjusted financial statements
Deliver books in a more accurate, tax-ready format
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Description:
Reconciliation of cash, credit cards, loans, and other balance sheet accounts to improve accuracy and catch errors before they become larger reporting problems.
Suggested Price Range:
$200+ per month if scoped separately
Often included within monthly bookkeeping engagements
What We Do:
Reconcile bank accounts
Reconcile credit card accounts
Tie loan balances to statements
Review fixed asset and debt balances
Analyze prepaid, accrual, and liability accounts
Identify unreconciled differences
Investigate unusual or aged reconciling items
Keep balance sheet accounts current and supportable
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Description:
Structured close support to help businesses finalize monthly and annual financial records more accurately and efficiently. This is especially useful for growing businesses that need cleaner internal reporting or a more disciplined close process.
Price Range:
$300+ per month
$500+ for more involved year-end close support
What We Do:
Perform month-end close procedures
Post accruals and adjusting entries
Review revenue and expense cutoffs
Finalize reconciliations
Review the general ledger for errors or unusual items
Prepare close-ready financial statements
Assist with year-end book finalization
Coordinate information needed for tax preparation or outside advisors
Improve close checklists and accounting workflow
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Description:
Preparation of internal-use financial statements that help owners and management understand business performance and make better operating decisions.
Price Range:
$250+ per month
Often included in recurring bookkeeping or controller support
What We Do:
Prepare profit and loss statements
Prepare balance sheets
Prepare cash flow summaries
Organize comparative month-over-month or year-over-year reporting
Present clean management-use statements
Format reporting for lenders, owners, or internal review
Help explain major movements in the financials
Provide supporting schedules when needed
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Description:
Ongoing maintenance of the general ledger to keep accounting records organized, consistent, and usable for reporting, tax, and operational purposes.
Price Range:
$100+ per month, if provided on a limited-scope basis
Typically included in monthly bookkeeping services
What We Do:
Maintain chart of accounts structure
Record and review journal entries
Clean up posting errors
Reclassify transactions as needed
Keep account activity organized by category
Review ledger detail for unusual balances
Support consistency in coding and classification
Maintain cleaner records for tax and reporting purposes
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Description:
Support with bill tracking, vendor payment workflow, and payables organization so that obligations are handled timely and accurately.
Price Range:
$100+ per month
Also priced as an add-on service or per-transaction service
What We Do:
Track incoming bills and vendor obligations
Enter and organize payables in the accounting system
Maintain due-date tracking
Prepare payment lists for approval
Record vendor payments
Reconcile vendor balances where needed
Help organize supporting bill documentation
Improve accounts payable workflow and visibility
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Description:
Support with customer invoicing, receivable tracking, and collections visibility to help businesses bill more consistently and get paid faster.
Price Range:
$100+ per month
Can increase with invoice volume and collection complexity
What We Do:
Prepare and send customer invoices
Track outstanding receivables
Record customer payments
Apply payments correctly in the accounting system
Monitor aging reports
Assist with follow-up workflow on overdue balances
Maintain cleaner receivable records
Improve invoicing consistency and reporting
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Description:
Payroll support and coordination to help ensure payroll data is organized, payroll entries are recorded properly, and the business stays aligned with its payroll provider and reporting needs.
Price Range:
Continued maintenance: $100+ per month
Setup: $300+ one-time
Expanded payroll support may be priced separately
What We Do:
Coordinate with payroll providers
Organize payroll information for processing
Record payroll journal entries
Reconcile payroll-related accounts
Review payroll reports for reasonableness
Track payroll liabilities and related balances
Support W-2 and 1099 reporting coordination
Help keep payroll records aligned with the books
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Description:
Financial reporting tailored for owners and leadership teams who want clearer insight into performance, trends, and operating results.
Price Range:
$300+ per month
Higher-end reporting or analysis may move into controller or advisory pricing
Reporting and oversight increases as services move beyond basic bookkeeping into broader outsourced accounting
What We Do:
Prepare monthly reporting packages
Summarize revenue, expenses, and profitability
Provide trend and variance reporting
Highlight notable financial movements
Track key financial metrics
Create custom management-use reports
Organize reports for owners, lenders, or internal leadership
Help translate the numbers into practical business insight
Tax Planning & Compliance
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Description:
Strategic tax planning for business owners who want to reduce tax exposure, improve cash flow, and make informed decisions before year-end.
Price Range:
$300+ per planning engagement
or $200+ per hour
What We Do:
Review current-year financial performance
Estimate taxable income
Identify available deductions and credits
Review entity structure and tax efficiency
Plan owner compensation and distributions
Evaluate timing of income and expenses
Provide year-end tax planning recommendations
Coordinate planning with bookkeeping, payroll, and financial reporting
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Description:
Preparation and filing of federal and state business income tax returns for corporations, S corporations, partnerships, and sole proprietors.
Price Range:
S Corporation: $800+
Partnership: $600+
C Corporation: $1,000+
Schedule C: $400+ when filed with individual return
What We Do:
Prepare federal business tax return
Prepare applicable state tax returns
Review financial statements and trial balance
Identify book-to-tax adjustments
Prepare depreciation schedules
Review owner basis, distributions, and equity activity
Prepare K-1s when applicable
Provide tax payment and filing instructions
Review return with client before filing
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Description:
Forward-looking tax planning for individuals, professionals, investors, and business owners who want to reduce surprises and plan more intentionally.
Price Range:
$200+ per planning session/engagement
What We Do:
Estimate current-year tax liability
Review wages, investments, business income, and deductions
Analyze withholding and estimated payments
Plan for capital gains, rental income, or self-employment income
Review itemized deduction opportunities
Evaluate retirement contribution strategies
Identify tax-saving opportunities before year-end
Provide action items and payment recommendations
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Description:
Preparation and filing of individual federal and state income tax returns, ranging from simple W-2 filings to more complex returns involving investments, rentals, businesses, and multiple states.
Price Range:
Basic Form 1040: $200+
Moderate complexity: $500+
Complex individual return: $800+
Additional state returns: $100+ each
What We Do:
Prepare federal Form 1040
Prepare state income tax returns
Review W-2s, 1099s, K-1s, and investment activity
Prepare Schedule A, C, D, E, or other required schedules
Review rental property activity
Calculate credits and deductions
Review tax payments and refunds due
Provide filing instructions and tax payment guidance
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Description:
Payroll and payroll tax support helps business owners pay employees properly, stay compliant with filing requirements, and avoid costly mistakes related to wages, withholdings, and payroll tax deposits.
Many business owners do not realize how quickly payroll issues can create tax problems, penalties, and reporting errors.
This service is designed to help clients manage payroll more confidently while keeping payroll-related tax obligations organized and on track.
Suggested Price Range:
Payroll coordination & oversight: $100+ per month
Payroll tax support only: $250+ depending on scope
Payroll setup / cleanup projects: $350+ depending on scope
More complex payroll tax issues, corrections, or agency response work may be billed separately or hourly.
What We Do:
Help set up payroll systems and processes
Coordinate with payroll providers
Review employee vs. contractor classification issues
Help ensure payroll tax accounts are properly registered
Review payroll reports for reasonableness and accuracy
Track federal and state payroll tax filing requirements
Assist with payroll tax deposit and filing coordination
Help reconcile payroll-related accounts in the books
Support W-2 and 1099 reporting coordination
Assist with payroll tax notices or compliance questions
Help identify and correct certain payroll setup or reporting issues
Coordinate payroll with owner compensation planning where applicable
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Description:
Guidance on state and local tax matters, including income tax, sales tax, payroll tax, business registrations, and compliance requirements.
Price Range:
$200+ depending on scope
What We Do:
Review state and local tax obligations
Evaluate sales tax registration requirements
Review payroll tax registration needs
Assist with state agency notices
Advise on business expansion into new states
Review local business license or tax requirements
Provide compliance recommendations
Coordinate with tax return preparation where applicable
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Description:
Calculation and planning for quarterly estimated tax payments to help individuals and business owners avoid underpayment penalties and year-end surprises.
Price Range:
$250+
Typically included in higher-level tax planning packages
What We Do:
Estimate annual taxable income
Calculate federal and state estimated payments
Review prior-year safe harbor rules
Analyze withholding and prior payments
Provide quarterly payment vouchers or instructions
Adjust estimates as income changes
Help plan for cash flow around tax deadlines
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Description:
Preparation of amended tax returns to correct previously filed federal or state returns.
Price Range:
$300+ per amended return
What We Do:
Review originally filed return
Identify required corrections
Prepare amended federal and/or state return
Calculate tax due or refund expected
Prepare supporting schedules and explanations
Provide filing instructions
Advise on timing, penalties, and follow-up items
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Description:
Support for individuals and businesses that receive notices from the IRS or state tax agencies.
Price Range:
$300+ depending on complexity
More involved representation may be billed hourly at $200+ per hour
What We Do:
Review IRS or state notice
Explain the issue and deadline
Compare notice to filed return and records
Draft written response
Gather supporting documentation
Communicate with taxing authority when appropriate
Help resolve balance due, penalty, or filing issues
Recommend next steps if the matter escalates
Business Formation & Structuring
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Description:
Choosing the right entity is one of the most important early decisions a business owner makes.
We help clients evaluate the tax, operational, and practical differences between sole proprietorships, LLCs, partnerships, and corporations so they can choose a structure that fits their goals.
Price Range:
200+ per engagement
What We Do:
Discuss the client’s business model and goals
Compare LLC, S corporation, C corporation, partnership, and sole proprietor options
Review tax implications of each structure
Explain administrative and compliance differences
Discuss owner liability and operational considerations
Recommend a structure based on growth plans, compensation needs, and complexity
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Description:
This service covers the actual formation process and the foundational steps needed to get a business established properly.
We provide packages which include consultation, EIN setup, state registration, and S election support where appropriate, though state fees are typically separate.
Price Range:
$500+ per entity
State filing fees billed separately
Pricing packages available for multiple entity formation
What We Do:
Prepare formation checklist and launch timeline
Assist with state entity registration
Coordinate EIN application
Review ownership and tax setup decisions
Help organize foundational business records
Coordinate with attorney if legal documents are needed
Provide startup tax and accounting guidance
Help ensure the business starts in a cleaner, more compliant way
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Description:
For eligible businesses, an S corporation election can create tax advantages, but only if the structure, compensation, and compliance obligations make sense.
The IRS requires Form 2553 for the election, signed by all shareholders.
Price Range:
$500+ per entity
What We Do:
Evaluate whether an S election is appropriate
Compare current tax treatment to potential S corporation treatment
Discuss self-employment tax and owner compensation implications
Prepare or assist with Form 2553
Review election timing
Coordinate election with bookkeeping and payroll setup
Explain ongoing compliance requirements after the election
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Description:
New entities often need more than just formation documents.
We help clients obtain the federal tax ID and complete the core registration steps needed to operate and stay compliant.
Price Range:
$200+
Often included within a broader formation package
What We Do:
Obtain or assist with EIN application
Help determine required agency registrations
Assist with basic federal and state tax account setup
Help identify payroll or sales tax registration needs
Organize confirmation notices and account records
Provide guidance on what registrations are needed and why
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Description:
Ownership structure affects taxes, profit allocation, decision-making, and future flexibility.
This service is for businesses that want to set up ownership thoughtfully from the beginning rather than fixing it later.
Price Range:
$500+
What We Do:
Discuss number and type of owners
Review ownership percentages and contribution structure
Discuss practical tax implications of ownership arrangements
Help identify questions that should be addressed in legal documents
Coordinate tax structure with the intended ownership model
Assist with planning for future owners or investors
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Description:
Owners often need help determining how to pay themselves in a tax-efficient and sustainable way.
This is especially important where S corporation planning, payroll setup, and distributions are involved.
Price Range:
$500+
What We Do:
Review how the owner currently takes money from the business
Evaluate salary versus distributions where applicable
Discuss reasonable compensation considerations
Coordinate compensation planning with entity type
Review payroll implications
Provide recommendations that align tax strategy with cash flow needs
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Description:
Sometimes the original structure no longer fits the business.
As your company grows, adds owners, changes revenue profile, or becomes more sophisticated, restructuring may create better tax treatment or better operational alignment.
Price Range:
$1,000+
What We Do:
Review the current entity and tax setup
Identify problems or inefficiencies in the current structure
Evaluate restructuring options
Assess tax impact of changing entity type or ownership model
Coordinate restructuring plan with bookkeeping and tax compliance
Help prepare the business for the transition process
Coordinate with legal counsel where legal documents are required
Fractional CFO & Strategic Services
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Description:
Budgeting and forecasting helps businesses move from reacting to planning.
This service is designed for owners who want a clearer financial roadmap, stronger visibility into expected results, and better control over spending, hiring, and growth decisions.
Price Range:
$750+ for a standalone budget or forecast project
Included within monthly CFO engagements starting around $2,000+ per month
What We Do:
Build annual budgets
Prepare rolling forecasts
Update projections based on actual performance
Identify revenue and expense assumptions
Model payroll, hiring, and overhead changes
Help management compare actual results to plan
Adjust forecasts as conditions change
Turn financial data into practical planning tools
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Description:
Cash flow planning helps businesses understand when cash is coming in, when it is going out, and where pressure points may develop.
This service is especially valuable for companies experiencing growth, uneven collections, debt obligations, or seasonal swings.
Cash management is a standard element of outsourced CFO offerings.
Price Range:
$500+ as a focused project
Included within ongoing advisory retainers of $2,000+ per month depending on scope
What We Do:
Build short-term and medium-term cash flow forecasts
Monitor expected inflows and outflows
Identify potential cash shortages before they happen
Review receivable and payable timing
Help plan around tax payments, debt service, and major expenses
Support working capital planning
Recommend ways to improve cash visibility and stability
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Description:
KPI and dashboard reporting gives ownership and leadership clearer visibility into the numbers that actually drive the business.
This service turns raw financial data into reporting that is easier to monitor, understand, and act on.
Atlanta and national firms routinely position dynamic dashboards and KPI development as part of outsourced CFO support.
Price Range:
$750+ for dashboard design and initial setup
Ongoing reporting support commonly folded into monthly CFO retainers
What We Do:
Identify the most useful KPIs for the business
Design management dashboards
Build monthly reporting packages
Track trends in revenue, margin, overhead, and cash flow
Highlight operational and financial performance drivers
Customize reports for owners, executives, or department leaders
Improve visibility into business performance
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Description:
Profitability and margin analysis helps business owners understand what is truly generating profit and where earnings may be leaking.
This service is useful for businesses that want better insight into product lines, service offerings, customer groups, or departments.
Profitability analysis is a common part of growth-stage CFO work because outsourced CFO services are typically framed around using numbers to actively navigate the business rather than just record results.
Price Range:
$500+ depending on complexity and reporting depth
What We Do:
Analyze gross profit and operating margins
Review profitability by service, product, customer, or location
Identify higher-margin and lower-margin activity
Evaluate direct and indirect cost trends
Highlight areas where profitability is being diluted
Support decision-making around resource allocation and focus
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Description:
Strategic planning support gives leadership a financial lens for major business decisions.
This service is designed for owners who need help turning goals into a financial plan and making sure strategy is supported by realistic numbers and operating capacity.
Aligning finance with strategy and supporting growth-focused decisions.
Price Range:
$1,000+ for strategy-focused projects
or included in ongoing CFO retainers
What We Do:
Translate growth goals into financial plans
Evaluate the financial feasibility of strategic initiatives
Support annual and multi-year planning
Help prioritize initiatives based on financial impact
Provide leadership with financial perspective on key decisions
Align planning with reporting, budget, and cash flow realities
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Description:
This service helps businesses prepare clearer, more decision-ready reporting for outside stakeholders.
Commonly include board communications, board reporting, lender reporting, and investor-ready financial visibility within our core service offering.
Price Range:
$1,000+ for initial reporting package development
Recurring support often included in monthly advisory retainers
What We Do:
Prepare board or lender reporting packages
Organize financials for external stakeholders
Summarize business performance in a clearer format
Build reporting around KPIs, cash flow, and forecast data
Support presentation-ready reporting for meetings
Help leadership communicate results more effectively
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Description:
This service provides ongoing financial insight for important business decisions.
Meant for owners and leadership teams who want an experienced advisor involved in the decisions that shape profitability, cash flow, risk, and growth.
Senior-level guidance without the cost of a full-time executive.
Price Range:
$2,000+ per month for ongoing fractional CFO support
Higher-complexity engagements typically exceed that range
Hourly work commonly falls around $200+ per hour when priced outside a monthly retainer
What We Do:
Serve as an on-call financial thought partner
Support ownership and leadership with major decisions
Provide financial analysis behind operational choices
Help interpret results and emerging trends
Offer ongoing guidance between formal reporting cycles
Bring structure and financial discipline to decision-making
Systems, Processes & Controls
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Description:
This service helps businesses establish or improve their accounting system so that it supports accurate bookkeeping, cleaner reporting, and more efficient workflows.
It is ideal for new businesses, growing companies outgrowing a basic setup, or businesses that feel like their current accounting file is disorganized or underperforming.
Price Range:
$750+ for most small-business setups or optimization projects
More complex setups may be billed hourly at $200+ per hour
What We Do:
Review the client’s current accounting system and workflow
Set up or restructure the chart of accounts
Connect bank and credit card feeds
Clean up system settings and account mapping
Improve account organization for reporting and tax use
Align the accounting file with how the business actually operates
Help create a cleaner foundation for monthly bookkeeping and reporting
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Description:
QuickBooks support is designed for businesses that need help setting up, cleaning up, troubleshooting, or improving the way they use QuickBooks.
This can include both one-time projects and ongoing support.
Price Range:
$300+ for limited support projects
$500+ for setup
$1,000+ for cleanup
$200+ per hour for more customized support
What We Do:
Set up QuickBooks Online or improve an existing file
Clean up coding errors and historical issues
Connect bank feeds and key apps
Build or revise the chart of accounts
Review reconciliations and balances
Improve use of classes, locations, products, or custom fields
Help create a QuickBooks file that is more accurate and easier to maintain
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Description:
ERP selection guidance helps businesses evaluate whether they have outgrown their current accounting software and, if so, what type of system may be a better fit.
This is particularly useful for companies with growing complexity, multiple entities, more robust reporting needs, or operational requirements that basic systems no longer handle well.
Price Range:
$1,000+
What We Do:
Assess the limits of the current accounting platform
Identify business requirements for a future-state system
Help evaluate ERP options against business needs
Review reporting, integration, and scalability requirements
Help narrow down platforms based on complexity and growth plans
Provide a practical recommendation rather than a software-only pitch
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Description:
This service supports businesses that are moving from one accounting system or ERP to another and want finance-led guidance through the conversion process.
Our role is not necessarily to replace the implementation partner, but to help protect the accounting, reporting, and operational side of the project.
This pricing is intentionally framed as your advisory scope, not the client’s total ERP project budget.
Current research shows full ERP implementations can range from $25,000 to $5 million+
Emphasis placed on successful implementations usually require attention to data conversion, migration, testing, internal controls, change management, and training.
Price Range:
$5,000 – $25,000+ for your firm’s advisory / finance-support role on a small-to-mid-sized implementation
Larger or more involved projects may be quoted separately.
What We Do:
Help define finance and reporting requirements
Assist with chart of accounts design and mapping
Support data conversion and migration review
Help validate opening balances and imported data
Review internal control implications of the new system
Assist with user acceptance testing
Support cutover planning and finance-side go-live readiness
Help leadership stay focused on reporting quality and practical adoption
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Description:
Workflow and process improvement focuses on making the finance function more efficient, more reliable, and easier to manage.
This is ideal for businesses that feel too much time is being spent on manual work, inconsistent processes, or avoidable rework.
Current firm guidance in this space consistently ties technology and process work to efficiency, reduced manual effort, and stronger access to real-time information.
Price Range:
$1,000+
What We Do:
Review current accounting workflows
Identify bottlenecks, duplication, and manual pain points
Improve month-end close and reporting flow
Streamline AP, AR, and approval processes
Align processes with system capabilities
Recommend practical changes that reduce friction and improve consistency
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Description:
This service helps businesses identify repetitive financial tasks that can be automated to save time, reduce manual errors, and improve consistency.
It is especially useful for teams spending too much time on data entry, approvals, reporting, or repetitive reconciliations.
Price Range:
$1,000+ for assessment and design
Implementation support may be quoted separately or billed hourly
What We Do:
Assess repetitive finance and accounting tasks
Identify processes suitable for automation
Recommend practical automation opportunities
Evaluate workflow tools and integration options
Help prioritize changes based on ROI and effort
Support implementation planning and finance-team adoption
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Description:
Reporting design helps businesses move beyond generic financial statements and build reports that are actually useful for ownership, management, lenders, and other stakeholders.
This service focuses on making financial information easier to interpret and more actionable.
Real-time data analytics dashboards and improved business intelligence.
Price Range:
$500+
What We Do:
Design management reporting packages
Build cleaner P&L, balance sheet, and cash flow views
Develop KPI and dashboard-style reporting
Organize reports for owners, lenders, or investors
Improve visibility into business performance
Align reports with leadership’s decision-making needs
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Description:
Documented finance processes help businesses improve consistency, train staff more effectively, reduce dependency on one person, and create a stronger operational foundation as they grow.
We stress the importance of clearly documented roles, permissions, process steps, testing, and control design during system and workflow transitions.
Price Range:
$500+
What We Do:
Document accounting and close procedures
Create workflow maps for key finance activities
Outline roles and responsibilities
Standardize repeatable accounting tasks
Build process checklists and control points
Help create more consistent execution across the finance function
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Description:
Internal controls improvement helps businesses strengthen the processes that support accurate reporting, reduce risk, and improve operational discipline.
This service is valuable for companies experiencing growth, delegation challenges, system changes, or audit pressure.
Price Range:
$1,000+
What We Do:
Review current finance and accounting controls
Identify gaps, inefficiencies, or weak points
Recommend stronger approval, reconciliation, and review processes
Improve segregation of duties where practical
Align controls with current systems and workflows
Help reduce reporting risk and process breakdowns
Support remediation planning and implementation priorities
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Description:
This is broader strategic support for businesses that need an experienced advisor to help them think through accounting systems, integrations, reporting tools, technology upgrades, and operational finance infrastructure.
This kind of advisory is increasingly common, which we now position technology consulting around ERP modernization, automation, reporting visibility, governance, and finance transformation rather than just software selection alone.
Price Range:
$1,000+ for project-based advisory
$200+ per hour for specialized consulting
What We Do:
Advise on accounting and finance technology choices
Help evaluate integrations and system fit
Support finance-led digital improvement initiatives
Recommend tools to improve reporting and efficiency
Help align technology decisions with business growth and finance needs
Provide ongoing advisory as systems and processes evolve
Reporting & Technical Accounting
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Description:
Preparation of clear, organized financial statements for internal management, lenders, investors, or other stakeholders.
This can include monthly, quarterly, or annual reporting, depending on the client’s needs.
Price Range:
$500+ per reporting package
$200+ per hour for more customized reporting support
What We Do:
Prepare profit and loss statements, balance sheets, and cash flow summaries
Organize supporting schedules
Format reporting for management, lenders, or investors
Present comparative or trend-based financial information
Help ensure statements are clearer, cleaner, and easier to use
Coordinate reporting with bookkeeping and close procedures
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Description:
Support for businesses that need financial reporting aligned with GAAP, whether for outside stakeholders, lender expectations, ownership reporting, or improved internal discipline.
Regularly included as part of broader accounting advisory and financial reporting support.
Price Range:
$1,000+ depending on complexity
$200+ per hour for ongoing support
What We Do:
Review existing reporting practices against GAAP expectations
Help identify reporting gaps or inconsistencies
Support classification, presentation, and disclosure decisions
Assist with account analysis and supporting schedules
Help management prepare more reliable GAAP-based financial information
Coordinate technical issues with year-end reporting needs
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Description:
Research and analysis of accounting issues that are too complex for standard bookkeeping or routine tax work.
This is often needed when businesses face new accounting standards, unusual transactions, or reporting questions that require documented technical support.
Researching, analyzing, documenting, and implementing accounting for complex issues and transactions.
Price Range:
$500+ per issue
$200+ per hour depending on depth and documentation required
What We Do:
Research applicable accounting guidance
Analyze facts and reporting implications
Prepare practical conclusions and recommendations
Document accounting treatment for management use
Support communication with auditors or outside stakeholders
Help implement the recommended treatment in the financials
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Description:
Development or refinement of accounting policies to improve consistency, reporting quality, and decision-making.
This is especially useful for growing businesses that need clearer documentation around how accounting judgments are made and applied.
Routinely tied to implementation of new accounting standards and stronger reporting discipline.
Price Range:
$500+
What We Do:
Review existing accounting policies and practices
Draft or refine accounting policy language
Align policy treatment with the company’s reporting needs
Help standardize treatment across recurring transactions
Improve documentation around judgments and estimates
Support management in applying policies consistently
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Description:
Guidance on how revenue should be recognized under ASC 606, including contract review, timing questions, performance obligations, and documentation support.
Revenue recognition is one of the most consistently listed technical-accounting service areas.
Price Range:
$500+ depending on contract complexity and volume
$200+ per hour for ongoing support
What We Do:
Review customer contracts and revenue streams
Identify performance obligations
Evaluate timing of revenue recognition
Analyze contract modifications and nonstandard terms
Help document the company’s revenue-recognition approach
Support reporting and audit discussions around revenue treatment
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Description:
Support with lease accounting under ASC 842, including identifying leases, calculating balances, and improving documentation.
ASC 842 remains in effect for private companies and other covered entities.
Price Range:
$500+ depending on lease volume and complexity
What We Do:
Identify in-scope lease arrangements
Help classify lease types and gather key terms
Assist with lease accounting calculations
Support initial ASC 842 adoption or cleanup
Prepare lease schedules and documentation
Help align lease accounting with year-end reporting and audit needs
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Description:
Preparation support for businesses heading into an audit, review, lender reporting process, investor diligence, or other higher-scrutiny reporting environment.
Price Range:
$1,000+ depending on readiness level, reporting quality, and deadline pressure
What We Do:
Review current reporting and close readiness
Help organize audit support schedules and documentation
Identify likely problem areas before the audit begins
Assist with reconciliations and supporting workpapers
Help management prepare for auditor requests and questions
Improve documentation around key estimates, policies, and transactions
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Description:
Improvement of the reporting close process so financial information is produced more accurately, more consistently, and with less last-minute scrambling.
Reviewing, reconciling, and finalizing monthly financial activity, and firms supporting audit readiness commonly emphasize stronger close procedures as part of reliable reporting.
Price Range:
$500+ for process enhancement
$500+ per month for ongoing support
What We Do:
Review current close process and reporting timelines
Improve reconciliations and adjusting-entry workflow
Clean up reporting packages and support schedules
Help standardize review procedures
Strengthen cutoff, accrual, and reporting consistency
Make the monthly and year-end close more reliable and repeatable
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Description:
Customized reporting packages built for ownership and leadership rather than just for compliance.
For clients who want more useful reporting, stronger visibility into performance, and better financial communication.
Suggested Price Range:
$500+ per month depending on customization and frequency
What We Do:
Build monthly or quarterly management reporting packages
Present financial performance in a cleaner, more decision-useful format
Organize key trends, comparisons, and supporting schedules
Tailor reports for owners, executives, lenders, or boards
Highlight major movements and items needing attention
Improve consistency in how results are communicated