Affordable CFO + Assigned Accountant Outsourcing Plans

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(Yearly Fee)

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As a small business or non-profit organization, you need to make sure that you hire an accountant who can handle all areas of your accounting and bookkeeping workloads. You need a Full-Charged Accountant who has the experience to handle all your books daily under the supervision of your assigned CFO.

What is included:

  • Initial Company Books Set-up or Conversion by our CFO*
  • Assigned Accountant to handle company daily workloads (A/P, A/R, Bankrec etc.)
  • CFO Support to Owner and Supervision of Assigned Accountant
  • Prepare Accounting Controls and Procedures Manual
  • Yearly Budget Setup, Financial Review and Compilation by CFO
  • SmartVault Document Management Software to attach documents to QuickBooks
  • Corporate Tax Returns Preparation for your organization
  • Individual Tax Returns Preparation for one Owner
  • 24/7 online access to Company Books and Clients Portal
  • Accounting and Data Center Support during business hours

*  Additional implementation fee applies if we need to set-up your books or no back-up of current-company-data is available.


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