Concierge Financial Services
What’s included
Everything in Core Bookkeeping and Full Service Bookkeeping, PLUS:
Daily Attention
Dedicated team available 5 days a week by phone, Slack, email and text to respond to questions and requests as they arise. Daily monitoring of dedicated company finance email and Slack channel.
Financial Analysis
Analysis of financial statements and advising on important business decisions such as expanding and hiring.
Quarterly Tax Planning
Strategic income tax planning to maximize tax savings, minimize interest & penalties, and avoid nasty surprises at tax time.
Elegant Custom Reports
Sophisticated custom visual reports with charts and graphs, such as budgets-to-actuals, cash flow forecasts, scenario projections, multi-entity financials, employee performance, customer profitability, etc.
Project Cost Tracking
Meticulous tracking of income and expenses by project or location, including payroll/labor costs.
Specialized Account Administration
Escrow accounts and trust accounts managed for compliance and accuracy.
Custom Services
Profit sharing plans, inventory tracking, complex advance agreements, e-commerce solutions—whatever you need, we have you covered. Services are tailored to the unique needs of your business.
Expense Reporting
Streamlined employee expense reporting system ensures efficient oversight and approvals and capture of all billable expenses.
Concierge Services Pricing
Explore all plans and servicesStart-Up
Starting at $3000/mo*
Established
Starting at $6000/mo*
Empire
Starting at $9000/mo*
Concierge Bookkeeping space is limited. Please contact us for a custom quote based on your company's unique needs.