Services

Services

Services

Services

Services

BPR SUMMARY SERVICES LIST – HOW we help you make and do MORE in LESS Time!

One-Time Project and Ongoing services pricing based on transactional volume/complexity, subject to change orders for >20% increase in Scope of Work

ACCOUNTING SERVICES

SETUP and HISTORICAL CLEANUPS (QBO only)
Starts at $1,500-$2,000 one-time fee

COMPLIANCE AND START UP
Starts at $300/mth

  • Monthly - Record Keeping and Secure File Management

  • Quarterly - Close, Adjusting Entries, Summary Reporting

ACCOUNTING + ADVISORY SERVICES: GROW YOUR BUSINESS
Starts at $2,500/mth

  • Accounting - Know Your Business PLUS

    • Monthly – Monitoring and Detailed Reporting including A/P and A/R (QBO only), Sanity Checks

    • A/P and A/R - cleanup, best practices workflow design, and support/training for CEO and Team

    • Management Reporting Package: Class Reporting and Key Performance Indicators (KPIs)

    • QBO Backup

  • CEO Advisory: Outsourced CFO and COO consulting and support

    • Quarterly Financial Reviews and Strategic Planning

    • Cash Flow and Multi Year Projections or Budget Creation

    • Scenario analysis

  • Resources – Partners, Biz Boosters, Templates

  • Tax Prep - coordination and handoff to CPA, 1099s included*

ACCOUNTING ADD ONS: A/P and A/R
We take this off your plate

  • Tier 1 - <12 bills or invoices, $150/mth

  • Tier 2 - <30 bills or invoices s, $375/mth

  • Tier 3 - <50 bills or invoices, $700/mth

Includes: Templates (Bill, Invoice, E-Check Authorization, Contractor Agreement, W9, Detailed Aging, collections strategy and surcharge setup)

ADVISORY SERVICES ADD ONS, HUMAN RESOURCES

Tier 1 Compliance

  • Templates to stay compliant, 6mths, $200/mth

Tier 2 Proactive Prevention & Compliance

  • Secure Personnel File Setup, Workflow Design, <10 employees, 6mths min. commitment, $500/mth

Tier 3 Retention & Strategy

  • Includes above, plus: 2hrs/Qtr each COO and HR Consulting, $750/mth


One-time $500 setup and needs assessment mtg fee
Add 25% for every 5 Employees
25% discount on Monthly Payroll service with Tiers 2 and 3

ADVISORY SERVICES ADD ONS, PROJECT MGMT (MONDAY.COM) IMPLEMENTATION

Setup – Setup and Design of up to (3) workspaces and (5) boards, no training, $3,000 flat fee

Setup + Support (Light) of up to (4) workspaces and (5) boards, training, support for 3mths, $5,000 flat fee

Setup + Support (Custom) of up to (5) workspaces and (10) boards, training, support for 5mths, $7,000 flat fee


One-time $550 setup fee: Discovery, Audit, Setup mtg, to be credited against Project Setup
Additional 20% if flat fee paid over a (6)mth period in addition to monthly Accounting Services

ADVISORY SERVICES ADD ONS: PAYROLL Best Practices Setup, Support and Compliance

Payroll Setup
One-time flat fee

  • <2 Employees and <4 Contractors, $500

  • <10 Employees + Contractors, $1,000

  • <20 Employees + Contractors, $2,000

  • Timeline: 1mth-6wks setup + 1st payroll run

Running Payroll Bi-Weekly
Starts at $200/mth

  • Communications and ongoing Compliance

Employee Benefits and Insurances Compliance
Starts at $500/mth

  • Setup $2,500 flat fee

  • Benefits setup – Insurances – Health, Workers Comp, 401k or Roth*

  • Sick leave tracking

  • Workers Comp Audit support and reporting compliance

TAX AND CORPORATE FORMATIONS

Tax Preparation and Filing

  • Fed and State, starts at $750-$1,500+ per entity

  • Sales Tax, $300 + $100 each additional state

Corporate Entity Formations and Due Diligence
Starts at $999, ask for detailed list

BPR Recommended Service Package by Business Stage

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