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Service Packages

(Monthly)

Silver

Starting at $375

Account Limit: 2 bank and/or credit card accounts

Monthly transaction recording and categorization

Monthly account reconciliation

Monthly close of company books

Monthly expenses <$10,000

Annual preparation of management use financial statements

Gold

Starting at $500

Everything in Silver package, plus

Account Limit: 3 bank and/or credit card accounts

Monthly expenses $10,000>

Management Meetings

Quarterly financial statement analysis

Quarterly Tax Planning and Projections Report

Bill Pay- Up to 10

Budget Planning

Platinum

Starting at $825

Everything in Gold package, plus Platinum Bonuses below

Account Limit: 4 bank and/or credit card accounts

Monthly expenses $40,000>

Monthly close of company books

Monthly financial statement analysis

Cash Management

Tax planning

Additional
Services

Price Varies

Accounts Payable (Pay bills)/Accounts Payable (Pay bills)

Clean-up books/chart of accounts

Business Planning & Development (business start-up, business structures, job costing, hiring, etc.)

Tax preparation

Non-Profit Accounting (reimbursements, budgets, audit assistance, etc.)

Sales tax reporting

CFO & Controller Services

Full/partial service payroll processing

Accounting System set-up

Other services: Trusts, Benefits, Retirement Planning, Banking, Financial Advisement, Real Estate, and Grant Writing.

Not seeing a particular service, or have questions? Contact Us Today for a custom quote

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Raleigh Location

1002 Vandora Springs Road Garner, NC, USA

Charlotte Location
525 North Tryon Street

Charlotte, NC 28202

Winston Salem Location
615 St. George Square Court
 
Winston-Salem, NC 27103

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PAK

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