With our help you will
make
financial decisions
Chime Services
We have five plans to review below, see which suits you best!
Month End Accounting
We’ll come in at the end of the month to create financials for your business and create meaning behind your numbers. This will save you time each month, and help you make informed decisions for the future.
Recording bank & credit card activity
Monthly account reconciliations
Monthly financial reporting
Starting at $250/month for sole proprietors
Starting at $500/month for entities with employees
Best for:
Small businesses &
sole proprietors
Day-to-Day Accounting
Get weekly or bi-weekly support with your accounts payable and accounts receivable processes. We’ll even provide you with live-time financial figures so you can make empowered financial decisions for your business.
Accounts payable management & bill pay
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Accounts receivable oversight & recording deposits
Recording bank & credit card activity
Monthly account reconciliations
Monthly financial reporting
Weekly or bi-weekly email update with key financial information (customized to fit your needs)
Starting at $1,750/month
Best for:
Businesses that invoice their clients and receive bills from various vendors
CFO Support
Are you ready to make big business decisions? With this option, we’ll supplement your basic accounting process with cash flow management, budgeting, forecasting, and basic strategic planning.
Consolidated financial reporting for multi-entity
Cash flow forecasting (can be weekly or bi-weekly with day-to-day accounting)
Budget preparation and budget vs. actual monthly reporting
Basic strategic planning & forecasting
Financial KPI Monitoring & Reporting
Project Tracking & Reporting
Investor/Board Reporting Packages
Custom pricing
Best for:
Million dollar businesses that want to make more informed decisions
One Time Projects
Some accountants aren’t down for a cleanup project…not us! We love the satisfaction of a one-time project. We’re here to get your books in order, set up new processes, or transform your accounting system. We’ll roll up our sleeves to tackle those dirty jobs for you including
Catchup or cleanup accounting services to get your books up to date
Setup of accounting policies and procedures
Implementation of a new accounting system
Audit support
Support in getting SBA loan or other financing
Custom pricing
Best for:
Businesses that don’t know where to start but are ready for a clean slate
Two Hour "Audit"
Are you a business owner managing your own books or seeking a comprehensive review of your bookkeeper's work? Our Two-Hour Audit Service is designed with you in mind.
30-minute introductory call
Comprehensive QuickBooks review
Assessment report
Client review
30-minute follow-up call
One time fee of $400
Best for:
Businesses that want a quick look into the current state of their financials
Frequently Asked Questions
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How does pricing work?All recurring services have set monthly prices for the year. Project-based services will be charged per project which is determined at the beginning of the engagement. You won’t be charged surprise hourly fees because guess what, we don’t track our hours like typical firms!
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What are the payment terms?Recurring services are set up as auto ACH for the 1st of the month at the beginning of your engagement. Project-based services require a deposit and will be billed in milestones or upon completion.
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When will my account be worked on?At the beginning of your engagement, a set schedule will be set up for weekly or biweekly services so you know when to provide and receive communication. Monthly accounts will be worked on in the weeks following the end of the month.
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Do you prepare tax returns?We do not prepare tax returns, however, we will manage the tax return process for you and either use a partner firm to prepare your returns or work with your existing tax accountant to make the process as seamless as possible.
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Do you run payroll?We do not run payroll however, we have multiple payroll/HR support contacts that can run payroll for you or we can help you set it up to run yourself.
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What accounting software do you use?We use Quickbooks Online for all clients. We can migrate your system over or do a fresh setup for you. We can also access other CRM/project management-based software that integrates with QBO.
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What geographical locations do you service?While we are based on the East Coast, we will service businesses anywhere in the United States!
Below are some of our most frequently asked questions. Do you still have a question? Reach out and ask!