Ongoing support, contracted for 6-month terms. 10% discount if paid upfront. Prices are per month and dependent upon final scope.
Month-end closing checklist, job costing and general ledger review, preparation of WIP report, completed project review, aged receivables & retention review, financial report preparation, and stakeholders' meeting.
Foundation plus comparison of actuals to estimate on active projects with reports or dashboards updated bi-weekly, accruals reconciliation, custom labor productivity reports, and implementation of purchasing controls.
Profitability plus cash flow forecasting, under/over & profit margin fade analysis, active-project reports or dashboards updated weekly, expense accruals, preparation of preliminary annual budget.
Short-term contract and on-demand Controller expertise.
Analysis of WIP or financial reports, verification of reconciliations or accruals, create processes for month-end close or purchase controls, review software for increased efficiency or alternatives, create templates for project reporting (Excel or Power BI), train existing staff.
Do you have unreconciled bank accounts, an unbalanced Balance Sheet, incorrect Profit & Loss Statement, or missing transactions? Don't have a WIP and need one fast? Accountant breathing down your neck for tax time? Customized service packages starting at $1,500 to get you back on track. Includes training & support for yourself or existing staff. Receive a minimum of one full business day on site.
Pricing subject to scope, condition of existing accounting, abilities of existing staff, and the number and complexity of projects or locations.