Service Packages

Virtual CFO Services

Done-for-you accounting reporting and advisory service.Accurate,up to date monthly financial regular meeting to work on your business not in it along with dedicated expert resources to guide you through the complex financial decisions

Monthly Bookkeeping
Monthly Bank Reconcilliation
Process Payroll & Forms
940, 941
Annual Business Tax Return Preparation
Annual Personal Tax Return Preparation
Access to Monthly Financial Reports
Monthly Dashboard-No Need for overly-complex financials
One-on-One Review Call
E-Mail Support
Creats & Manage with Budget / KPis
Maximize the wealth generation of your business; fast track skills from an experienced professional

BUSINESS REPORTING ADVISORY SERVICES

Engage in a strategic approch with your businessthorugh monthly dashboard reports and quarterly reviwe call. Take a delibrate approch to how you run your business to reach your goals.

Monthly Bookkeeping
Monthly Bank Reconcilliation
Process Payroll & Forms
940, 941
Annual Business Tax Return Preparation
Annual Personal Tax Return Preparation
Access to Monthly Financial Reports
Monthly Dashboard-No Need for overly-complex financials
One-on-One Review Call
E-Mail Support
Creats & Manage with Budget / KPis
Maximize the wealth generation of your business; fast track skills from an experienced professional

KICK OFF-PLAN-

Stay on top of your book & records with on line accounting experts

Monthly Bookkeeping
Monthly Bank Reconcilliation
Process Payroll & Forms
940, 941
Annual Business Tax Return Preparation
Annual Personal Tax Return Preparation
Access to Monthly Financial Reports
Monthly Dashboard-No Need for overly-complex financials
One-on-One Review Call
E-Mail Support
Creats & Manage with Budget / KPis
Maximize the wealth generation of your business; fast track skills from an experienced professional

Business Advisory Packages:

Kick-off Plan: The Kick-off Plan is our Standard business advisory package and is suited for businesses who are just starting to dip their toes in the water of needing an accountant. While you may not need complete vCFO services, you still need the assurance that your business is being taken care of. This plan is meant to help you stay on top of your books & records. We provide you with monthly bookkeeping services, access to monthly financial reports, bank reconciliations, and e-mail support from our dedicated team members. You will work closely with an experienced CPA to ensure your accounting needs are taken care of properly.

Business Reporting Advisory Services: The Business Reporting Advisory Services package is meant to help you engage in a strategic approach with your business. You will receive monthly dashboard reports and quarterly review calls to help you stay up to speed with your business. You will learn how to take a deliberate approach on how you run your business to reach your goals. You will receive monthly dashboard reports, monthly bookkeeping, bank reconciliation, monthly financial reports, one-on-one review calls, and e-mail support. You will be getting feedback in a real-time manner, not just at the end of the year when most tax planning opportunities have passed.

Virtual CFO Services Package: Our most popular package is the vCFO package. This package gives you peace of mind when it comes to your business, which makes this the ultimate service package for businesses that need it all. With our vCFO services, you will get full turn-key accounting help with your business; done-for-you accounting, reporting, and advisory services. Along with the monthly bookkeeping services, monthly dashboard, and review calls, you will receive budgets, forecasts, KPIs, and learn skills from experienced financial professionals. This means expenses categorized against projections every month, evaluation of the efficiency of products, and weekly budgets. c

A La Carte Services (Schedule a Consultation for Pricing)

– Historical Clean Up of books
– Entity Selection Consultation
– Accounts Payable/Accounts Receivable Management
– Payroll Processing and Payroll Tax Remittance/Filing
– Not-for-Profit Audits, Reviews, and Compilations
– Ad-hoc Consulting and Reporting projects

At Adam Drust, CPA we focus on helping small and medium businesses and freelancers focus on their business while Reducing Taxes, Saving Time, and Staying Compliant!”