Outsourced
Accounting & CFO

Your accounting system should provide visibility over the inputs and outputs that are driving your success. We analyze your business model and learn about your operations in order to customize a state-of-the art accounting workflow to provide reliable reporting, streamline financial operations, ensure accuracy, and improve productivity. These workflows are designed to allow for scaling and growth without additional capital and internal resources. 

This lays the foundation for our outsourced accounting engagements, which allows us to produce accurate and timely monthly financial statements and other management reports for benchmarking and tax planning. Our outsourced accounting service is designed to replicate an in-house accounting department to provide visibility and valuable metrics. After ensuring that financial reporting is accurate, the CFO service is designed to leverage this information for strategic decision making at the executive level.

Compilations

If you have an in-house accountant or bookkeeper, and need financial statements prepared by an outside CPA for stakeholder presentation, a compilation may be for you. Through this process, we convert data provided by your accountant or bookkeeper to create financial statements with a write-up and signature from our Principal CPA team. A compilation does not constitute an audit or review, but is a less costly alternative to presenting financial statements to external stakeholders, such as banks or potential investors.

Monthly Plans

Essentials - Accountant
Thrive - Accounting Team
Thrive & Scale - CFO + Accounting Team
Frequency & Features
Custom plans starting at $500/month

Vision: Understand the overall health and performance of your organization. Our goal is to provide visibility through accurate, reliable, and timely accrual basis financial reporting.

Custom plans starting at $1500/month

Vision: Lead your growth by taking your financial reporting to the next level. We'll form and manage a full-service accounting department to provide the financial reporting and back-office support your organization needs to thrive. Your books will be proactively ready for investors, audits, and tax compliance.

Custom plans starting at $4000/month

Vision: Next level financial reporting plus high-level executive support. This plan offers a designated acting CFO to manage your finance function in addition to our accounting team. You must be a Thrive client for three months before qualifying for this plan.

Setup and Onboarding
Quickbooks Online
Tax account registration and review
Payroll setup and review
Industry specific chart of accounts implementation
Year-to-date accounting, clean-up, and reconciliation
Kick-off meeting
Automation and streamlining software implementation (Expensify, Bill.com, etc.)
Draft financial policies, procedures, and workflows
Daily/Weekly/Biweekly
Accrual basis accounting and reconciliation
Payroll processing and management
Tax notice management
On demand support and meetings
Receipt and invoice coding
Document organization and administration
Accounting@ inbox management
Accounts Receivable
Accounts Payable
Industry specific performance reporting
Advisory
Forecasting & Financial Modeling
Budgeting
Monthly
Profit & Loss report
Balance Sheet
Statement of Cash Flows
Bank reconciliation
Credit card reconciliation
Sales tax preparation and filing
Payroll tax compliance
Annual
1099 preparation and filing
Tax advisory & compliance
Essentials - Accountant
Custom plans starting at $500/month

Vision: Understand the overall health and performance of your organization. Our goal is to provide visibility through accurate, reliable, and timely accrual basis financial reporting.

Setup and Onboarding

Quickbooks Online

Tax account registration and review

Payroll setup and review

Industry specific chart of accounts implementation

Year-to-date accounting, clean-up, and reconciliation

Kick-off meeting

Daily/Weekly/Biweekly

Accrual basis accounting and reconciliation

Payroll processing and management

Tax notice management

On demand support and meetings

Monthly

Profit & Loss report

Balance Sheet

Statement of Cash Flows

Bank reconciliation

Credit card reconciliation

Sales tax preparation and filing

Payroll tax compliance

Annual

1099 preparation and filing

Thrive - Accounting Team
Custom plans starting at $1500/month

Vision: Lead your growth by taking your financial reporting to the next level. We'll form and manage a full-service accounting department to provide the financial reporting and back-office support your organization needs to thrive. Your books will be proactively ready for investors, audits, and tax compliance.

Setup and Onboarding

Quickbooks Online

Tax account registration and review

Payroll setup and review

Industry specific chart of accounts implementation

Year-to-date accounting, clean-up, and reconciliation

Kick-off meeting

Automation and streamlining software implementation (Expensify, Bill.com, etc.)

Draft financial policies, procedures, and workflows

Daily/Weekly/Biweekly

Accrual basis accounting and reconciliation

Payroll processing and management

Tax notice management

On demand support and meetings

Receipt and invoice coding

Document organization and administration

Accounting@ inbox management

Accounts Receivable

Accounts Payable

Industry specific performance reporting

Monthly

Profit & Loss report

Balance Sheet

Statement of Cash Flows

Bank reconciliation

Credit card reconciliation

Sales tax preparation and filing

Payroll tax compliance

Annual

1099 preparation and filing

Thrive & Scale - CFO + Accounting Team
Custom plans starting at $4000/month

Vision: Next level financial reporting plus high-level executive support. This plan offers a designated acting CFO to manage your finance function in addition to our accounting team. You must be a Thrive client for three months before qualifying for this plan.

Setup and Onboarding

Quickbooks Online

Tax account registration and review

Payroll setup and review

Industry specific chart of accounts implementation

Year-to-date accounting, clean-up, and reconciliation

Kick-off meeting

Automation and streamlining software implementation (Expensify, Bill.com, etc.)

Draft financial policies, procedures, and workflows

Daily/Weekly/Biweekly

Accrual basis accounting and reconciliation

Payroll processing and management

Tax notice management

On demand support and meetings

Receipt and invoice coding

Document organization and administration

Accounting@ inbox management

Accounts Receivable

Accounts Payable

Industry specific performance reporting

Advisory

Forecasting & Financial Modeling

Budgeting

Monthly

Profit & Loss report

Balance Sheet

Statement of Cash Flows

Bank reconciliation

Credit card reconciliation

Sales tax preparation and filing

Payroll tax compliance

Annual

1099 preparation and filing

Tax advisory & compliance

Contact us for a complimentary consultation!