Current State Analysis:  $350 –

This plan is good for an established business with an existing QuickBooks Online account.

Are you uncertain as to the accuracy and reliability of your financials?

Has there been turnover in the accounting department leading to inconsistencies and misstatements?

Perhaps the accounting hasn’t been maintained over the years?

Let IAS review your records to find any holes and let you know the next steps to get them addressed.

Includes review of the following:

• Balance Sheet
• Income Statement
• Chart of Accounts
• Accounts Receivable / Accounts Payable
• Bank Reconciliations
• Results summarized in a custom Current State Analysis Report to diagnose issues and provide recommendations on how to get your records up to par.

If IAS is hired to perform a Clean-Up as a result, 50% of cost of this plan will apply towards total Clean-Up cost.

(Please note – this review is intended to uncover errors, omissions and misstatements – but does not include fraud detection.)

QuickBooks Online Setup:  $500 –

Are you a DIY-type of financially savvy entrepreneur with a desire to maintain your own books?

Are you ready to move from your spreadsheet system of patchwork accounting and take the plunge with QuickBooks Online?

Whether you’re just getting started with your big idea, OR you’re a clean slate but just need a hand in getting set up, this plan would be perfect for you.

Our personalized setup is tailored to your specific needs and includes training to teach you how to be efficient in your accounting system.

Plan includes:

• Up to 2 hours together to discuss your business and set up your accounting system live.
• Tips, tricks and best practices are shared along the way.
• Session ends with a Setup Recap Report including – setup details, a list of any remaining open items, and recommendations for the entrepreneur.

QuickBooks Online Clean-up:

Getting ready for tax season and realizing you’re not ready?

Need to prepare for obtain business funding, loan or line of credit?

Tired of the headache with possibly inaccurate and unreliable financial records?

Hire IAS to perform a deep dive into the past year of financial records at a rate of $150 per hour.

• Get comfort in knowing that your records tell an accurate story of your business performance to help you avoid costly business pitfalls and penalties.
• You’ll get a Results and Recommendations Report to ensure future continued success.

For best results please allow for a 30 day turnaround time.

Full Service Monthly Accounting:  starts at $500 per month

(depending on number of accounts, transactions and complexity).

Are you an established business on a high growth track?

Are you too busy working IN your business leaving no energy to work ON your business?

Are you ready to fully outsource the accounting cycle to free up your precious time?

Let IAS take care of your accounting so you can take care of your business!

Includes:

• Monthly Bank Reconciliations
• Monthly Financial Statement Package (Income Statement, Balance Sheet and Statement of Cash Flows)
• 30 minute virtual meeting (optional at business owner’s request) – to discuss results and key trends.
• Full access to a CPA including getting responses to your accounting questions and concerns within 1 business day.

This package is great to free up the business owner from the day-to-day burden of maintaining their records.  Have peace of mind knowing your finances are in good hands.

Outsourced CFO:  starts at $1,500 per month

This is what we love to do best!

Are you at the point where your accounting records require weekly or daily attention?

Do you need more intensive accounting help but your aren’t ready to invest in a full-time in-house CFO?

At this point, your company is in a sweet spot in terms of stability, longevity and steady growth.  Successful companies need more than just their accounting maintained; they need to put their numbers to use through metrics, analysis and forecasting.

As your Outsourced CFO, IAS will oversee to ensure:

• Accurate records are maintained on a weekly basis,
• Provide timely monthly Financial Statements, and more importantly
• Work with you as a trusted Business Advisor.
• This is our Gold Level package that gives you access to a CPA for advice and financial direction, within 1 business day.

Your Financial Statements tell a story, and we will identify key business trends and metrics to paint the picture.

We believe that Financial Statements aren’t just a matter of looking in the rear view mirror; they help you drive forward when interpreted timely and correctly.

We work to leverage the strengths of your business and strategize on how to tighten up any weaknesses.

Optional services can be added, including:

• Invoicing,
• Bill Pay,
• Budgeting, Forecasting, Trend Analysis,
• Common Size Analysis,
• Development of KPI’s and / or
• Consolidated Reporting across lines of business / various locations.

Ad-Hoc Services: 

Can be added on to any of the above packages at a rate of $150 per hour.

Examples of how we can help:

• Budget Development,
• Chart of Account customization / clean-up;
• Forecasting future revenues and expenses;
• Implementing 401K Plans or Benefits Plans;
• Leading banking transitions;
• Payroll analysis;
• Filing annual 1099s;
• Sales Tax filings;
• 401K Plan Compliance, etc.