Packages
Take Aim. Take Action.
TAKE AIM
Basic Solution
Let’s get things going.
- Personal Support
- Monthly Bookkeeping Integrated
- App for documents
- Standard Chart of Accounts
- Code/reconcile bank & credit card transactions
- Monthly financial statements
Ideal for businesses who..
Want to relieve the headache of finances and get a feel for their business performance.
TAKE ACTION
All features of TAKE AIM plus
Streamline your financial management.
- Weekly Bookkeeping
- Accruals, prepaids & fixed assets
- Expense reporting app
- Prepare 1099s for contractors
- Advanced revenue account tracking
- Class & Location accounting
- Monthly meeting
- Project/Advanced Costing (Optional)
Ideal for businesses who..
are growing and need deeper understanding of their operations
OUTSOURCED CFO
All features of TAKE ACTION plus
Next level insights for your business growth.
- Daily Communication
- Budgeting
- Benchmarks & KPIs
- Forecasting
- Cash flow management
- Multiple Currency
- Ideal for businesses who..
- need advanced analytics and financial management
Add-on Services
PAYROLL
-
Automated & integrated with leading cloud applications
-
On-board employees & stay compliant
-
ACH Payments – on your schedule
Add-on Services
BILL PAY
- Streamline your accounts payable process with industry leading technology
- Mobile bill approval
- Cheaper & more secure than paper checks
Add-on Services
BUSINESS TAX
- Planning & strategies to reduce your burden
- Compliance with federal and state regulations
- Cloud solutions to securely transfer, sign and file your returns
- Calculate and pay estimated payments to avoid penalties, interest & surprises at tax time!
