This package makes the most sense for a few different types of companies. For “startup companies” that are backed by venture capital, private equity (or any other sophisticated equity or debt financing), more thorough accrual basis accounting is required. This package also makes sense for companies that have large wholesale operation that have complex receivable terms with their clients. This package also makes sense for large ($1M per month in sales) multichannel sellers.
Ecom CFO
Includes EVERYTHING in Outsourced CFO
Sales Tax Registration & Filings for 3 States
Profitability Report by Sales Channel
Payable & Receivable Accounting
Exit Ready Financials
Ecommerce CFO
View Our Other Services
Executive CFO
Includes EVERYTHING in Previous Packages
“Exit Ready” Financial Statements
Dedicated Weekly CFO Call
Cashflow Forecasts
Outsourced CFO
Preparation of the IRS S-Corp Election form 2553
Payroll Software Setup
State Payroll Tax Registration
State Sales Tax Registration & Filings
Business Tax Return Preparation
Individual Tax Return Preparation
Slack Ongoing Support
How are we different?
one
We found our Niche
Most private practice CPAs take on any and all clients without regard to the type of individual and/or business. Our E-Commerce niche approach makes us a more valuable resource to your E-commerce business.
two
We dress different
We know that you don’t wear a suit and tie to work every day so why should you have an accountant that does so? We have a startup culture coupled with a virtual business model. All of our people – from staff level through the founder, work from home or in shared office spaces.
three
We work different
Many private practice CPAs run a “drop off” service business. Meaning that as their client, you likely only speak to them once a year when its tax return time, or worse, only when issues arise. Our core belief is that we can add more value to your business if we chat with you on an ongoing basis. Therefore monthly phone time is factored into our pricing to ensure that we are consistently speaking, maintaining our working relationship, and maintaining accounting/tax planning strategies.