Get the Right Level of Support for Your Business

We promise to never blind side you with a bill, which is why we do not bill by the hour. All billings are by service offering unless mutually agreed upon otherwise. 

Upon completion of this assessment, you will receive a summarized report that includes all of our findings, our proposed action plan, and the service offering tier that best fits your business. The areas that we commonly address are below: 

• End to end understanding of A/P → including approvals, A/P disbursements, credit card payments, loan payments, etc. Meeting with all stakeholders if appropriate
• End to end understanding of expense management→ including review of workflow, remote document management, and how GL/project coding is working today.
• End to end understanding of A/R→ including customer experience, all software systems, and meeting with stakeholders if applicable
• End to end understanding of payroll→including time entries, payroll taxes, and current workflows
• Meet with the current bookkeeper (if applicable/appropriate) and understand current responsibilities 
• Review of QBO account, Profit and Loss, Balance Sheet, Cash Flow Statement,  and determine if clean-up and/or reconciliations  are needed. Also, confirm that all GL’s are correct for the necessary reporting and tax return preparation.

Bookkeeping Partner, for businesses that need reliable accounting and financial fundamentals in place.

• Weekly end to end A/P process
• Weekly accounts receivable aging updates
• Employee expense reimbursements
• Weekly data entry
• Monthly bank account and credit card reconciliations
• Monthly accrual-based financial report package 
• Monthly management team review meeting

This package is tailored for small businesses with big ambitions. While bookkeeping is essential to your operations, it doesn't have to be your priority—but it is ours.

Controller Guidance: everything in Foundation, plus deeper operational support.

• Weekly reporting of 13 week cash-flow
• Monthly reporting and analysis of GPM, core benchmarks, and Company specific KPI’s 
• Collaboration with internal or external bookkeeper, management team, and tax accountant
• Bi-weekly meeting cadence with management team
• Dedicated controller with a college degree and/or CPA designation

Upgrade your financial and accounting infrastructure without the overhead; this solution provides controller-level capability at half the cost of a full-time hire

CFO Expertise: everything in Operations, plus senior-level financial and business guidance.

• Job costing analysis
• Strategic financial modeling and forecasting
• Advanced scenario modeling
• Business valuation analysis
• Monthly CFO reporting package 
• Weekly meeting cadence with management on 13-week cash flow, KPI’s and strategy

When your growth demands strategic financial planning, forecasting, and modeling to take your company to the next level, T-1 CFO Expertise delivers the results you need without the full-time CFO price tag.

Sometimes you don’t need ongoing support, you need the right person to solve a specific problem.

This could include accounting cleanups, software implementations, workflow automation, financial models, audit preparation, business launch playbooks, sales tax setup, compliance projects, pricing analysis, or operational overhauls.

Investment determined by scope.

Full-service model: Processing of payroll and contractor payments, all state tax filings, quarterly reports, and year-end W-2/1099 processing and worker’s comp reporting. Starting at $175/mo + ($2-$15 per employee depending on complexity)

*Multi-State Payroll Processing or unique payroll processing → Pricing to be discussed

*HR Requirements → Pricing to be discussed