Senior Accountant
*Includes services below and choice of: Customized Reports/Dashboards or Budgets
- ✓ Reconcile all bank, credit card, & loan statements
- ✓ Setup & modify chart of accounts for mgmt. needs
- ✓ Month-end close & financial statements
- ✓ Scheduled meetings 1x/month
- ✓ Segment/special project accounting
- ✓ Key Performance Indicators (KPIs)
- X Customized reports/dashboards
- X Forecasting, budgets, & strategic planning
- X Cash flow management
- X Establish internal control processes & memos
- X Audit & review management
- X Revenue recognition
- X Bank relationships
- X Board of Directors meeting
- X Resource planning
Attracct offers a 60-day money-back guarantee for our services. If, within this period, you do not experience the expected value, you will receive a full reimbursement.
Controller
*Includes services below and choice of: KPIs or Segment/Special Project Accounting
- ✓ Reconcile all bank, credit card, & loan statements
- ✓ Setup & modify chart of accounts for mgmt. needs
- ✓ Month-end close & financial statements
- ✓ Scheduled meetings 2x/month
- ✓ Segment/special project accounting
- ✓ Key Performance Indicators (KPIs)
- ✓ Customized reports/dashboards
- ✓ Forecasting, budgets, & strategic planning
- ✓ Cash flow management
- ✓ Establish internal control processes & memos
- ✓ Audit & review management
- ✓ Revenue recognition
- X Bank relationships
- X Board of Directors meeting
- X Resource planning
Attracct offers a 60-day money-back guarantee for our services. If, within this period, you do not experience the expected value, you will receive a full reimbursement.
CFO
*Includes services below and choice of: KPIs or Segment/Special Project Accounting
- ✓ Reconcile all bank, credit card, & loan statements
- ✓ Setup & modify chart of accounts for mgmt. needs
- ✓ Month-end close & financial statements
- ✓ Scheduled meetings 6x/month
- ✓ Segment/special project accounting
- ✓ Key Performance Indicators (KPIs)
- ✓ Customized reports/dashboards
- ✓ Forecasting, budgets, & strategic planning
- ✓ Cash flow management
- ✓ Establish internal control processes & memos
- ✓ Audit & review management
- ✓ Revenue recognition
- ✓ Bank relationships
- ✓ Board of Directors meeting
- ✓ Resource planning
Attracct offers a 60-day money-back guarantee for our services. If, within this period, you do not experience the expected value, you will receive a full reimbursement.
Bookkeeping Lite
*Includes services below and choice of: KPIs or Segment/Special Project Accounting
- ✓ Reconcile all bank, credit card, & loan statements
- ✓ Setup & modify chart of accounts for mgmt. needs
- ✓ Month-end close & financial statements
- X Scheduled meetings 1x/month
- X Segment/special project accounting
- X Key Performance Indicators (KPIs)
- X Customized reports/dashboards
- X Forecasting, budgets, & strategic planning
- X Cash flow management
- X Establish internal control processes & memos
- X Audit & review management
- X Revenue recognition
- X Bank relationships
- X Board of Directors meeting
- X Resource planning
Attracct offers a 60-day money-back guarantee for our services. If, within this period, you do not experience the expected value, you will receive a full reimbursement.
Bookkeeping Plus
*Includes services below and choice of: KPIs or Segment/Special Project Accounting
- ✓ Reconcile all bank, credit card, & loan statements
- ✓ Setup & modify chart of accounts for mgmt. needs
- ✓ Month-end close & financial statements
- ✓ Scheduled meetings 1x/month
- X Segment/special project accounting
- X Key Performance Indicators (KPIs)
- X Customized reports/dashboards
- X Forecasting, budgets, & strategic planning
- X Cash flow management
- X Establish internal control processes & memos
- X Audit & review management
- X Revenue recognition
- X Bank relationships
- X Board of Directors meeting
- X Resource planning
Attracct offers a 60-day money-back guarantee for our services. If, within this period, you do not experience the expected value, you will receive a full reimbursement.
Basic
Included:
- One time onboarding fee (varies)
- Annual tax strategies
- Support with dedicated project manager (email only)
- Prioritized communication system
- 24/7 cloud to gather, organize, and sign tax docs
- Federal & state tax returns
- Video & screencast communication
- Amended returns & backwork (quoted)
- QB accounting package (separate flat fee)
Pro
Included:
- One time onboarding fee (varies)
- Quarterly tax strategies
- Meetings with management (annual Zoom strategy meeting)
- Priority access to Attracct Team
- Annual pre-payment discount (5%)
- IRS notice response (up to 3 per year)
- Support with dedicated project manager (phone & email only)
- Prioritized communication system
- 24/7 cloud to gather, organize, and sign tax docs
- Federal & state tax returns
- Video & screencast communication
- Amended returns & backwork (quoted)
- QB accounting package (separate flat fee)
Elite
Included:
- One time onboarding fee (varies)
- Ongoing tax strategies
- Planning meetings with financial & estate team
- IRS audit representation (up to 20 hrs. per year)
- Meetings with management (anytime scheduled in advance)
- Priority access to Attracct Team
- Annual pre-payment discount (5%)
- IRS notice response (up to 3 per year)
- Support with dedicated project manager
- Prioritized communication system
- 24/7 cloud to gather, organize, and sign tax docs
- Federal & state tax returns
- Video & screencast communication
- Amended returns & backwork (quoted)
- QB accounting package (separate flat fee)
Form 1040-Personal/Individual
*required for all tax payers
Schedule C
(per business)
- Profit/loss from business
- Sole proprietor
- Single member LLC
Schedule E
(per rental)
- Rental real estate (short & long term)
- Schedule K-1s
Corporations
*required for all tax payers
- 1120-legal entity separate from its owners
- 1120S-corporations that pass income & losses to shareholders
Partnerships & Trusts
*required for all tax payers
- 1065-arrangement by 2 or more parties to operate and share profits/losses
- 1041-fiduciary of an estate or trust
*Does not include bookkeeping or tax advisory services