Outsourced
Accounting

Our monthly accounting plans help small businesses and nonprofit organizations stay organized and streamline their bookkeeping and accounting to provide accurate timely reporting throughout the year. This allows you to gain insight into running and growing your organization instead of spending time gathering documentation and updating your books. 

Your accounting and bookkeeping system should provide visibility over the inputs and outputs that are driving your success. We analyze your business model and learn about your operations in order to customize a state-of-the art accounting workflow to provide reliable reporting, streamline financial operations, ensure accuracy, and improve productivity. These workflows are designed to allow for scaling and growth without additional capital and internal resources. 

This lays the foundation for our outsourced accounting engagements, which allows us to produce accurate and timely monthly financial statements and other management reports for benchmarking and tax planning. Our outsourced accounting service is designed to replicate an in-house accounting department to provide visibility and valuable metrics.

After ensuring that financial reporting is accurate, the CFO service is designed to leverage this information for strategic decision making at the executive level.

Outsourced
CFO

After ensuring that your financial reporting is accurate, our CFO service will leverage this information for strategic decision making at the executive level. We aim to provide forward-thinking solutions and business insights to help you make better decisions about the future.

Monthly Plans

Essentials - Accountant
Thrive - Accounting Team
Thrive & Scale - CFO + Accounting Team
Frequency & Features
Custom plans starting at $400/month

Vision: Understand the overall health and performance of your organization. Our goal is to provide visibility through accurate, reliable, and timely accrual basis financial reporting with our accounting services.

Custom plans starting at $1100/month

Vision: Lead your growth by taking your financial reporting to the next level. We'll form and manage a full-service accounting department to provide the financial reporting and back-office support your organization needs to thrive. Your books will be proactively ready for investors, audits, and tax compliance.

Custom plans starting at $2000/month

Vision: Next level financial reporting plus high-level executive support from qualified CPAs. This plan offers a designated acting CFO to manage your finance function in addition to our accounting team. You must be a Thrive client for three months before qualifying for this plan.

Setup and Onboarding
Quickbooks Online
Fathom Reporting
Tax account registration and review
Payroll setup and review
Industry-specific chart of accounts implementation
Year-to-date accounting, clean-up, and reconciliation
Automation and streamlining software implementation (Expensify, Bill.com, etc.)
Weekly
On-demand CPA unlimited access
Financial Snapshot Report
Accrual basis accounting and bookkeeping
Bank and credit card reconciliations
Tax notice management
Receipt and invoice coding
Document organization and administration
Bill Pay and processing
Payroll processing and management
Monthly
In The Know Newsletter
Financial Statements with Analysis
Sales Tax Preparation and Filing
CFO Insights & Analysis
CFO Forecasting
Annual
1099 preparation and filing
Federal & state tax returns
Software
Quickbooks Online
Fathom Reporting
Essentials - Accountant
Custom plans starting at $400/month

Vision: Understand the overall health and performance of your organization. Our goal is to provide visibility through accurate, reliable, and timely accrual basis financial reporting with our accounting services.

Setup and Onboarding

Quickbooks Online

Fathom Reporting

Tax account registration and review

Payroll setup and review

Industry-specific chart of accounts implementation

Year-to-date accounting, clean-up, and reconciliation

Automation and streamlining software implementation (Expensify, Bill.com, etc.)

Weekly

On-demand CPA unlimited access

Financial Snapshot Report

Accrual basis accounting and bookkeeping

Bank and credit card reconciliations

Tax notice management

Receipt and invoice coding

Document organization and administration

Monthly

In The Know Newsletter

Financial Statements with Analysis

Sales Tax Preparation and Filing

Annual

1099 preparation and filing

Federal & state tax returns

Software

Quickbooks Online

Fathom Reporting

Thrive - Accounting Team
Custom plans starting at $1100/month

Vision: Lead your growth by taking your financial reporting to the next level. We'll form and manage a full-service accounting department to provide the financial reporting and back-office support your organization needs to thrive. Your books will be proactively ready for investors, audits, and tax compliance.

Setup and Onboarding

Quickbooks Online

Fathom Reporting

Tax account registration and review

Payroll setup and review

Industry-specific chart of accounts implementation

Year-to-date accounting, clean-up, and reconciliation

Automation and streamlining software implementation (Expensify, Bill.com, etc.)

Weekly

On-demand CPA unlimited access

Financial Snapshot Report

Accrual basis accounting and bookkeeping

Bank and credit card reconciliations

Tax notice management

Receipt and invoice coding

Document organization and administration

Bill Pay and processing

Payroll processing and management

Monthly

In The Know Newsletter

Financial Statements with Analysis

Sales Tax Preparation and Filing

Annual

1099 preparation and filing

Federal & state tax returns

Software

Quickbooks Online

Fathom Reporting

Thrive & Scale - CFO + Accounting Team
Custom plans starting at $2000/month

Vision: Next level financial reporting plus high-level executive support from qualified CPAs. This plan offers a designated acting CFO to manage your finance function in addition to our accounting team. You must be a Thrive client for three months before qualifying for this plan.

Setup and Onboarding

Quickbooks Online

Fathom Reporting

Tax account registration and review

Payroll setup and review

Industry-specific chart of accounts implementation

Year-to-date accounting, clean-up, and reconciliation

Automation and streamlining software implementation (Expensify, Bill.com, etc.)

Weekly

On-demand CPA unlimited access

Financial Snapshot Report

Accrual basis accounting and bookkeeping

Bank and credit card reconciliations

Tax notice management

Receipt and invoice coding

Document organization and administration

Bill Pay and processing

Payroll processing and management

Monthly

In The Know Newsletter

Financial Statements with Analysis

Sales Tax Preparation and Filing

CFO Insights & Analysis

CFO Forecasting

Annual

1099 preparation and filing

Federal & state tax returns

Software

Quickbooks Online

Fathom Reporting

Contact us for a complimentary consultation!