Packages
Designed with YOU in mind
Packages
Designed with YOU in mind
SERVICE customized to your needs
Our packages are designed to serve you at the level that you desire. If you need something different, we will work with you to give you the level of service that you need.
Optvisory pricing is Flat-Fee and billed monthly to avoid surprises and stay within your budget. The monthly fee is based on the package and options you desire and the complexity of the business. For a custom estimate for your business click here
Steel
Steel
STEEL Base Package Includes
Xero software subscription
Bookkeeping Services including coding review (client does bank reconciliation in Xero)
Accounting Services (financial statement compilation)
Quarterly Management Reports
Annual Business Review (up to 1 hour meeting via Internet)
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Bronze
Bronze
BRONZE Base Package Includes
Xero software subscription
Bookkeeping Services including coding review and bank reconciliation
Accounting Services (financial statement compilation)
Monthly Management Reports
Annual Business Review (up to 1 hour meeting via Internet)
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Silver
Silver
SILVER Base Package Includes
Xero software subscription
Bookkeeping Services including coding review and bank reconciliation
Accounting Services (financial statement compilation)
Monthly Management Reports
Includes Digital KPI Dashboard for your business
Quarterly Business Review (up to 1 hour meeting via Internet)
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Gold
Gold
GOLD Base Package Includes
Xero software subscription
Weekly Bookkeeping Services including coding review and bank reconciliation
Accounting Services (financial statement compilation)
Weekly Management Reports
Includes Digital KPI Dashboard for your business
Monthly Business Review (up to 1 hour meeting via Internet)
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Other
In addition to packages, we offer the following add-on services
Other
In addition to packages, we offer the following add-on services
Add on services
Catch-Up Service
If you are behind on your bookkeeping, we can help you get caught up. Our "Catch-Up Service" will get you back where you need to be so you can get your financial information real-time.
Sales Tax
Our team will review your sales for proper sales tax collection to identify calculation and keypunch errors. Your state and local sales tax returns will then be e-filed prior to their due dates to keep you in compliance.
Audit Support
If your business gets an "audit" letter from a Federal, state or local governmental agency, we can help provide support to help you through this stressful time. We also help with Workman's Compensation audits.
Budgeting and Forecasting
To help your business perform at it best and meet it's goals, we offer budgeting and forecasting services. These tools can be very helpful in identifying strengths and weaknesses in business planning and operations.
Set Up and Training
We will help you set up and train you how to use Xero and other systems on your computer, tablet or mobile devices.