BFI Accounting

plans

Customized Plans


 

Select the Plan that's Right for You
 


accountant

  • initial setup and/or conversion to QuickBooks Online
  • management and staff training
  • monthly closing
  • expense classification
  • account reconciliation
  • monthly financial reporting
  • unlimited phone and email support
  • unlimited access to our referral network

controller

All ACCOUNTANT features plus:
  • process optimization
  • conversion to accrual based accounting
  • customer invoicing and processing receipts
  • bill processing and payments
  • receipt and expense report processing
  • payroll processing and compliance
  • state and local tax and license processing and compliance
  • annual retail trade report processing and compliance

ADDITIONAL SERVICES*

  • individual and corporate income tax planning
  • income tax preparation and compliance
  • estate and succession planning
  • wealth management
  • representation during IRS audits

CFO

All CONTROLLER features plus:

  • initial and ongoing strategic planning and forecasting
  • cost control, budgeting and KPI's
  • board of directors membership and compliance
  • design and implementation of internal financial and operational level controls
  • best practices and process improvement
  • regulatory implementation and compliance
  • assistance with human resource management
  • external compilation, review and audit conduit
  • insurance and enterprise risk management
  • workers compensation insurance reviews and compliance audit
  • collections management

ADDITIONAL SERVICES*

  • franchise, litigation and contract review
  • mergers, acquisitions and conversions
  • exit strategy and succession planning
  • banking, debt and equity financing

*additional services are considered special projects requiring additional partner and/or associate time, and are priced and billed separately.