Monthly Services
Our mission: to change the perception of accounting from something boring and ignorable, into something valuable and actionable for your business.
Many business owners resist investing in their finance function because of this perception, but experienced business owners know that it is a keystone of every successful business.
Because lets be honest. Owning and running a business is hard, and it can be a lonely place for the owner, especially as a business is growing. But with the right guidance, it doesn’t have to be. We want to help.
Monthly Packages
In our experience, the combined cost of internal accounting departments and external accounting/tax firms should be approximately 1-4% of gross revenue, depending on many factors. (Read our blog post here for further insight into this range)
This is true for Small to Mid-sized businesses, whether you are hiring in-house, outsourcing, or even where the owner is doing it all themselves. Don’t forget; your time is worth money too!
Our packages are designed with this budget in mind, and our services are tailored to the needs of our clients as they grow and thrive. All packages deliver valuable insights for owners and the peace of mind that comes from having a CPA on your team.
The Boost
Entrepreneurs, Tradespeople, Small Businesses
- Under $500k annual rev
- 0-4 employees
- Simple corporate structure, sole proprietors, etc.
The Big Boost
Full Service Restaurants, Construction, etc.
- $500k – $8M annual rev
- 5-30 employees
- Multi-company structure, multiple owners, etc.
CFO/Controller Only
Medium-Large Company:
- Typically over $1M annual rev, growth-orientated
- Existing bookkeeping team, but needs CPA insights
- Multi-company structure, unique company needs, etc.
The Boost
Empowering Entrepreneurs and Tradespeople with the knowledge they need and giving their business a financial boost. STARTING FROM:- Onboarding Services
- Catch-up Bookkeeping & Tax (billed hourly if needed)
- System Setup/Conversion
- QBO or Xero Subscription
- Bookkeeping Support & Review – biweekly
- –
- Standard Quarterly Reporting
- Payroll oversight
- Payroll tax filings – Oversight
- Sales tax filings – Annual
- Annual CFO Strategy Calls
- Annual Financial Goals Report & Video Call
- Corporate Tax Return & T5
- Personal Tax Return (if needed – may incur add’l hourly billing)
The Big Boost
(Our most popular service package) Strategy & analytics to help your company grow profitably and let you focus on your core competencies. STARTING FROM:- Onboarding Services
- Catch-up Bookkeeping & Tax (billed hourly if needed)
- System Setup/Conversion
- QBO or Xero Subscription
- –
- Monthly Bookkeeping, performed weekly
- Accelerated Monthly or Quarterly Reporting
- Payroll Processing &/or Oversight
- Payroll tax filings – Processing
- Sales tax filings – Annual, quarterly, or monthly
- Quarterly CFO Strategy Calls
- Quarterly Financial Goals Report & Video Call
- Corporate Tax Return & T5
- Personal Taxes (if needed – may incur add’l hourly billing)
- + Customized financial & KPI analysis
- + Annual Budget Creation &/or oversight
- + Budget to Actual variance analysis – Quarterly
CFO/Controller Only
Perfect for larger companies that already have a bookkeeping team, and just need the oversight, strategy, and professionalism that a CPA offers.Need to dive into your data to figure out your margins & overhead, perform analytics over your financial results, figure out your cashflow, or help chart the path forward for your organization?
We LOVE this type of engagement!
Helping clients resolve their challenges is just about the most rewarding thing us bean counters get to do, so contact us if you have some perplexing questions about your business finances that are going unanswered. We love to step in and help clients find answers and insights.
We are always happy to discuss custom engagements like this, tailoring our services to exactly what you need. No more, no less.
ALL SERVICE INCLUSIONS are fully customizable for this package – book a consultation to discuss!
What Our Clients Are Saying
SUYO Modern Peruvian Restaurant & Bar
Look no further than Boost CPA. Their team is friendly, reliable and thorough. They are always available if you have any questions and go above and beyond to help you understand how well your company is performing from a number’s perspective. Couldn’t think of anyone better!
Ricardo Valverde,
Chef Owner
Open Ocean Robotics
"Tanner was a great addition to our team. He's helped to save our company money, navigated complicated grant reporting and due diligence, and allowed us to improve our strategic vision by building out capacity in our finance department."
Julie Angus,
Owner
