Staffing an entire accounting department can be extremely costly to your business. Lucrative Unlimited can manage the accounting while you focus your attention on growing your business.
Services offered include:
- Accounts Payable/Receivable
- General Ledger Accounting
- Fixed Asset Management
- Payroll Processing
- Monthly, quarterly and year-end closing
- Financial Statement Preparation
- Profit Optimization and Forecasting
Bookkeeping
Record and maintain daily financial transactions such as:
- Income received for sales, grants, donations, and interest
- Payments made to employees, vendors, suppliers, and creditors
- Assets such as cash, inventory, accounts receivable, and equipment
- Liabilities such as gift cards, payables, loans, and credit cards
- Equity and Net Asset accounts
Accounting
Prepare and analyze the following financial statements:
- Income Statement (Profit & Loss) or Statement of Activities
- Balance Sheet or Statement of Financial Position
- Statement of Cash Flows
Analytics include establishing key performance indicators to compare against actual results and track business progress.
CFO Advisory
Develop, communicate, and execute financial strategies to achieve financial goals aligned with operational objectives. Services include:
- Profit Optimization Plan & Cash Flow improvement
- Improving financial operations
- Identifying growth opportunities
- Tax Strategy & Planning
- Management & Board reporting
- Corporate Governance & Internal Controls
- Audit Coordination & Support
Best for businesses who need to organize their financial information
Pricing starting at
$
855
Monthly
-
Access to Client Portal
-
Dedicated Bookkeeper
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Monthly Transaction Recording
-
Quarterly Reconciliation and Reporting
-
Quarterly Income Tax Estimation
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Annual Profit Optimization
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Annual Commitment
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1 hour of out of scope (Annual)
-
10% off Additional Services
Select
free 30-minute consult
Best for businesses who are ready for insight into their financials
Pricing starting at
$
1565
Monthly
-
Access to Client Portal
-
Dedicated Accountant
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Monthly Transaction Recording
-
Monthly Reconciliation and Reporting
-
Monthly KPI Dashboard
-
Proactive Tax Planning
-
Quarterly Profit Optimization
-
Quarterly Strategic Planning
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90 day notice to cancel
-
2 hour of out of scope (Annual)
-
25% off Personal Tax Return Preparation
-
25% off Business Tax Return Preparation
-
25% off Additional Services
Select
free 30-minute consult
Popular
Best for businesses that want to use their financial data to grow and/or scale
Pricing starting at
$
2730
Monthly
-
Access to Client Portal
-
Dedicated CFO
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Weekly Transaction Recording
-
Monthly Reconciliation and Reporting
-
Monthly KPI Dashboard
-
Monthly Management Meeting
-
Proactive Tax Planning
-
Monthly Profit Optimization
-
Quarterly Strategic Planning
-
Business Tax Return Preparation
-
30 day notice to cancel
-
3 hours of out of scope (Annual)
-
50% off Personal Tax Return Preparation
-
50% off Additional Services
Select
free 30-minute consult
We have experience with a variety of software
