Keep it Simple
Sick of all the spreadsheets duct-taping your finances together?
You need an accountant.
Check Out Our
CFO Services
it’s Exactly what you need to keep your financial house in order, from top to bottom, including:
X Bookkeeping & Taxes
X Planning & Analysis
X Coaching
The question now is - how far will you go with a financial coach on your team?
Standard Packages
What we offer, according to how they help you!
| LITE | STANDARD | PREMIUM | |
|---|---|---|---|
| SAVE TIME ACCOUNTING SERVICES | |||
| Bookkeeping | ✓ Simple | ✓ Standard | ✓ Advanced |
| Invoicing & Collections | ✓ | ✓ | |
| Vendor Bill Payments | ✓ | ✓ | |
| Sales Tax Return Preparation | ✓ | ✓ | ✓ |
| Payroll Processing | ✓ | ✓ | |
| GET INSIGHTS BUSINESS SERVICES | |||
| Finance & Strategy Meetings | ✓ Quarterly | ✓Bi-Monthly | ✓Monthly |
| Finance Report & Video Review | ✓ Quarterly | ✓ Bi-Monthly | ✓ Monthly |
| Year-End Tax Planning & Goal Setting Meeting | ✓ | ||
| Goal & KPI Tracking | ✓ | ||
| Budgeting & Forecasting | ✓ | ||
| Job Costing | ✓ | ||
| Benchmark Analysis | ✓ | ||
| SAVE MONEY TAX SERVICES | |||
| 1099 Preparation, Filings, & Fees | ✓ | ✓ | ✓ |
| Personal Income Tax Return Preparation | ✓ | ✓ | ✓ |
| Business Income Tax Return Preparation | ✓ | ✓ | |
| Net Income & Tax Payments Tracker | ✓ | ✓ | ✓ |
| Tax Savings & Minimization Advice | ✓ | ✓ | ✓ |
| Estimated Tax Payment Reminders | ✓ | ✓ | ✓ |
| GET ANSWERS SUPPORT SERVICES | |||
| Short & Sweet Email Support | ✓ 1 per month | ✓ 2 per month | ✓ |
| Advanced Support | ✓ | ||
| Advisory Services & Additional Meetings | Discounted Pricing | Discounted Pricing | Discounted Pricing |
| AUTOMATE INCLUDED TECHNOLOGY | |||
| QuickBooks Online | ✓ | ✓ | ✓ |
| Receipt Storage & Management | ✓ | ✓ | |
| Financial Analytics App | ✓ |
Select the package that most fits you and we’ll customize it for your business.
Package Comparison
No matter your business size or plan, there’s an option for you!
SAVE TIME
ACCOUNTING SERVICES
-
✓ START - SIMPLE
✓ SUSTAIN - STANDARD
✓ GROW - ADVANCED
-
✓ SUSTAIN
✓ GROW
-
✓ SUSTAIN
✓ GROW
-
✓ START - 1 STATE
✓ SUSTAIN - 1 STATE
✓ GROW - 1 STATE
-
✓ SUSTAIN
✓ GROW
GET INSIGHTS
BUSINESS SERVICES
-
✓ START - SEMI-ANNUALLY
✓ SUSTAIN - QUARTERLY
✓ GROW - MONTHLY
-
✓ START - QUARTERLY
✓ SUSTAIN - MONTHLY (VIDEO REVIEW)
✓ GROW - ON-DEMAND (VIDEO REVIEW)
-
✓ GROW
-
✓ GROW
-
✓ GROW
-
✓ GROW
-
✓ GROW
SAVE MONEY
TAX SERVICES
-
✓ STARTER — 5 FORMS
✓ SUSTAIN — 5 FORMS
✓ GROW — 5 FORMS
-
✓ START
✓ SUSTAIN
✓ GROW
-
✓ SUSTAIN
✓ GROW
-
✓ STARTER
✓ SUSTAIN
✓ GROW
-
✓ STARTER
✓ SUSTAIN
✓ GROW
-
✓ STARTER
✓ SUSTAIN
✓ GROW
GET ANSWERS
SUPPORT SERVICES
-
✓ STARTER — 2 PER MONTH
✓ SUSTAIN — 2 PER MONTH
✓ GROW
-
✓ GROW - 3 HOURS PER MONTH
-
✓ STARTER — DISCOUNTED PRICING
✓ SUSTAIN — DISCOUNTED PRICING
✓ GROW — DISCOUNTED PRICING
AUTOMATE
INCLUDED TECHNOLOGY
-
✓ START
✓ SUSTAIN
✓ GROW
-
✓ SUSTAIN
✓ GROW
-
✓ GROW
Here’s how KIS helps:
Communication - we’ll work through new issues and tricky transactions.
Peace of mind - those questions that keep you up at night? We can often find a data-driven answer.
Eyes & Ears - we’re on the lookout for new laws, tax deductions, best practices, and fresh ideas to help business owners like you.
What working together looks like:
Go from in-the-weeds to talking shop.
Drop all your receipts and say PROFIT!
Snap photos & forward receipts
We’ll automate what we can and set up routines so you don’t collect piles of receipts or lose important data.
email us questions as they come up
Do you ever stay up worrying about your business? You’re allowed to ask us those questions.
Receive management reports & CFO insights
Along with the financial reports, you’ll get a big picture view of the results and advice on your taxes.
meet regularly for financial coaching
You’ll understand your business from the financial perspective.
What my clients are saying:
Any questions?
Here’s what others have asked before working together.
+ How do I know if KIS is the right accounting firm for my company?
At a minimum, you need a financial partner who knows their stuff. I’ve got the experience, degrees, and certifications. In addition, KIS has the structured workflows, procedures, and capacity to deliver consistently.
But, that’s not what would make me a good partner for you. It comes down to fit. That’s why we start with a virtual meeting and usually a project before we jump into monthly services.
+ How much should I spend on accounting and taxes?
There isn’t a “right” amount to spend, but I can provide context. Depending on your years in business, revenue, and needs, the cost is usually between 1-5% of revenue. If you are a start-up and have little revenue, it could be closer to 10%.
What you spend on financial services is an investment in your business. According to Xero, businesses that work with an accountant increase their net profit 23% faster than businesses that don’t. >>> Keep in mind, that’s after paying for their services!
Small businesses spend a higher percentage on financial services. Once a company has about $20-25 million in revenue, they usually have full-time accounting staff and the total expense is down to 1%.
+ There’s a lot of other accounting services out there. What does KIS do differently?
All of my services include ongoing support and review notes - these are premium services that help businesses address issues before they become problems. Roughly 75% small business owners agree that they feel more successful working with a financial pro [source: Intuit] and having access to them to answer any questions is one of the most sought after services.
+ I don’t think I have time for this?? How much of my time will this take each month?
That’s the whole point, right?! We’ll do all the heavy lifting and will need only a couple of hours of your time each month. Most of it will be for our meeting. Other than that, it’s sending in your documents (which we’ll automate and set up routines for as much as possible), and asking questions. While we are getting started, we may need more of your time.
We’ve designed our services to require minimal input from you. You’ve got a business to run and that’s where you should be!
+ My books are a mess. Do I need to get them cleaned up before we work together?
Nope. That’s really normal, actually. We’re used to tidying up books. It’s part of the getting-to-know each other process. If you have books, we’ll start with an Initial Review so we know exactly what you need. If you don’t have books, we’ll set them up.
+ Do you offer sales taxes, payroll, cost analysis, etc?
If it deals with business numbers or taxes, we can probably help. we offer everything just listed, plus more. If you need something not mentioned, just ask. Even if we can’t help, we’ll point you to someone who can.
+ Do you only offer monthly services?
We’ve been doing this long enough to know that you’ll get the best results by working together throughout the year. We need to be in the loop and have up-to-date, accurate information. A monthly services agreement also means you can budget for our services and won’t get any surprise bills.
+ What’s the best way to reach you?
Email, please! We’ll get back to you within one business day. If you need help right away, put URGENT in the subject line.
Check out more FAQ’s here
Make bank, stress less, and do what you love.
KIS can help. All you need to do is…
Reach out today.
