Perfect for the start-up or small business with a cash orientation. Online reports provide an overview of revenue, expense, and profit plus the ability to drill down to the account and transaction level. We capture transactions directly from your banks, merchant accounts, and credit cards. Our focus is on monthly account reconciliation and preparing tax-compliant financials. We work seamlessly alongside systems and services you choose to operate your business. Your businesses’ average monthly expenses determine this plan’s price.
As your company grows the Simple plan naturally scales up to Simple Plus. At any time, it’s easy to expand bookkeeping and accounting functions or add CFO and tax services. Examples of add-on services include but are not limited to payroll processing, payment processing, sales, and use tax filings, cash flow forecasting, budgeting, transition planning, and tax planning. During this period of growth and transformation, the Core Services, Quarterly Reviews, and Annual Planning process assure Fulcrum’s support remains closely aligned with your business vision and direction.
Our Select services build on Simple Plus features and upgrade to a richer accounting platform with all the bookkeeping, accounting, CFO, and tax support your business needs. It’s likely companies requiring this degree of complexity are already using QuickBooks or something similar. A Consultation will show ways outsourcing to Fulcrum Accounting will enhance financial controls, data security, reduce risks, step-up the value of information, expand knowledge and add depth of your team.