Premium Package

Gain a Full-Service Outsourced Accounting Department

 

You’re at a crossroads: Do you hire accounting staff or outsource?

If you’re here, congratulations on your success to this point! Your business has grown significantly, and so have your bookkeeping needs. Maybe you:

  • Work with multiple subcontractors and vendors and have a large number of customers/clients
  • Need more frequent management of cash flow, accounts receivable (A/R), and accounts payable (A/P)
  • Are a “bigger” small business but not big enough to hire an internal CFO/Controller

It’s a lot to keep track of, and you can’t afford to miss anything that could subject your company to financial and compliance risks! But accounting is not a wise use of your or your team’s time.

Photo of clouds around a mountain that's covered with trees

Enjoy the best of both worlds with an external accounting team

 

When you partner with Details Matter Bookkeeping & Advisory, we will provide the same comprehensive, hands-on accounting and bookkeeping services as an internal team or CFO (maybe even better, thanks to our diverse team and experience). With us as your full-service outsourced accounting department, you’ll enjoy:

        • Peace of mind knowing every bill will be paid on time and payments will be collected faster
        • Seamless integration—we’ll be an extension of your team when contacting vendors and customers
        • CFO-level service and availability for your regular questions or concerns 

We understand what it’s like to handle everything because we’ve been there. We don’t just manage your accounting—we support you in running your business by giving you the freedom and knowledge to do so!

Premium Package Details

Rest assured that all aspects of your books will be taken care of weekly, giving you access to the most updated information and helping you boost your profitability. As a Premium client, you’ll enjoy all the benefits of the Essential and Growth packages, plus: 

  • Weekly bookkeeping services
  • CFO-Level Service with Monthly Check-ins

Accounts Receivable (A/R)

  • Invoice creation and delivery to customers
  • Weekly A/R monitoring (i.e., sending reminders and statements)
  • Recommendations for collecting overdue payments

Accounts Payable (A/P)

  • Weekly online bill pay with or without approval systems based on your needs
  • Autopay account management
  • Paperless bill/receipt system with attachments uploaded to QBO for easy access

Monitor Accounting Email

  • Weekly monitoring of an “accounting@yourbusiness.com” email
  • Customer communications: W9 requests, resending invoices, answering basic questions (we will forward to you if something needs your attention)
  • Vendor communications: W9 requests, managing autopay or ACH information, answering basic questions

Service Add-On’s

Welcome to the Paperless Era!

Are you struggling to manage your bills and receipts? Simply:

  • Snap a photo, forward an email, or upload a pile of scanned invoices
  • Sit back while we attach every receipt to its corresponding expense in QuickBooks Online
  • Never go digging through file cabinets or boxes again!

Advanced Tracking

Whether you have multiple locations, properties, or distinct business segments, our Advanced Tracking service ensures that your financial data is organized and classified according to your unique needs.  For our Premium clients, this can include job-costing where we track and allocate expenses to specific projects or jobs, allowing you to accurately measure profitability, identify cost drivers, and make informed decisions to optimize project performance.

Sales Taxes

If you are required to remit sales tax on goods or services you sell, you will need to complete sales tax returns. To make your life easier, we can do this for you, which will save you time and give you the peace of mind that they are being completed correctly.

Business Referrals

Not to brag or anything, but…we know people.  We have relationships with several qualified and amazing CPAs in the area and we are happy to provide referrals to them for our clients. We also have referrals for all kinds of other business needs like payroll and marketing. Feel free to ask us about anything personal you are looking for as well—we have clients that are dog walkers, bakeries, local retail, etc.

Ready for full-service accounting management?