Our Silver plan is designed for organizational owners and leaders who want to get more out of their financial statements, gain deeper insight into their organization’s health, and identify opportunities for growth. With training on how to read and understand your financial statements, advanced dynamic reporting, and a monthly video giving you insight into the health of your organization, this plan is for the organization that is looking to move beyond compliance and towards growth.
Client dashboard for centralized & secure communication & collaboration
Paperless expense and receipt processing
Secure & streamlined electronic payment of your vendors, contractors, & employees
Timely and accurate month-end reports
Tax-ready financials at year-end
Prompt & courteous support from QuickBooks ProAdvisors
Coaching on how to gain greater insight into your financial information
Advanced dynamic reports with up to 10 monitored metrics and KPIs determined, tracked and interpreted.
Monthly video explanation and Q&A about financial reports
Books brought up to date weekly for real-time visibility
– Cashflow management including a 6-week rolling forecast so that you always know the future impact of financial decisions
– A 3-year rolling forecast of your financial statements including actual versus forecast reporting.
Monthly virtual meeting with a business coach
Bookkeeping + Financial Analysis & Insight
by the 15th of the month
Monthly rate above does not include initial setup and consultation. These services are quoted separately upon completion of discovery process. 1099s are billed separately as an annual service.
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Theo Gilbert-Jamison, Chief Executive Officer of Performance Solutions by Design
“Your team is so incredible! You are very professional, very accurate in your work, and always proactive in helping your clients be better.”
Mike Lauter, operations director of First Presbyterian Church of Douglasville
“Having SBS help us transition to the cloud has been tremendous. It has also been a savings in cost. They have also helped us significantly reduce our paper usage.”
Kevin Caiaccio, owner of The Caiaccio Law Firm, LLC
“We handle a lot of client’s money – sometimes tens of millions of dollars. Knowing that you are accounting for it on a weekly basis helps me sleep at night.”
Roy Smith, owner of RA Asphalt
“When you guys first came, I was overwhelmed administratively. Things were chaotic. You guys came in with a game plan. It was a breath of fresh air.”
Let us help you transform your business and simplify your accounting.