1. Day-to-day Bookkeeping

Starting at $9,500/year, scales with # of transactions

• Accounts Receivable: AI-assisted invoice matching and automated payment reminders

• Accounts Payable: Automated bill processing and intelligent payment scheduling

• Expense Categorization: AI-powered classification with continuous learning

• Revenue Recognition: Automated revenue recognition

  
  

2. Monthly Accounting

Starting at $17,500/yr, scales with # of transactions

• Reconciliation: AI-driven bank and balance sheet reconciliations

• Month-End Close: Automated procedures with human oversight

• Financial Reporting: AI-generated reports including:

  • Balance Sheet

  • Income Statement

  • Cash Flow Statement

  • Custom KPI Dashboards

    
    

3. Strategic Finance

Starting at $15,000/yr, scales with business complexity

• Forecasting: Predictive analytics for financial trends and outcomes

• Performance Tracking: Real-time monitoring against budgeted goals

• Advanced Analytics:

  • CAC / LTV analysis

  • Contribution margin drill-down

  • Profitability review by channel

  • Inventory optimization recommendations

• Scenario Planning: "What-if" analysis and decision support

  
  

4. Tax Optimization

Starting at $2,500/year

• Tax Filing: Preparation and filing of tax returns

• Tax Calculations: Real-time tax computation based on current laws

• Sales Tax Compliance: Multi-state sales tax management for e-commerce

• Tax Planning: Proactive strategies to minimize tax liability

  
  

5. Data Science Services

• Inventory Management: AI-powered demand forecasting and stock optimization

• Fraud Detection: Advanced anomaly detection for financial transactions

• Cash Flow Management: Predictive cash flow forecasting and optimization

• Pricing Strategy: AI-assisted pricing optimization for e-commerce products