If you are ready to transform and scale your business, this package might be right for you. With the use of technology, we help you reach the next level.
This plan is great for companies whose finances have grown in complexity to the point where you now need to make strategic decisions and invest in technology to meet the growing demand. Every month, we will work with you to ensure you are on track with your financial strategy and scaling your business sustainably.
If you are trying to find processes to help build and grow your business, this package is for you. We can advise you on getting your business automated and streamlined.
This plan is best suited for entrepreneurs who are growing. Your business is stable, but you need to put a strategy to scale your business. Getting your internal processes automated, streamlining accounting tasks, and forecasting operations via quarterly meetings would be most helpful for you at this stage.
If you are working for your business versus your business working for you, this is for you. We can help you improve your internal processes and monitor your tax reporting operations.
This plan is best for the entrepreneurs getting their business off the ground. You are focused on your business generating more revenue and finding more freedom at this stage. We can help you by getting your business onto cloud technology and assisting with completing your accounting obligations.
| Services | Propel90™ | Propel180™ | Propel360™ |
|---|---|---|---|
| Method | Reactive | Proactive | Advice & Implement |
| On-Boarding Time Frame | 4 weeks | 6 weeks | 8 weeks |
| Cloud App Assessment & Implementation | ✔︎︎ | ✔︎ | ✔︎ |
| Virtual Bookkeeper | ✔︎ | ✖︎ | ✖︎ |
| Virtual Controller | ✖︎ | ✔︎ | ✖︎ |
| Virtual CFO / CPA | ✖︎ | ✖︎ | ✔︎ |
| Software Subscriptions | ✔︎ | ✔︎ | ✔︎ |
| Paperless Bill & Expense System | ✖︎ | ✔︎ | ✔︎ |
| Reconciliation of Accounts | ✔︎ | ✔︎ | ✔︎ |
| Tax & Other Filling Preparation | ✔︎ | ✔︎ | ✔︎ |
| Annual Tax Filing | ✔︎ | ✔︎ | ✔︎ |
| Financial Analysis Reporting | Annual | Quarterly | Monthly |
| Budgeting & Forecasting | ✖︎ | Quarterly | Monthly |
| KPI & Health Check | ✖︎ | Annual | Quarterly |
| Tax Planning & Scenario Analysis | ✖︎ | Annual | Quarterly |
| Custom Financial Reports | ✖︎ | Annual | Quarterly |
| Semi-Annual Business Review Meeting | ✖︎ | ✔︎ | ✔︎ |
| Investment Planning For Growth & Value | ✖︎ | ✔︎ | ✔︎ |
| Remote Cloud Support | ✔︎ | ✔︎ | ✔︎ |
| Unlimited Support | ✖︎ | ✔︎ | ✔︎ |
| Priority Support | ✖︎ | ✖︎ | ✔︎ |
If a client requires additional bookkeeping or accounting housekeeping services, we can offer them as an add-on to your service package.
We can assist with building an intertwined and cloud-based payroll system that includes automated tax payments and employee onboarding.
Our core focus is on innovation such as artificial intelligence, synthetic biology, and Quantum computing balance against a portfolio of asses with a 5-8% yield.
Building The Foundation For Success
Through a discovery call, we will learn about you and the inner working of your business to get a clear picture of how we can best serve you.
Here, we discuss what is included in each of our Propel Solution Packages and develop a proposal with how we can help and at what cost.
By implementing your Propel Solution plan, you will discover a greater capacity to grow your business and enhanced contentment as an entrepreneur.
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