Our Package Services
Taking Your Business to the Next Level
Basic - $379
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Cash Basis Accounting
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Financials Provided By: 15th
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Bank & Credit Card Connections - 4
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Quarterly Call
Core - $499
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Modified Accrual Accounting
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Financials Provided By: 10th
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Bank & Credit Card Connections - 4
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Monthly Call
Advanced - $899
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Accrual Accounting
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Financials Provided By: 10th
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Bank & Credit Card Connections - 6
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Monthly Call
Included in All Packages:
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Initial set-up is free and simple
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Monthly financial analysis email
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Franchise required reporting
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Landlord required reporting
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1099 management and filing
* Discounts available for franchisees
* Discounts available for multi-unit business owners
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Other Available Services:
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Clean-up Services - $249 per month
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Billpay - Pricing based on expected usage
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Consolidated Financial Statements - Pricing based on complexity of consolidation
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Personal Property Tax - $25 per month
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Sales Tax (limit 1 jurisdiction) - $50 per month
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Financial Statements - Provided 5 business days earlier than noted above - $50 per month
Fractional CFO Services
Starting at $1,750 per month
Pricing based on the project or engagement. Examples of fractional CFO services include, but are not limited to:
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Financial Planning and Analysis (developing financial forecasts and projections, creating budgets and financial models)
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Cash Flow Management
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Strategic Financial Planning (developing long-term financial strategies aligned with business goals, assessing the financial implications of strategic decisions)
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Financial Reporting and Analysis
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Budgeting and Forecasting
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Risk Management
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Financial Systems Implementation
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Board and Investor Relations
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Mergers and Acquisitions Support
Fractional Controller Services
Starting at $1,000 per month
Pricing based on the project or engagement. Examples of fractional controller services include, but are not limited to:
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Historical Clean-Up Services
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Financial Reporting and Analysis
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Accounts Payable and Receivable Management
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Internal Controls and Compliance
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Budgeting and Forecasting
About Us
Expertise That You Deserve
At Carter Accounting and Advisory Solutions, we focus on the relationship. We take the time to get to know you and understand what your goals are. We will learn your business and strive every day to be the trusted advisor you deserve, regardless of how large your business may be.
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You will work directly with a seasoned finance professional that has more than 20 years in the finance and accounting space. 10 years working in public accounting, 10 years working closely with franchisees and small business owners throughout the country, and most recently serving as the as the Chief Financial Officer for a $130+ million company.
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We look forward to applying our wide array of experiences to help you maximize your business's potential and achieve your goals.
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