Summit Services and Pricing

Our pricing policy is fixed.

Your quote is not an estimate.  We learn what you need and then use specific criteria to itemize a set price.  When you receive a quote from one of our authorized representatives, this price is all-encompassing, and unless circumstances change, there will be no hidden costs or miscellaneous fees.

We price weekly so as to be treated as a member of your team, not simply another vendor you work with. Your employees won't increase their rates like a vendor might, and neither will we. We're not a traditional accountant that you see once per quarter or once per year. We're an extension of your team!

Virtual CFO Pricing Levels

The below value levels indicate how we typically structure relationships with our clients. Each row is à la carte, meaning we can customize our plans specific to you and your company's needs. Note the average price ranges for each level. We can offer you a clear, customized plan in just a one hour phone conversation, where we'll ask you questions about your business, your goals, and your budget. Schedule a call with us. (add link to contact us)

(COMPANIES: Insert Pricing Chart with “Learn More” links to each specific Service Page

 

 

  • Typical Client Size
  • Service Description
  • Onboarding Period*
  • Month-End Close
  • Financial Statements Includes income statements, balance sheets, industry financial comparisons and more. Prepared by the 10th of each month.
  • Scheduled Meetings 80% of our clients are virtual. We converse regularly over shared-screen meetings, video and phone chats, and email.
  • Online Support Support via phone, email and Slack.
  • Company-Wide KPIs Everyone else provides boring, accounting KPIs. We do that too, but we'll also work with you to report on the numbers you and your team really care about, like "number of calls needed to get a sale," "revenue per employee" or "average service client margins."
  • 12-Month Forecasting What sets us apart! We take your financial statements and plug them into a 12-month forecast to see how they'll be impacted in the future.
  • Revenue Recognition
  • Incentive Plans
  • Performance by Project
  • Team Member Performance
  • Department Performance
  • Customized Dept Reports
  • Bank Relationships We'll be your main point of contact and chief advocate for any credit increases or additional financing your business may require. We can also help during M&A activity.
  • Director Meeting
  • Resource Planning Outside of the reports referenced below in the WIP, we can work closely with your Ops person to help with resourcing.
  • Individual Tax Return Note: Individual tax returns are only prepared for company shareholders.
  • Business Tax Return
  • Other Bus. Tax Returns Tax returns for property, sales and excise taxes.
  • Tax Planning/Projections Handled on a regular basis, throughout the year to avoid surprises.
  • Need Day-to-Day Help?
  • Paying Bills Typically known as 'Accounts Payable.'
  • Invoicing Clients Typically known as 'Accounts Receivable.'
  • Cash Flow Management Cash flow meetings are conducted weekly for about 30 minutes with one of our accounting team members to go over the short-term cash flow (2 to 6 weeks).
  • Payroll & Contract Mgmt
  • Employee Exp Tracking

Onboarding
$18000**

 DIY

  • Under $1M in Revenue
  • Proactive Lite
  • 6 Weeks
  • Annually
  • Quarterly
  • Limited
  • Templated
  • Templated
  • Optional
  • Optional
  • Optional
  • Optional
  • --
  • Not Available
  • Not Available
  • Not Available
  • Not Available
  • Not Available

AVERAGE
$380/WEEK

 TRANSACTIONAL

  • Under 10 Employees
  • Reactive
  • 4 Weeks
  • Up to 1x/Month
  • Unlimited
  • Optional
  • Optional
  • Optional
  • Optional
  • --
  • A La Carte
  • A La Carte
  • A La Carte
  • A La Carte
  • A La Carte

AVERAGE
$1000/WEEK

 CONTROLLER

  • 10-20 Employees
  • Proactive
  • 6 Weeks
  • Up to 2x/Month
  • Unlimited
  • Optional
  • Optional
  • Optional
  • Optional
  • --
  • A La Carte
  • A La Carte
  • A La Carte
  • A La Carte
  • A La Carte

AVERAGE
$1500/WEEK

 VIRTUAL CFO

  • 20+ Employees
  • Strategic
  • 8 Weeks
  • Up to 6x/Month
  • Unlimited
  • Optional
  • Optional
  • Optional
  • Optional
  • --
  • A La Carte
  • A La Carte
  • A La Carte
  • A La Carte
  • A La Carte

*Onboarding: our team works hard to get caught up with your existing processes. We're looking at your past books, we're building a forecasting model and set of KPIs, and we're doing an audit of your financial statements / chart of accounts to make sure we're all on the same page and getting started on the right foot. Due to increased man hours those first few weeks, our published fees are 2X during each level's respective onboarding period.

**DIY Service: Due to numerous requests, we've rolled out a new program to service smaller agencies under $1M in annual revenue. We call this plan DIY (Do it Yourself). During the first 6 weeks, we take a deep dive into your financial statements and restructure them to conform with industry standards. We create a 12 month forecast and a 6 week forecast to manage yourself and handle short and long term cash flow. We'll also indentify the four metrics you'll need to focus on in order to successfully grow your business.

After onboarding, you'll use our templates and take it from there. On a quarterly basis we'll meet with you to answer any questions and make sure you're on pace to achieve your goals. We'll put together a tax planner and projections in the fourth quarter and prepare your business and individual tax returns at the end of the year.

Cost of this service is $3000/week during the 6 week onboarding process, and $9000 annually due on the first of the year.