Accounting Plans
Get Strategic Financial Support that Works with Your Organization
Choose from tiers of service – the Core Plan, Premium Plan, and CFO Plan. Each tier is designed to meet the needs of your organization, by fitting your unique requirements and budget.
Hospice Plans
CFO Plan
Premium Plan
Core Plan
Accrual Based Accounting
Yes
Yes
Yes
Report Package Timing
By the 15th of each month
By the 20th of each month
By the 25th of each month
EMR Revenue & A/R Reconciliations
Monthly
Monthly
Monthly
Fiixed Asset Schedules Maintained
Yes
Yes
Yes
W9 Tracking & Vendor Compliance
Yes
Yes
Yes
Dedicated Account Manager
Yes
Yes
Yes
Annual CAP Report Preparation
Yes
Yes
Yes
Cost Report Coordination Through MVI
Yes
Yes
Yes
Email & Phone Support
Priority
Standard
Standard
Hospice Metrics Snapshot
Yes
Yes
No
Customized Executive Dashboards
Yes
Yes
No
Residence / Palliative Cost Center Tracking
Yes
Yes
No
Financial Clarity Meetings
Yes, Monthly
Yes, Quarterly
No
Audit Readiness
Yes
Yes
No
MVI Budget Development
Yes
No
No
Monthly Forecasting
Yes
No
No
Tax Planning
Yes
No
No
Board Representation
Yes
No
No
MVI Benchmarking Package
Yes
No
No
Left here for reference...
Core Plan
- Accounting (Cash Basis)
- Monthly Reconciliations
- Standardized Reporting by the 20th of each month
- Depreciation Schedules Maintained
- W9 Collections *1099 Processing Add-on
- Dedicated Account Manager
- Class/Job Tracking
- 3rd Party Integrations and Reconciliations
- 4 Sales Tax Returns Included
- QUARTERLY Strategic Meeting
- Annual Budget Preparation
- Monthly Forecasting
- Enhanced Monthly Reporting - Powered by Reach Reporting
- Customized Dashboards - Powered by Reach Reporting
- Board/Finance Committee Representation
Get on the Wait List
Best for Small Business Clients
Waitlist
Premium Plan
- Accounting (Cash or Accrual Basis)
- Monthly Reconciliations
- Enhanced Reporting by the 15th of each month
- Depreciation Schedules Maintained
- W9 Collections *1099 Processing Add-on
- Dedicated Account Manager
- Class/Job Tracking
- 3rd Party Integrations and Reconciliations
- 4 Sales Tax Returns Included
- QUARTERLY Financial Review and Tax Planning Meeting with Certified Public Accountant (CPA)
- Enhanced Monthly Reporting - Powered by Reach Reporting
- Customized Dashboards - Powered by Reach Reporting
- Annual Budget Preparation
- Monthly Forecasting
- Board/Finance Committee Representation
Get Premium Plan
Best for Established Businesses
CFO Plan
- Accounting (Cash or Accrual Basis)
- Monthly Reconciliations
- Enhanced Reporting by the 10th of each month
- Depreciation Schedules Maintained
- W9 Collections *1099 Processing is an Add-on
- Dedicated Account Manager
- Class/Job Tracking
- 3rd Party Integrations and Reconciliations
- 4 Sales Tax Returns Included
- MONTHLY Financial Review and Tax Planning Meeting with Certified Public Accountant (CPA)
- Enhanced Monthly Reporting - Powered by Reach Reporting
- Customized Dashboards - Powered by Reach Reporting
- Annual Budget Preparation
- Monthly Forecasting
- Board/Finance Committee Representation
Get on the CFO Plan
Best for Expanding Businesses & Nonprofits
Starting At
$750/mo
Core Plan (Waitlist)
Best for Small Business Clients
What's included?
- Accounting (Cash Basis)
- Monthly Reconciliations
- Standardized Reporting by the 20th of each month
- Depreciation Schedules Maintained
- W9 Collections - *1099 Processing
*Add-on - Dedicated Account Manager
- Class/Job Tracking
- 3rd Party Integrations and Reconciliations
- 4 Sales Tax Returns Included
- Quarterly Strategic Meeting
- Annual Budget Preparation
- Monthly Forecasting
- Enhanced Monthly Reporting - Powered by Reach Reporting
- Customized Dashboards - Powered by Reach Reporting
- Board/Finance Committee Representation
Starting at
$1,500/mo
Premium Plan
For Established Businesses
What's included?
- Accounting (Cash or Accrual Basis)
- Monthly Reconciliations
- Enhanced Reporting by the 15th of each month
- Depreciation Schedules Maintained
- W9 Collections - *1099 Processing
*Add-on - Dedicated Account Manager
- Class/Job Tracking
- 3rd Party Integrations and Reconciliations
- 4 Sales Tax Returns Included
- Quarterly Financial Review and Tax Planning Meeting with Certified Public Accountant (CPA)
- Enhanced Monthly Reporting - Powered by Reach Reporting
- Customized Dashboards - Powered by Reach Reporting
- Annual Budget Preparation
- Monthly Forecasting
- Board/Finance Committee Representation
Starting at
$3,500/mo
CFO Plan
Best for Expanding Businesses & Nonprofits
What's included?
- Accounting (Cash or Accrual Basis)
- Monthly Reconciliations
- Enhanced Reporting by the 10th of each month
- Depreciation Schedules Maintained
- W9 Collections - *1099 Processing
*Add-on - Dedicated Account Manager
- Class/Job Tracking
- 3rd Party Integrations and Reconciliations
- 4 Sales Tax Returns Included
- Monthly Financial Review and Tax Planning Meeting with Certified Public Accountant (CPA)
- Enhanced Monthly Reporting - Powered by Reach Reporting
- Customized Dashboards - Powered by Reach Reporting
- Annual Budget Preparation
- Monthly Forecasting
- Board/Finance Committee Representation
Additional services to support your team
Add-On
Accts Payable Management
- Streamlined payment processing and 100% paperless environment
- Enhanced internal controls and customized workflows.
- Expert support to ensure accuracy and cashflow maximization.
- powered by Bill.com
Add-On
Accts Receivable Management
- Streamlined invoicing processing
- Stay on top of customer payments
- Enhanced payment processing systems to increase cashflow
Add-On
Budgeting & Forecasting
- Strategic annual budget preparation
- Monthly forecasting
- Budget monitoring
- Proactive scenario planning
Add-On
Gusto Payroll Setup & Training
- Hands-off account setup
- Multiple guided training sessions
- Ongoing support for payroll questions and compliance
FAQs
We’re here to support you with a partnership focused on your goals.
Whether you’re focusing on your mission, helping patients, or growing your small business, we are here to listen. Contact our team to talk about how we can help you with a tailored financial strategy.