Small Business Plans
Get Strategic Financial Support that Works with Your Business
Choose from tiers of service – the CFO Plan, Premium Plan, and Core Plan. Each tier is designed to meet the needs of your organization, by fitting your unique requirements and budget.
Plans
Core Plan
Premium Plan
CFO Plan
Cash / Accrual Based Accounting
Report Package Timing
By the 25th of each month
By the 20th of each month
By the 15th of each month
Fixed Asset Schedules Maintained
W9 Tracking & Vendor Compliance
Dedicated Account Manager
Email & Phone Support
Standard
Standard
Priority
Business Metrics Snapshot
Customized Executive Dashboards
Financial Clarity Meetings
Quarterly
Monthly
Budget Development
Monthly Forecasting
Board Representation
Hospice Plans:
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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
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
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.