Accrual
Partner with Proxy
At Proxy, we understand that every business is different. That's why we offer a wide range of accounting services to suit your needs. From bookkeeping and tax preparation to full-service support, we have a solution for you.
Partnership
For businesses wanting a CFO in their back pocket
Starting at $3,950/mo
Accrual Basis Bookkeeping
All Support Level Offerings
Annual Budgeting
Monthly Financial Reviews
KPI / Financial Reporting
CFO Advisory Access
Support
For businesses needing help getting to the next level
Starting at $1,695/mo
Quarterly Financial Reviews
Accrual Basis Bookkeeping
AR / AP Management
Accrual Basis Bookkeeping
Inventory Management
Essential
For anyone looking to outsource their bookkeeping
Starting at $765/mo
Cash Basis Bookkeeping
Monthly Reconciliations
Year-End Overviews
Included Services
Accounting Method
Bookkeeping (Monthly Reconcialitons)
Year-End Financial Statements
Bill Pay Services (AP Management)
Invoicing (AR Management)
Prepaid Support
Fixed Asset Support
Payroll Services
Cash Flow Forecasting
Sales Tax Filing
Corporate Tax Return
Partnership
Support
Accrual
Essential
Cash
Add - On Support
Quarterly Tax Estimates (Pass Through Entites)
Inventory Management
Annual Budget Preparation
Key Performance Indicator / Financial Reporting
Corporate Tax Solutions
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Optional
Default Cadences
Bookkeeping Support
ME Close Date
Response Time
Dedicated CFO (Bucket of Hours)
Financial Review
Tax Planning Call
Unlimited
1st – 10th
Direct Message
Unlimited
Monthly
Quarterly
Unlimited
Choice
24 Hours
8 Hours
Quarterly
Semi-Annual
Unlimited
Assigned
72 Hours
3 Hours
Annual
As needed
Technology Management
Accounting Software (QBO*)
Data Backup (QBO Rewind*)
Encrypted Share Portal
AR/AP Management System (Melio*)
Payroll Services (Gusto*)
Inventory Management System (Cin7*)
Slack Access
Fathom HQ
* Example Applications – We work with numerous solutions for each phase of the game. Ask us about our
complete listing of recommended and approved software partnerships.
Meet Your New Team
Remote Accounting
Specialist
Client Account
Manager
Corporate Vision
Director
Client Account
Manager
Corporate & Personal Tax Consultant
Remote Accounting
Specialist
Client Account
Manager
Corporate Vision
Director
Client Account
Manager
Corporate & Personal Tax Consultant
Remote Accounting
Specialist
Client Account
Manager
Corporate Vision
Director
Client Account
Manager
Corporate & Personal Tax Consultant
Partnership
For businesses wanting a CFO in their back pocket
Starting at $4,950
Accrual Basis Bookkeeping
All Support Level Offerings
Annual Budgeting
Monthly Financial Reviews
KPI / Financial Reporting
CFO Advisory Access
Accounting Method: Accrual
Bookkeeping (Monthly Reconcialitons)
Year-End Financial Statements
Bill Pay Services (AP Management)
Invoicing (AR Management)
Prepaid Support
Fixed Asset Support
Payroll Services
Cash Flow Forecasting
Sales Tax Filing
Corporate Tax Return
Support
For businesses needing help getting to the next level
Starting at $1695
Accrual Basis Bookkeeping
AR / AP Management
Inventory Management
Quarterly Financial Reviews
Accounting Method: Accrual
Bookkeeping (Monthly Reconcialitons)
Year-End Financial Statements
Bill Pay Services (AP Management)
Invoicing (AR Management)
Prepaid Support
Fixed Asset Support
Payroll Services
Essential
For anyone looking to outsource their bookkeeping
Starting at $765
Cash Basis Bookkeeping
Monthly Reconciliations
Year-End Overviews
Accounting Method: Cash
Bookkeeping (Monthly Reconcialitons)
Year-End Financial Statements
Schedule Your Free Consultation Today
Submit the attached form and immediately schedule a consultation to discuss a custom plan tailored to your company's needs.
Offices located in:
Seattle, WA
New Orleans, LA
Charleston, SC
Richmond, VA
