CRC

Accounting and finance are key to understanding your company’s numbers and how your business is performing. Use actionable insights to make better decisions.

One-time packages

Finance and Risk Management Landing Package

Coordinate establishment of legal entity with corporate counsel
Advise on income tax consideration for legal entity and intercompany agreements
Assist with securing insurance coverage for general liability, product liability, workers’ comp, directors and officers, and / or errors and omissions
Set up virtual office / mail service
Faciliate opening of US bank account and assist with KYC compliance

Accounting and Payroll Tech Stack Setup and Configuration

Setup cloud-based accounting solution and integration with scalable add-ons for HR / payroll, AP / AR, and expense reimbursement
Configure bank feed interface to accounting application(s)
Establish a mutually agreed upon chart of accounts and procedures for periodic accounting and close activities
Configure approval workflows for AP / AR, expense reimbursement, and hiring with self-onboarding for vendors and employees
Establish payroll / HR and / or employer of record function

Add-ons to Finance and Risk Management Landing Package

Establish stock administration setup via Carta and coordinate establishment of a stock incentive plan with corporate counsel
Facilitate import / export compliance and duty classification with broker
Assist with sales tax compliance program and setup
Assist with income and franchise tax compliance program, and coordinate income and franchise tax filings with tax specialists
Facilitate the implementation of employee benefits and retirement plans

Recurring service packages

Pricing is based on complexity and volume of transactions

Hindsight

Virtual Accounting Services Package

Start with recording financial transactions and preparing financial management reports.

Accounting and bookkeeping
Analysis of past financial data

Insight

Virtual Controller Services Package

Progress to understanding current financial conditions and monitoring your operations through financials metrics.

AP / AR Monitoring
Standard variance analysis
Payroll processing and filings
Sales tax oversight

Foresight

Virtual CFO Package

Lead with strategic finance and predict future financial trends.

Cash forecasting and scenario planning
KPIs and metrics
Tax strategies
Stock administration
Board reporting

	Virtual Accounting Service Package	Virtual Controller Package	Virtual CFO Package
Outsourced accounting and bookkeeping
Dedicated virtual accounting team
Chart of accounts	Standard	Customized	Customized
Accounting	Cash or limited accrual	Cash or accrual	Cash or accrual
Bill pay
Monthly reconciliations
Month-end close management
Review of accounting transactions and preparation of financial reports
Class / Segment / Location tracking
Semi-monthly or bi-weekly payroll runs
Payroll reconciliation
Finance meeting / Ad hoc hours with controller
Custom KPIs and metrics reporting
Cash forecast and planning

Add-ons to any recurring package

AP management
AR management
Spend management
Tax compliance