PACKAGES
S.J. Accounting offers affordable solutions to help you reach your financial goals. Select from our packages below or schedule a consultation to develop a customized plan to meet your unique needs.
Advisor
Package
Included Services
✓ Bookkeeping
✓ Tax Prep
✓ Limited Tax Planning
✓ Meeting 1X Per month
✓ On-Demand Support
​
Optional Add-Ons
Tax Planning
Annual Budget
Monthly Budget to Actual
Loan Assistance
Payroll If applicable
Limited Modeling
Customized Reports
AP Tracking
AR Tracking
Job Costing
Tracking Employee Reports
Virtual Controller Package
Included Services
✓ Bookkeeping
✓ Tax Prep
✓ Tax Planning
✓ Annual Budget
✓ Monthly Budget to Actual
✓ Meeting 1X Per month
✓ On-Demand Support
Optional Add-Ons
Loan Assistance
Payroll If applicable
Limited Modeling
Customized Reports
Job Costing
Tracking Employee Reports
AP Tracking
AR Tracking
​
Virtual CFO Package
Included Services
✓ Bookkeeping
✓ Tax Prep
✓ Tax Planning
✓ Annual Budget
✓ Monthly Budget to Actual
✓ Meeting 1X Per month
✓ Loan Assistance
✓ Payroll If applicable
✓ Limited Modeling
✓ Customized Reports
✓ Job Costing
✓ Tracking Employee
✓ On-Demand Support
​
Optional Add-Ons
Extensive Modeling
Financial Statement Package
Tax Resolution
AP Tracking
AR Tracking
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