C. O. A. S. T.

Consulting | Operations | Accounting | Systems | Training

Consulting

Identifying strengths and weaknesses from a business owner's perspective, and offering solutions for more streamlined performance.

Operations

Developing processes and procedures to elevate performance and support healthy business growth opportunities.

Accounting

Utilizing and prioritizing healthy accounting practices to streamline business decisions and ease the burden of tax season.

Systems

Implementing customized systems that support the needs of a business and allows the team to work smarter, not harder.

Training

Educating the organization on new areas of operation to establish efficiency and effectiveness.

Packages & Pricing

Basic Package

  • Bookkeeping

    • Transaction management

    • Account reconciliation

    • Accounts payable

    • Accounts receivable

    • Monthly reporting

    Operational Processes & Procedures

    • Inventory management

    • Administration

    • Human resources

    • Sales

    • Staff duties

    • Time management

    Payroll

    Training

    • Formal staff training on SOPs

    • Generating SOP manuals

  • Strategy meetings

    SWOT analyses

    Finance meetings

$310

per month

Standard Package

  • Bookkeeping

    • Transaction management

    • Account reconciliation

    • Accounts payable

    • Accounts receivable

    • Monthly reporting

    Operational Processes & Procedures

    • Inventory management

    • Administration

    • Human resources

    • Sales

    • Staff duties

    • Time management

    Payroll

    Training

    • Formal staff training on SOPs

    • Generating SOP manuals

  • Strategy meetings

    SWOT analyses

    Finance meetings

  • Accounting

    • Prior bookkeeping cleanup and restructuring

    • Chart of accounts setup

    • Asset recognition

    • Budgeting

    • Financial analysis

    • CPA mediation

    • Year-end preparation

    • 1099s

    Compliance

    • Sales tax

    • Annual and quarterly filings

    Systems

    • Setting up software and technology

    • Researching available software and technology

    • Building spreadsheets and tools

$760

per month

Premium Package

  • Bookkeeping

    • Transaction management

    • Account reconciliation

    • Accounts payable

    • Accounts receivable

    • Monthly reporting

    Operational Processes & Procedures

    • Inventory management

    • Administration

    • Human resources

    • Sales

    • Staff duties

    • Time management

    Payroll

    Training

    • Formal staff training on SOPs

    • Generating SOP manuals

  • Strategy meetings

    SWOT analyses

    Finance meetings

  • Accounting

    • Prior bookkeeping cleanup and restructuring

    • Chart of accounts setup

    • Asset recognition

    • Budgeting

    • Financial analysis

    • CPA mediation

    • Year-end preparation

    • 1099s

    Compliance

    • Sales tax

    • Annual and quarterly filings

    Systems

    • Setting up software and technology

    • Researching available software and technology

    • Building spreadsheets and tools

$1,590

per month

Contact Us for a Complimentary Consultation

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