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WHAT WE OFFER

RETAINER SERVICES

  • Accounting System Set-Up

  • Bookkeeping

  • Monthly Account Reconciliation

  • Discounted Annual Tax Filing

  • Tax Compliance

  • Regular Meetings

  • Budgeting

  • Quarterly Tax Reporting

  • Accounts Receivable: Invoicing

  • Strategic Planning

  • Payroll

  • Cash Flow Management

  • Accounts Payable: Bill Pay

  • Project Tracking

  • Tax Planning

  • Outsourced CFO

INDIVIDUAL SERVICES

  • Accounting System Clean-Up

  • Accounting System Set-Up

  • Budget Creation

  • Consulting

  • Copyright Filing

  • Excel Workbooks

  • Grant Writing

  •  Income Tax Prep/Filing

  •  License/Compliance Filings

  • Lean Business Plans

  • New Entity Registrations

  • Payroll

  • Project/Grant Management

  • Sales Tax and Other State Tax Reporting

  • Strategic Business Plans

  • Tax Planning

  • Trademark Filing

RETAINER SERVICES

Accountant

Level

For companies who need the base accounting, bookkeeping, and tax management

CORE

Starting at $150

Controller
Level

Ideal for organizations that just need the basics (Accountant)

For companies who want the basics, but are also looking for business strategy for organization, growth, and accelerated performance

DELUXE

Starting at $150

Starting at $250

CFO
Level

For companies who want everything of from core and deluxe, but also want hands-on financial management, insight, and strategic planning.

ELITE

Starting at $500

Personal and business one-time services and retainer add-ons for tax, business, and accounting needs.  Prices vary by size, detail, and overall need.

INDIVIDUAL SERVICES

FINANCE & ACCOUNTING
 
  • Accounting System Clean-Up

  • Accounting System Set-Up

  • Budget Creation

  • Financial Consulting

  • Grant Writing

  • Payroll

  • Project/Grant Management

  • Workflow Design and Implementation

BUSINESS OPERATIONS
 
  • Lean Business Plans

  • Strategic Business Plans

  • Custom Excel Workbooks

  • Business Consulting

  • Workflow Design and Implementation

BUSINESS ORGANIZATION
 
  • Licensing & Compliance Filings

  • Copyright Filing

  • LLC and Corporate Business Registrations

  • Business Consulting

  • Trademark Filing

TAX PREPARATION AND FILING
 
  • Income Tax Prep & Filing

  • Sales Tax Reporting

  • Payroll Tax Reporting

  • Property Tax Reporting

  • Tax Planning
     

TESTIMONIALS

Testimonials

Crunch Financials has done exceptional work for my family.  They are very knowledgeable, our taxes are always done in a timely manner, without error, and the budgets they have created for us have been outstanding.

Woodard, Tax & Accounting

Contact Us

Location: USA Offices: DC & MD | Email: connect@crunchfinancials.com |Phone: 301-260-5382

Office Hours: 

M W F: 10am - 4pm |  ​​Tu Th: 10am - 6pm
Sat: Appt Only

Sun: Closed

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