Member of Russell Bedford International, a global network of independent professional service firms.
Member of Russell Bedford International, a global network of independent professional service firms.
That’s exactly why our process begins with an initial meeting, which we call our discovery phase. We discuss your unique needs, goals, and challenges while getting to know your team as you do the same with us. In this early stage, you’ll learn about our team and decide if Cray Kaiser is the right fit for you.
When we roll up our sleeves and dig deep into the financials, we best understand your business and the plan to move forward so you can meet your goals.
We offer an optional onboarding service as a one-time fee for new clients involving a comprehensive internal system review and a detailed recommendations engagement. Our team will conduct an in-depth analysis of your current processes by meeting with key personnel to understand their roles, responsibilities, and the applications they use. We will also highlight critical controls within your accounting system. Following these meetings, we will examine your accounting software, generate essential reports, and analyze your existing chart of accounts. Upon completion, we will provide an executive summary that includes our findings and any recommendations.
Coordinate Tax Planning*
Dedicated Team of 3
*Tax planning and preparation under separate engagements
$1,200/month Base Investment
Fee arrangements are subject to change
Packages can be customized for Quarterly or Semi-annual services
$1,700/month Base Investment
Fee arrangements are subject to change
Quarterly Consultations to Review Results and Trends**
**Includes 1 hour consultation meeting
***Additional annual setup investment for budgets and forecasts
$2,800/month Base Investment
Fee arrangements are subject to change
