What is included in the OTM Bookkeeping model:

  • Financial Clean up

    Clean up your books, establish a customized chart of accounts, & ensure you’re set up correctly.

  • CFO Duties

    Provide an in-depth analysis of your financial situation & accounting system.

  • Tax Reduction Plan

    Collaborating with your Tax Professional, we will help create a comprehensive tax reduction plan. You deserve to keep more of what you earn.

  • On The Money Bookkeeping

    Excellent bookkeeping every month, keeping you up to date, prepared, & informed.

  • Payroll Assistance

    Assist with setting up your payroll with the service provider of your choice, run it for you, or equip your team to manage it.

  • Tax Payments

    Will pay your taxes throughout the year according to your tax plan — eliminates year-end surprises. Never overpay or build a huge tax bill.

  • Financial Reporting

    Provide monthly/quarterly comparative reports & Dashboards for key performance indicators (KPIs).

  • Strategic Insight

    Meet before year-end to ensure you are the most prepared to make an informed decision around potential investments, purchases, and strategy implementations.

  • Year-End Financials

    Will close your books & provide high level financial reports. We will also collaborate with your Tax Professional to prepare your taxes.

See Pricing