
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
