Devereaux & Co
aCCOUNTING MADE EASY
Simplify your accounting and tax management with Devereaux & Co’s Subscription Operating System. Select the plan that fits your business needs and get started with seamless onboarding today.
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1
Automated Onboarding
Quick signup through our secure portal with instant workflow activation.
2
Integrated Billing
Monthly invoicing and payment processing synced with QuickBooks Online.
3
Dedicated Support
Access to our support request form and priority assistance when you need it.
RD
"Our goal is to make subscription‑based accounting effortless for clients. With this system, you’ll spend less time managing invoices and more time focusing on your business growth."
Ross Devereaux, CPA
Plans
All Plans
Predictable monthly support designed around the needs and complexity of your business.
+ $605 onetime setup fee
Small businesses that need dependable bookkeeping, reconciled accounts, accurate financial statements, and periodic access to a CPA.
Bookkeeping and monthly accounting
QuickBooks Online account maintenance
Monthly bank and credit card reconciliations
Review and classification of transactions
Monthly profit and loss statement and balance sheet
Monthly cash summary
Review of unusual or unidentified transactions
Quarterly 30-minute financial review meeting
Standard email and telephone support
Coordination with the client's tax preparer
Business structure:
One business entity and one operating location
Transaction activity:
Up to approximately 200 monthly transactions
Financial accounts:
Up to three bank, credit card, or loan accounts
Accounting complexity:
Cash- or modified-cash-basis accounting
Excluded complexity:
No inventory, job costing, or complex intercompany accounting
Month-end financial statements are targeted for completion by the 20th of the following month, provided required information is received on time and the accounting records are reasonably current.
The fees shown are starting prices. Final fixed monthly pricing is established after reviewing transaction volume, number of accounts and entities, payroll activity, reporting requirements, industry complexity, condition of the records, and the level of management support required.
This service overview is not an engagement letter. The final scope, responsibilities, timing, and fees will be documented in a separate written agreement.
Predictable monthly support designed around the needs and complexity of your business.
+ $1,550 onetime setup fee
Growing businesses that need more than bookkeeping and want regular financial reporting, cash-flow guidance, performance monitoring, and an ongoing relationship with a business advisor.
All Financial Foundation services
More detailed month-end closing procedures
Monthly accounts receivable and accounts payable review
Payroll expense and liability reconciliation
Monthly key performance indicator dashboard
Monthly budget-to-actual reporting
Monthly cash-flow review and short-term projection
Identification of developing financial or operational concerns
Monthly 60-minute financial advisory meeting
Quarterly tax-planning coordination
Assistance establishing financial and operational goals
Periodic review of pricing, margins, labor costs, and overhead
Reasonable email and telephone access between meetings
Business structure:
One business entity and up to two operating locations
Transaction activity:
Up to approximately 500 monthly transactions
Financial accounts:
Up to six bank, credit card, or loan accounts
Accounting complexity:
Standard accounts receivable, accounts payable, and payroll accounting
Excluded complexity:
No extensive inventory, job costing, or multi-entity consolidation
Month-end financial statements are targeted for completion by the 15th of the following month, provided required information is received on time and the accounting records are reasonably current.
The fees shown are starting prices. Final fixed monthly pricing is established after reviewing transaction volume, number of accounts and entities, payroll activity, reporting requirements, industry complexity, condition of the records, and the level of management support required.
This service overview is not an engagement letter. The final scope, responsibilities, timing, and fees will be documented in a separate written agreement.
Predictable monthly support designed around the needs and complexity of your business.
+ $2,000 onetime setup fee
Established or rapidly growing businesses that need a fractional CFO, management reporting, forecasting, strategic planning, business coaching, and help improving financial and administrative systems.
All Performance Partner services
Fractional CFO services
Annual operating budget
Rolling financial forecast
Thirteen-week cash-flow forecast
Monthly CFO and strategy meeting
One additional management call each month
Customized financial and operational dashboard
Profitability analysis by product, service, customer, location, or department when data is available
Pricing and margin analysis
Scenario planning and financial modeling
Assistance with financing and lender presentations
Management or ownership reporting packages
Strategic business planning and owner accountability
Review of staffing, labor efficiency, and overhead
Initial back-office workflow assessment
Recommendations for software, automation, and process improvements
Priority email and telephone access
Business structure:
One primary business entity
Transaction activity:
Up to approximately 1,000 monthly transactions
Financial accounts:
Up to ten bank, credit card, or loan accounts
Accounting complexity:
One primary owner or management team
Excluded complexity:
Major implementations, conversions, and custom development priced separately
Month-end financial statements are targeted for completion by the 10th of the following month, provided required information is received on time and the accounting records are reasonably current.
The fees shown are starting prices. Final fixed monthly pricing is established after reviewing transaction volume, number of accounts and entities, payroll activity, reporting requirements, industry complexity, condition of the records, and the level of management support required.
Business coaching included in this plan is focused on financial and operating performance. Specialized legal, human-resources, investment, technology-development, and mental-health services are outside the scope.