Tiered Service Packages
From first systems to full financial oversight, Neve’s tiered packages meet you where you are
and scale with you.
Launch
Ideal for founders or BODs focused on setting a solid financial groundwork
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Quarterly Bank & Credit Card Reconciliations
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Quarterly Financial Statements: Profit & loss and Balance Sheet
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Quarterly Strategy Meeting to analyze performance
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Year-End Tax Package for your tax preparer
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Transaction Limit: Covers up to 100 monthly transactions
Growth
Increased frequency and complexity for businesses gaining momentum
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Monthly Bank & Credit Card Reconciliations
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Performance Reporting: Monthly P&L, Balance Sheet & Cash Flow insights
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Monthly Strategy Meeting to analyze performance and trends
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Cash Management: Automated Receivables & Payables
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Compliance & Tax: Management of 1099s, B&O, Sales/Use Tax, Property Tax, & State filings
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Corporate Governance: License renewals, Reseller permits, w9s, & State Annual reports
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Centralized Document Repository for seamless organization
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Year-End Tax Package for your tax preparer
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Transaction Limit: Up to 400 monthly bank transactions
MOST POPULAR
Enterprise
Advanced financial oversight for market leaders
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Weekly Bank & Credit card Reconciliations for real-time visibility into your capital
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Monthly Executive-Level Financial Statements: Profit & loss, Balance Sheet, Aging Payables, & Aging Receivables
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Cash Flow Management: Weekly cash flow forecasting & burn rate analytics
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Strategy Sessions: Monthly executive meeting focused on long-term scaling
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Full-Cycle Cash Management: Customer invoicing, Vendor Liquidity, & relationship management
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Global Expansion: Multi-currency accounting & multi-state tax nexus oversight
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Compliance & Tax Oversight: End to end management of 1099s, Sales tax, & state specific regulatory filings
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Investor Packages: Management of stringent compliance & reporting standards
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Centralized Document Repository for seamless organization
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Year-End Tax Package for your tax preparer
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Transaction Limit: Covers up to 800 monthly bank transactions
Custom
Neve can tailor a bespoke service package based on your unique needs.
Additional services to power your business
Payroll
Full service payroll, compliance, 401k and benefits administration —accurate, secure, and seamless.
Financial Planning & Analysis
Strategic planning, forecasting, and KPI tracking to drive growth and informed decisions.
Project Based
Job Costing
Track project profitability and costs with precision, supporting smarter resource allocation.
Inventory Accounting
Accurate inventory tracking and reporting for better cash flow and business control.
Fractional CFO
On-demand CFO expertise for financial strategy, scenario planning, and growth support.
Mergers and Acquisitions
Comprehensive support for M&A, from due diligence to integration and compliance.
Implementation & Configuration
Seamless setup and integration of accounting systems tailored to your business needs.
Business Process Optimization
Streamline operations with tailored workflow analysis to increase efficiency
Onboarding
Personalized onboarding to ensure a smooth transition and immediate value from day one.
Entity Formation
Expert guidance on business structure, registration, and compliance for new ventures.
Audit Support
Proactive audit preparation and support to ensure compliance and peace of mind.
Xero Software Training & Support
Expert training and ongoing support for Xero and integrated platform.
Neve handles everything your business needs to run financially sound, compliant, and CPA-ready: from day-to-day bookkeeping and GAAP-compliant financial reporting to payroll processing, 401(k) administration, job costing, multi-currency tracking, and audit preparation. When tax season arrives, we hand off a clean, organized, complete set of books to your CPA so they can file confidently and efficiently. We do not provide tax preparation, IRS tax filing, or federal tax advice — but we make sure the accounting is perfect when it reaches your tax professional.