OUTSOURCED CFO
Modeloptic is a powerful and intuitive financial reporting and projection platform.
It enables you to build robust, granular three-statement financial models for your company, and provides comprehensive reporting capabilities to help you communicate your company's performance and future plans, both internally and externally. By integrating directly with your accounting system, updating your model and reporting materials with actuals each month is quick and efficient.
BUSINESS STRATEGY
Modeloptic can be either completely self-service, or you can leverage our team of finance experts to help build your model and maintain your financials each month. Its capabilities save users many hours every month and dramatically reduces potential sources of error versus manually constructing and maintaining a financial model and reporting materials in Excel.
Once your model is built, Modeloptic can export a fully functional version of your model to Excel at any time. Similarly, all financial reports are exportable to PDF.
HOW IT WORKS
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Once signed up, set up your account structure and import your historicals
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Build the first version of your financial model
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Customize your reporting materials to highlight the key aspects of your business
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Each month thereafter, leverage Modeloptic to update your model and reporting materials with the latest actual, analyze performance, and adjust future plans as needed
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Modeloptic can be entirely self-service, or heavily supported by our team
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Learn more at: https://www.modeloptic.com/workflow
YOUR BENEFITS
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Build a powerful, robust financial model to help manage your business.
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Take advantage of our reporting capabilities to create your monthly financial reporting package.
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See the big picture, or zoom into transaction-level detail.
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Follow best practices measuring performance against plan.
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Learn more at: https://www.modeloptic.com/features
PRICING TABLES
DIY PAYROLL
DIY PAYROLL
$35 base pay + $5 per employee
/PAYDAY
$35 base pay + $5 per employee
/PAYDAY
Create paychecks for salaried & hourly employees
Calculate Payroll Taxes & Deductions
Pay employees by direct deposit or check
Staff assistance is setting up payroll information
Training provided by payroll staff until proficient
to process payroll on your own
ASSISTED PAYROLL
ASSISTED PAYROLL
$35 base pay + $6 per employee
/PAYDAY
$35 base pay + $6 per employee
/PAYDAY
Only submit your employee hours per pay period and
the payroll staff will handle:
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calculation of paychecks
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direct deposits
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filing of quarter and annual payroll tax forms
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remittance of payroll tax deposits to the IRS & FTB