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OUTSOURCED CFO

OUR SERVICES

INSURANCE

COMPANY PROFILE

TESTIMONIAL

"Modeloptic is exactly what we were looking for. It allows us to leverage our actual QB data to model multiple projections involving simply-created formulas and logic. It is very powerful and easy to use. This will take our forecasts and projections to a whole new level. They have also have been incredibly responsive and helpful with my questions. I am super happy to have found this software." 

- Jason

STILL CAN'T DECIDE?

We're ready to help you out through a FREE consultatin with us on what's service of ours will best benefit you and your company. 

Escochecks Inc.'s Outsourced CFO Service partnered with Modeltoptic

OVERVIEW

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.

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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

Once signed up, set up your account structure and import your historicals

Build the first version of your financial model

Each month thereafter, leverage Modeloptic to update your model and reporting materials with the latest actual, analyze performance, and adjust future plans as needed

Customize your reporting materials to highlight the key aspects of your business

Modeloptic can be entirely self-service, or heavily supported by our team

Learn more at: https://www.modeloptic.com/workflow

YOUR BENEFITS

Build a powerful, robust financial model to help manage your business.

See the big picture, or zoom into transaction-level detail.

Take advantage of our reporting capabilities to create your monthly financial reporting package.

Follow best practices measuring performance against plan.

Learn more at: https://www.modeloptic.com/features

Our Packages

PRICING

TO BE DISCUSSED WITH OUR MANAGEMENT

Our Packages

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:

  • calculation of paychecks

  • direct deposits

  • filing of quarter and annual payroll tax forms

  • remittance of payroll tax deposits to the IRS & FTB

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