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Bookkeeping
Bookkeeping - Essentials
599$Every month+$599 Setup feeA must-have for solopreneurs and S corporations operating for two or more years. Ensure financial clarity and control.- Optimize and classify daily transactions.
- Deliver comprehensive monthly financial statements.
- Eliminate duplication, errors, and potential fraud.
- Prepare comprehensive, tax-ready financial reports.
- Sales Tax Reporting
Bookkeeper - Growth
799$Every month+$799 Setup feeExpert bookkeeping for scaling businesses. Need more than basic accounting? We provide in-depth financial insights to fuel your growth.- All the Essentials plus
- Bank/ Cash Management - includes credit card reconciliations
- Financial Statements
- Payroll Reconciliation
- Loan Tracking
- AR Management - includes collections
- AP Management
- Payroll Processing
Bookkeeping - Cleanup Tier-1
1,550$+$750 Setup feeTier-1 bookkeeping cleanup package tackles your financial backlog. We handle the dirty work so you can focus on growing your business. Gain clear financial insights and make informed decisions.- Tackle financial backlog - we clear the clutter & organize
- Reconcile accounts - ensure accuracy by matching statements
- Categorize & code transactions - streamline financial data
- Create accurate financial reports - gain clear insights
- Identify and rectify errors - fix past errors
- Provide clear financial data - deliver clean books
Bookkeeping - Cleanup Tier-2
3,450$+$1,250 Setup feeNeed a deeper cleanup? Our Tier-2 package tackles a larger financial backlog, providing expert cleanup and catch-up services. We handle the heavy lifting.- For companies with larger volume of AR/AP
- Tackle financial backlog - we clear the clutter & organize
- Reconcile accounts - ensure accuracy by matching statements
- Categorize & code transactions - streamline financial data
- Create accurate financial reports - gain clear insights
- Identify and rectify errors - fix past errors
- Provide clear financial data - deliver clean books
- Provide cleaned up financial statements
Interim CFO
Our interim CFO services oversee your accountants and bookkeepers and all financial matters, from budgeting and forecasting to investor relation strategies and risk management. We ensure the company's financial health and stability, making strategic decisions to drive growth and profitability
Interim CFO - Core
995$Every month+$750 Setup feeFocus on growth, not finances. Interim CFO for small business. Accounting, finance, strategy. We handle it, you grow.- 1-3 hour weekly meetings
- Comprehensive financial management of accounting and finance
- Review financial functions for accounting and finance tasks
- Financial plan optimizing capital usage for business growth
- Financial planning and analysis (FP&A)
- Cash flow management
- Budgeting and forecasting
- Financial reporting
- Implement systems that will support sustainable growth
- Annual business valuation
Interim CFO - Leadership
2,495$Every month+$750 Setup feeInterim CFOs for larger businesses. Expert financial leadership. Handle accounting & finance. Strategic guidance. Focus on your business, we handle the rest.- 2-5 hour weekly meetings
- Comprehensive financial management of accounting and finance
- Review financial functions for accounting and finance tasks
- Financial plan optimizing capital usage for business growth
- Financial planning and analysis (FP&A)
- Cash flow management
- Budgeting and forecasting
- Financial reporting
- Implement systems that will support sustainable growth
- Annual business valuation
- Tax planning and compliance coordination
- Mergers and acquisitions support
Interim CFO - Integrated
3,495$Every month+$750 Setup feeTop-tier Interim CFO for your entire finance dept., delivering strategic guidance & complex accounting solutions. Focus on your business, we'll transform your finances.- 4-6 hour weekly meetings
- Comprehensive financial management of accounting and finance
- Review financial functions for accounting and finance tasks
- Financial plan optimizing capital usage for business growth
- Financial planning and analysis (FP&A)
- Cash flow management
- Budgeting and forecasting
- Financial reporting
- Implement systems that will support sustainable growth
- Annual business valuation
- Tax planning and compliance coordination
- Mergers and acquisitions support
- Investor relations
- Risk management
Accounting
Project Based
Accounting Project - Tier-1
1,750$Can't find the right skills in-house? We've got you covered. Let's meet your business needs. We offer custom project management and training- Rapid project assessment - scope, resources & requirements
- Dedicated expert allocation - assign specialized skill sets
- Comprehensive project management - oversee all project phase
- Real-time progress updates - provide status & milestones
- Implement tailored systems and software solutions
- Implement baseline business KPI (key performance indicators)
- Deliver Tier-1 business valuation for baseline market value
- Ongoing monitoring and evaluation plans available
Accounting Project - Tier 2
2,450$Need accounting help for larger projects? We provide expert financial consultants for outsourced project based services with the skills and resources to tackle your unique challenges- For larger projects, scopes, and teams
- Rapid project assessment - scope, resources & requirements
- Dedicated expert allocation - assign specialized skill sets
- Comprehensive project management - oversee all project phase
- Real-time progress updates - provide status & milestones
- Implement tailored systems and software solutions
- Implement baseline business KPI (key performance indicators)
- Deliver Tier-2 business valuation for baseline market value
- Ongoing monitoring and evaluation plans available
Peak Performance Project Tier-1
2,750$Accelerate your business value & exit planning. Avoid common pitfalls with our Tier-1 Accounting Leadership project. Build a strong foundation for future growth or sale. Let's create a targeted plan- Identify common leadership traps affecting business value
- Develop a foundational plan to address these traps
- Create a value acceleration performance strategy
- Develop a comprehensive exit planning strategy
- Implement early-stage strategies to drive immediate value
- Detailed project plan outlining project scope
- Comprehensive assessment of client's position and goals
- Identify key value drivers and performance indicators
- Development of tailored value acceleration and exit strategy
- Implementation roadmap with actionable steps and timelines
- Ongoing monitoring and evaluation plans available
Peak Performance Project Tier-2
4,750$Strategic consultant projects for larger firms. Build valuable business assets and team knowledge, or prepare for sale. Avoid common pitfalls with our team by your side. Boost value, accelerate exits- In-depth assessments of clients' current financial health
- Identify common leadership traps affecting business value
- Develop a foundational plan to address these traps
- Create a value acceleration business performance strategy
- Develop a comprehensive exit planning strategy
- Implement early-stage strategies to drive immediate value
- Detailed project plan outlining project scope
- Detailed assessment of client's current position and goals
- Identify key value drivers and performance indicators
- Development of tailored value acceleration and exit strategy
- Implementation roadmap with actionable steps and timelines
- Develop and deliver tailored training programs
- Implement tailored systems and software solutions
- Ongoing monitoring and evaluation plans available
Feeling overwhelmed by your finances or the burden of managing employees for accounting tasks? Book an intro meeting today for a free consultation. We'll discuss how our services can streamline your operations, save you money on additional staff, and provide you with a dedicated accounting and CFO partner to support your success.
See What We Can Do For You!
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