SERVICES
We tailor our services to your specific needs and create custom pricing for each client.
BOOKKEEPING SERVICES
Building a strong foundation so you can rest easy knowing everything is in order.
Recording, classifying and posting transactions
Reconciling account balances
Quality Control
Financial Statement Preparation
Customized Chart of Accounts
Year-end financials for your tax preparer
CONTROLLER SERVICES
Outsource those tedious tasks so you feel less stressed and have more time.
A/R management and invoicing
A/P management and bill pay
Job Costing
Class tracking (to track profitability by department or product / service)
Location tracking (to track profitability by location)
CFO SERVICES
Partnering to achieve next level growth and performance!
Monthly financial check-up call with Chris (see FAQs below)
Cash Flow Projections
Budgeting & Strategic Planning
Executive Level Accountability Support
Executive Level Decision Making Support
Executive Level Leadership Support
Frequently Asked Questions
After your numbers are finalized each month, Chris will translate the performance of all three financial statements (P&L, Balance Sheet, Cash Flow Statement) to help you understand the health of your business and see if you are on track to hit your targets.
For those clients signed up with our higher level advisory services, we’ll move beyond just the numbers and talk through how the monthly results impact upcoming financial and operational decisions. This is where our partnership really comes to life – we’re in the weeds with you and have got your back!
A good bookkeeper organizes and manages the finances of the businesses so the owner can see where they stand each month and can make the best decisions for their businesses.
Competent, accurate bookkeeping is the first step in the financial analysis and planning process that allows business owners the ability to identify strengths and weaknesses and to make the best decisions for their business going forward.
If your accountant is primarily supporting with tax preparation, then you likely do not have access to up-to-date financials, which are critical for proactively running your business…especially when coupled with advisory support!
Many business owners choose DIY bookkeeping as they are getting started. But once that chore starts to cause friction in your daily routine and keeps you distracted from what only you can do, running your business, then it’s probably time to look for some help.
Consider this question – does doing the bookkeeping earn you money? How many hours per month do you spend managing the books? You may be surprised that investing in some help can pay for itself pretty quickly!
Our bookkeeping packages start at $450 per month. We tailor our services to your specific needs and create custom pricing for each client.
To receive your custom price quote and learn more about the full details of our service, please schedule a discovery call. This is a free, no-pressure call that allows us to learn more about your business and explore if our bookkeeping service is the right fit for your business.
We serve service-based businesses based in the US that operate with QuickBooks Online for their bookkeeping needs.
Our bookkeeping service is NOT a good fit if you are looking for a bookkeeping team that specializes in handling inventory or manufacturing based businesses.
Schedule A Consultation
We’d love to start a conversation and get to know you! If you’d like to learn more about our services, expertise, and more, schedule your no-obligation discovery call today.
