Our Services

Bookkeeping

We’ll work with your team or handle the bookkeeping entirely! We can run payroll categorize expenses, invoice clients, manage accounts receivable, optimize accounts payable, oversee employee expenses and reimbursements, complete monthly bank reconciliations and create relevant reports, so you can focus on everything else. We’ll use the most current technology to keep your books up-to-date, so you can make empowered financial decisions. We’ll provide monthly or quarterly financial statements, with summaries and recommendations to help you see the big picture.

Virtual CFO

Think you can’t afford a CFO on your team? We can be your trusted advisor, without the CFO salary expense! Through our monthly or quarterly meetings, we’ll get to know your business and goals. We’ll advise on cash flow, labor, department and pricing strategies, marketing, growth, process improvements, industry KPI’s, etc.

Tax Planning & Preparation

Businesses and their passionate individuals have additional complications to consider when planning, so let’s work together! We’ll have a constant tax-eye on your financial happenings and are available for questions anytime they arise. Quarterly tax estimates are a great way to stay on top of tax liabilities and strategize through salary, expense, and depreciation optimization. There will be no surprises when the returns are prepared and filed.

Packages

Co-Pilot

We'll take the passenger seat until month end. We will provide quarterly financial reports and perform annual tax preparation for you and your business.

  • Monthly bank sync and reconciliations
  • Quarterly financial reports
  • Quarterly tax estimates and planning
  • Annual preparation of 1065 or 1120-S tax return
  • Annual preparation of individual 1040 tax return

Auto-Pilot

You can hand over the controls and we'll provide the financial reports for you to review each month. We'll meet quarterly to discuss the current status and direction for the future. Come tax season, we will perform annual tax preparation for you and your business.

  • Weekly bank sync
  • Monthly reconciliations
  • Monthly financial reports
  • Quarterly tax estimates and planning
  • Annual 1099 reporting
  • Annual preparation of 1065 or 1120-S tax return
  • Annual preparation of individual 1040 tax return
  • Quarterly Controller meeting

Self-Driving

Let us set up your systems while you focus on your vision. We'll provide monthly financial reports, meet to review them and discuss the current status, goals, and direction for the future. No need to worry about tax season, we will do the planning and perform the annual tax preparation for you and your business.

  • Weekly bank sync
  • Monthly reconciliations
  • Monthly financial reports
  • Monthly QuickBooks Online Subscription
  • Quarterly tax estimates and planning
  • Annual 1099 reporting
  • Annual preparation of 1065 or 1120-S tax return
  • Monthly Controller meeting
  • Unlimited phone & email support

The Chauffeur

Our Virtual CFO services offer the analysis and perspective to create the road map to your goals. A custom package can include:

  • Budgeting
  • Cash Flow (forecasting / projections)
  • Growth/Scaling
  • Goal Setting
  • Market Analysis
  • Human Resources
  • Inventory Management
  • Accounts Receivable/Payable Management
  • Exit Planning

Here's What to Expect

  • We’ll have a free consultation to discuss your pain points and current systems.
  • We’ll do an initial 17-point review of the current state of your accounting software.
  • We’ll create a proposal of suggested clean-up actions, ongoing services and a monthly price quote. This monthly rate will include all services, no additional bills throughout the year for phone calls, emails, payroll reports, duplicate requests, social outings…
  • We’ll meet again to put the necessary applications into place and get them connected.
  • Depending on your package, we’ll process expense receipts, pay bills, update bank and credit card accounts on a daily, weekly or monthly basis. You’ll hear from us a lot as we learn your business and improve processes, because we are a part of your team!
  • We’ll reconcile all accounts monthly and develop relevant reports for your use. We’ll help you use those reports, too!
  • We can adjust your services as your needs change and you can cancel at any time, but you won’t…

Join our waitlist!