Are you ready to get more from your accountant?

Do you want a clear view of what your profit and cashflow will be as you scale your business?

Are you looking for a strategic partner to help make important financial decisions without having to pay the hefty cost of hiring a fulltime CFO?

Fractional CFO

$1,200 - $6,000 / month

We will be your strategic financial partner to help you manage growth and increase profitability. By meeting regularly and our ability to provide financial analysis, we’ll provide the financial insights necessarily for you to make important decisions about your business with financial clarity.

Includes:

  • Regular financial review & strategy meetings

  • Cashflow forecasting

  • Budgeting & variance analysis

  • Ad-hoc financial modeling

  • Monitoring industry specific KPIs

Mini CFO

$1,100 - $3000 / month

A level of service that offers you a clear financial view into the future of your business.  Every month, you walk away feeling confident knowing the direction your business is headed.

Includes:

  • Everything offered in the Bookkeeping services package

  • Monthly reporting package

  • Cashflow forecasting

  • Monitoring industry specific KPIs

  • Monthly or quarterly financial review & strategy meetings

Bookkeeping

$500+ / month

For when you’re ready to upgrade from your current bookkeeper or save yourself hours of trying to figure out QuickBooks. We will provide monthly financials to keep you up to date on how your business is performing. Rest assured that your books are in good order since all bookkeeping services are provided with the oversight of a CPA.

Includes:

  • Monthly Financial Statement Package

  • Coding all transactions

  • Reconciling bank accounts & credit cards

  • Unlimited Email Access