Every serious Business Owner understands the value of securing an Accountant for your business.
The heart of a business is in the mission, the brain of business is in its books. Our accounting services will help with strategizing your business finances from the accounting and finance perspectives. We can help maintain your financial records and stay organized to aid in your company's growth.
Accounting encompasses many roles in helping to aid in the growth and health of a business. We divide our accounting services into two sections, Bookkeeping and Virtual CFO Services. Virtual CFO services help with the overall strategy and growth of your business while Bookkeeping helps to manage the day to day tasks needed to keep the organization going.
Virtual CFO Services
A Virtual CFO will add so much value to your business and if you are looking to GROW, here's how a CFO + Business Finance Manager can help you scale your business:
1. Help to develop money saving strategies.
2. Analyze financial statements to help determine pricing, profitability, and cash flow.
3. Provides guidance & recommendations to management and team on financial matters.
4. Assists in the creation and management of budget, reports, and financial planning goals.
Basic - Email Retainer
$150
Per month, USD
- Up to 5 email conversations per month
- Access to client only webinars
- Discounts to firm education portal
Core - Quarterly Review
Starting at $600
Per quarter, USD
- Benefits of Basic Package
- Basic Review of Quarterly Financial Statements & Accounting System File
- One 1-hr strategy/review session per quarter
Growth - Monthly review
Starting at $350
Per month, USD
- Benefits of Basic Package
- Monthly Review of Accounting System file & Financial Statements
- One 1-hr strategy/review session per month
Bookkeeping Services
Keeping up with the daily transactions is a daunting task, but someone has to do it and we are here to help. Our bookkeeping services can help give you time back to focus on your business by:
1. Manage the daily financial activities
2. Relieve you of the stress of managing the books and receipts
3. Ensure your monthly invoicing and billing is taken care of
4. Following up with customers to ensure payment is done on time
5. Reconciling the books to ensure accuracy
QBO Setup
Starting at $450
USD
- Link accounts for banks, credit cards, and other interfaces
- Vendor & Customer Setup
- QBO training & Best practices
Basic
Starting at $550
Per month, USD
- Transaction management for up to 3 bank/credit card accounts and 150 transactions/ month
- Monthly Reconciliations
- Monthly financial statements
- Year-end 1099's
- Quickbooks subscription included
Professional
Starting at $850
Per month, USD
- Basic Package inclusions plus transactions up to 400
- Accounts Payable
- Invoicing & Accounts Receivable
- Contractor management
