Bookkeeping & Accounting for Small Businesses
We offer a tiered system that allows our bookkeeping & accounting services to grow and expand with your business.
Our team is here to help you use the information provided to make informed decisions that will build your dream business into a reality. This happens when you are able to make those data-driven decisions. We apply our strategic framework to your business, so you can be confident in your numbers.
CFO
WEEKLY- QuickBooks Management & Bookkeeping
- Monthly Analysis of Financial Statements
- Unlimited Email Support
- Monthly Account Reconciliation
- Process Improvement Support
- Specialized KPIs
- Weekly Customized Financial Dashboard
Standard
MONTHLY- QuickBooks Management & Bookkeeping
- Monthly Analysis of Financial Statements
- Unlimited Email Support
- Monthly Account Reconciliation
- Process Improvement Support
- Specialized KPIs
- Weekly Customized Financial Dashboard
Essential
QUARTERLY- QuickBooks Management & Bookkeeping
- Quarterly Analysis of Financial Statements
- Unlimited Email Support
- Monthly Account Reconciliation
- Process Improvement Support
- Specialized KPIs
- Weekly Customized Financial Dashboard
Basic
ANNUALLY- QuickBooks Management & Bookkeeping
- Annual Analysis of Financial Statements
- Unlimited Email Support
- Account Reconciliation
- Process Improvement Support
- Specialized KPIs
- Weekly Customized Financial Dashboard
CFO
WEEKLY- QuickBooks Management & Bookkeeping
- Monthly Analysis of Financial Statements
- Unlimited Email Support
- Monthly Account Reconciliation
- Process Improvement Support
- Specialized KPIs
- Weekly Customized Financial Dashboard
Standard
MONTHLY- QuickBooks Management & Bookkeeping
- Monthly Analysis of Financial Statements
- Unlimited Email Support
- Monthly Account Reconciliation
- Process Improvement Support
- Specialized KPIs
- Weekly Customized Financial Dashboard
Essential
QUARTERLY- QuickBooks Management & Bookkeeping
- Quarterly Analysis of Financial Statements
- Unlimited Email Support
- Monthly Account Reconciliation
- Process Improvement Support
- Specialized KPIs
- Weekly Customized Financial Dashboard
Basic
ANNUALLY- QuickBooks Management & Bookkeeping
- Annual Analysis of Financial Statements
- Unlimited Email Support
- Account Reconciliation
- Process Improvement Support
- Specialized KPIs
- Weekly Customized Financial Dashboard
Additional Services
Cash Management
Our team offers cash management services which include paying invoices, bills, and subscriptions for you. These will be tracked in a weekly dashboard. This service allows you to step back from tracking incoming invoices and bills. It is also beneficial to your business to allow our team access to this information, as it allows us an exclusive insight into your spending habits and expenses. You will spend less time paying bills and more time running your business. All of this data is used to council and analyze what decisions are best for your financial practices.
Budget
This add-on is essential for most small businesses. We recommend all of our clients take advantage of this additional service (at least the first year.) Our budget service is a quarterly meeting where you meet with your team to go over spending habits compared to business goals. We use our strategic framework to align your actuals with our recommended percentages. This is not a ‘One Size Fits All' approach – this is industry-specific with experts. This analysis provides insight into your business's health – financially AND sets a guideline for the next quarter.
Invoice & Collections
Does your business need help managing outgoing invoices? We are able to aid in sending, processing, and receiving payments. Ideally, this process includes the management of invoices after they have been finalized and delivered by your client and before the payment is received. Having an established team and workflow for your invoicing allows for fewer cash flow problems in the future. Allowing our team to take over this process ensures detail-oriented management of incoming cash flow. With this insight, we can better adjust your revenue and expenses.
Payroll
As your business grows, you will be adding new members to your team. We have partnered with Gusto to provide you a white-glove service. Our internal payroll experts will implement the new system for you. Gusto is user-friendly and an employee favorite. If you already use a payroll system we are able to make the transition for you to a more streamlined process. Including the input of the previous payroll, making tax time a breeze for you & your team. Once complete you will be able to manage benefits, withholdings, and PTO all within one system.
Ready to get started?
Book a complimentary discovery call with our team to see how we can support you and your business! Or if you're ready you can sign up for services.