ACCOUNTING SERVICES


As a small business owner, you do it all! You’re in charge of sales, marketing, HR, IT, and so much more. The good news? You don’t have to do it alone! We are here to be your accountant, CFO, and business advisor. Let us take some things off your plate.

THE PROFIT AND CASH FLOW ANALYSIS

Not sure what help you need or where your business stands financially? This complimentary analysis is perfect for you! First is a discovery call where we’ll discuss how your business is doing, what you are worried about, what you think is going well, and what you want to work on in your business. After reviewing your business finances and completing the Profit and Cash Flow Analysis, we’ll have a secondary call to review the findings. Best case scenario – we help you find places to save money and increase profitability and get to help you reach your goals! Worst case scenario – you get a professional look at your books and can rest easy knowing you are on the right track.

THE COMPLIANCE PACKAGE:

STARTING AT $200 A MONTH

This package is for entrepreneurs that have a solid foundation for their company. This is perfect for those looking for help with accounting and basic regulatory filings. Enjoy personalized support and quarterly financial reports to help you stay on top of things.

THE ACCOUNTING MANAGER PACKAGE:

STARTING AT $350 A MONTH

Looking to streamline your monthly accounting tasks? Our fantastic accounting manager package is tailored for entrepreneurs with a strong business model. Enjoy essentials like monthly accounting, reconciliations, periodic strategy calls, annual W-2 and 1099 filings, cash flow forecasts, and monthly financial reports. Let us handle the finances, giving you more time and energy to focus on growing your business and serving your customers!

THE CFO PACKAGE:

STARTING AT $550 A MONTH

Dreaming big and aiming high in your business journey! The CFO package is made just for you! It is more than your ordinary accounting service – it is our most inclusive offering. Beyond compliance, it encompasses planning and accountability. In addition to everything included in the accounting manager package, you’ll benefit from frequent CFO meetings and personalized cash flow and budget management.

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