Our Services

CFO Services

 

The CFO level of services gives you all the support you need to be the most strategic with your business.  We will look at your past accounting records to make sure they are in line and also look ahead to the future. We will be the CFO to balance out you as the CEO. 

WHAT YOU GET

Everything at the accountant level below, PLUS

  • Strategic plan for the upcoming twelve months

  • Monthly meetings to talk through your business and stay the course

  • Peace of mind knowing you have planned and saved up for your upcoming obligations

  • Maximize Profits by knowing your costs and what to charge

  • Cashflow management and maximization understand your accounts payable and receivables and also not worrying about your bank account running out.

  • Prepare your business for sale if that is your goal

  • Fraud prevention discussions

Costs start at

$3,200/mo

Accountant Services

 

You want someone to take care of the books for you so you can do what you do best - run your business.  We’ll put a package of services together that is just for you and your business.

WHAT YOU GET

  • Quarterly meetings with the expert so you can understand what’s happening and staying on course

  • Peace of mind that the accounting is done correct

  • A CPA on speed dial, who you can text or email any time questions come up without an extra charge

  • Be prepared for tax time with clean financial numbers

BEGINS AT

$1000/mo for businesses in starting stage
$2,000/mo for the businesses that has been around

Financial Strategy & Planning

 

What do you need now for your business? A full day meeting where we get into your business and you get a written plan for the upcoming year and beyond.

  • What do your numbers say about your business

  • Get a playbook for the upcoming year

  • Know what you have to do to stop losing money and become profitable

  • We can help you diagnosis any issues with your numbers and/or business and craft a plan to success

BEGINS AT

$3,000

Business Financial setup

 

Your business is new and you want to get all the systems in place

  • Checklist of all the items that you need

  • Discuss the best accounting practices

  • What should you be doing daily, monthly, and annual

BEGINS AT

$1,500

Financial Solution Session

 

A one-hour cram-session where we can solve one (or more!) of the following questions:

  • Where can I find cost savings in my business?

  • Make decisions on net worth and not total revenue

  • Earn your purchases

  • Discuss on how to live on last years profits

  • Get ahead and stay ahead

  • I’m not sure I’m doing my books right. Can you take a look?

  • How do I get my business out of credit card debt?

  • Am I paying myself the right amount? I should pay myself like an employee…right??

  • I will prep for the meeting based on a form you complete and then a summary will be sent out after with all the items discussed

BEGINS AT

$800

Personal Financial Tune Up Session

 

Let’s get it in quick to review your personal finances and set goals or just discuss one thing you can’t get off your mind:

  • How are my personal finances?

  • What spreadsheets should I use for personal finances?

  • Best way to get it organized?

  • How should I be doing this?

  • How should I handle debt?

  • What should I be paying myself and others?

BEGINS AT

$800

Binder of security

 

A downloadable organization tool for all your important documents. If something happened to you,

  • Organize all your personal and business info in one place

  • Feel the peace that all your info is in one place

BEGINS AT

$300