Services
Business Financial Services
Think of us as the financial advisors to your business. We will help you proactively manage your businesses finances so that you are always ready to climb the mountain in front of you.
We offer three different business financial services packages dependent upon your company’s needs:
1
CFO:
We will operate as the CFO for your business. We will take care of everything from receipt processing to providing weekly reports on key financial metrics. You can expect a 24-hour response time on all correspondence. We will be completely dedicated to the financial operation of your business so that you can focus on taking the company to new heights. LEARN MORE
2
Full Service:
When we work together at this capacity, we are hands-on, helping you manage your finances. We monitor much of the day-to-day financials and report these numbers to you on a monthly basis. You can expect a 48-72 hour response time on all correspondence.
3
Bookkeeper:
As your outsourced bookkeeper, we take care of your vital financial documentation and reporting. We can give you a strong understanding of what is going on financially from a high-level perspective.
Add-On Services
Add-On Services include:
- Invoicing/accounts receivable
- Bill payment/accounts payable (via Bill.com)
- Payroll (via Gusto)
- QBO or Xero conversion
- Renovation of historic records
- Budgeting/cash flow planning
- Custom reporting
- 1099s
- Sales Tax
Call us today to inquire about the best add-on service(s) for your unique business needs!
