Bookkeeping, accounting, tax support, and CFO advisory services designed to help growing businesses stay organized, understand their numbers, and make confident financial decisions.
Quarterly/Monthly bookkeeping in QuickBooks Online
Transaction Recording
Bank and Cash Reconciliation
Quarterly financial reports
Starting at $350 monthly
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Fractional CFO Services
Fractional CFO Services
Best fit for business owners ready to make strategic financial decisions, not just keep the books up to date.
Everything included in our Monthly Accounting Package
Semi-monthly CFO strategy meetings
Personalized financial planning and goal setting
Cash flow forecasting and financial insights
Ongoing support to help you make confident business decisions
Good to know:
Available as an add-on to our Monthly Accounting Package
Designed as an intensive engagement to help you tackle big financial goals, with most clients returning to our Monthly Accounting Package after about three months
Starting at $775/month in addition to your Monthly Accounting Package.
Monthly Accounting
Our Signature Service: Monthly Accounting
Best fit for growing businesses
Monthly bookkeeping in QuickBooks Online/Zoho books
Monthly financial reports
Estimated tax payment analysis & coaching
Annual W2 and 1099 filings
Annual personal & business income tax preparation
Annual tax return review meeting
Email & text access to a dedicated account manager