LIve life doing what you love.
Bookkeepeing + CFO Review
Monthly bookkeeping service plus CFO review.
Starting at $850/month + $500 set up
Monthly CFO Review
Monthly review of your existing bookkeeper’s work.
Starting at $500/month + $500 set up
Cash Flow Program
CFO Service to help your business generate consistent, positive cash flow.
Starting at $2,000/month
Financial Projections
Customized projections used to understand the future of your business.
Starting at $2,000
Back Office Assessment
A review of current back office structure and guidance on how to improve.
Starting at $2,000
Back Office Automation
Save time and money by automating accounting & bookkeeping tasks and functions.
Customized pricing
Not sure which program is right for you?
Monthly CFO REview
A monthly program that adds a strategic layer to your financial management
Starting at $500/month + $500 Initial set up
Bookkeeping Oversight: We review your bookkeeper's work or that of a provided bookkeeper, ensuring top-notch financial reporting and accuracy.
Error Detection and Correction Guidance: We alert both the bookkeeper and you, the business owner, to any potential errors or inconsistencies, maintaining financial integrity.
Process Automation and Efficiency: Collaborating with the bookkeeper, our CFOs strive to automate processes, enhancing efficiency and reducing manual errors and work.
Monthly Financial Insights: In a monthly financial review, we dive into your Profit and Loss statements with your company leadership, identifying areas for financial improvement and growth.
Bookkeeping + CFO Review
Monthly bookkeeping services including the review of a CFO
Starting at $850/month + $500 Initial set up
Accurate Cash Transaction Coding: We meticulously categorize each cash transaction, ensuring precise financial tracking.
Thorough Bank Reconciliations: Monthly reconciliations are conducted to guarantee all financial activities are accounted for, reducing discrepancies.
Efficient Accounts Payable Management: Bills are promptly uploaded into your A/P system, streamlining your payable process.
Streamlined Accounts Receivable Processing: Invoices are efficiently uploaded into A/R, speeding up your receivables cycle.
Proactive Aging A/R Management: Aged receivables are flagged in line with your company's policy, aiding in timely collection and cash flow management.
Cash flow package
A monthly program designed to drive consistent positive cash flow
Starting at $2,000/month
Positive cash flow with a straightforward action plan to help you reach your business and personal objectives. Included, an annual goal-setting meeting that supports your vision and planning.
Stay on target with monthly goal tracking, regularly review your progress, and update your action plan as needed.
Add time back to your personal life when you automate time intensive tasks.
Get creative guidance on new and different ways to achieve your goals.
Cut unnecessary costs with a monthly expense review.
Stay focused with biweekly check-ins to keep you on track.
Get unlimited access to us for all your finance and accounting questions.
Projective modeling
Elevate your business strategy with customized projective modeling
Starting at $2,000/model
Key Features:
Diverse Pricing and Sales Scenarios: Explore multiple scenarios to understand the impact of different sales volumes and pricing strategies.
Detailed Projective Financials: Gain insights with projections for your Income Statement, Balance Sheet, and Cash Flow.
Product/Service Gross Margin Analysis: Understand the profitability of each product or service.
Scenario-Specific Break-Even Analysis: Identify the point at which each scenario becomes profitable.
Headcount and Salary Planning: Plan your team's growth with detailed headcount and compensation projections.
Custom Requests: Tailor additional breakdowns to meet your specific business needs.
Back Office Assessment
A short two week assessment to help you understand where to start
Starting at $2,000
For business owners who know that their accounting systems and data need work but do not know what they need to get on track.
We perform a deep dive into your accounting systems and identify where we can improve efficiency and effectiveness.
You are provided with a detailed report of what processes and programs need attention and how to prioritize along with cost savings analysis for carrying out the changes.
Back Office Automation
A two month program designed to optimize your business
Pricing customized to fit your needs
Optimize your current back office systems. We review the software you’re already using and ensure it’s being used to the best of its abilities.
Update your existing chart of accounts to ensure it fits your business needs.
Automate tedious and repetitive accounting processes.
An organized electronic filing system, so you can easily and quickly locate files.
Cost savings analysis of automations, so you know it’s worth your time and money.
Our Approach
We are here for you, as a trusted advisor.
When you work with us we take an invested approach to your success with positive motivation along the way.
There is opportunity when there is understanding.
We believe that every entrepreneur can experience the freedom of knowing and understanding accounting and finance and take control of their business and their future.