WE HELP YOU MAKE STRATEGIC DECISIONS SO YOU DON’T HAVE TO DO IT ALONE.
IT TAKES A LOT TO RUN A BUSINESS THESE DAYS
Entrepreneurs hire a bookkeeper, a tax accountant, and a business coach. They are often missing someone who helps co-create AND implement a tangible plan to achieve goals.
We are here to help:
We get into the details of your business to fully understand how you operate, make and spend money as well as WHY you are so passionate about it!
We set up systems to get accurate information from the start as effortlessly as possible.
We use the systems and processes co-created to guide good decisions and grow your impact and profit.
Work with us so you can focus on what you love!
BOOK A FREE CALL
Financial Wellness Assessment
Choose a subscription plan
FINANCIAL WELLNESS ASSESSMENT $300
We will review your accounting software, financial statements and form questions around process, procedure and opportunities. We will share tangible action items via email with a followup call to review our findings. If you engage us in an ongoing subscription, we’ll credit the amount paid against your set up and get to work.
Just Bookkeeping
Smaller businesses who still want a strategic partner to help guide the growth process.- Monthly, after the fact, reporting and strategy discussion around results in Xero or QuickBooks Online. You pay the bills and create customer invoices as you see fit; we code bank and credit card activity, reconcile all accounts and provide financial statements. Balance Sheet and Income Statement, budget to actual and cash flow forecast available. Coordinate with tax professional at year end. Set up processes around receipt collection.
Bookkeeping + Strategy
Growing business desiring more strategic direction and process improvements beyond typical bookkeeping and can afford more help.- Twice a month reporting and strategy discussion around results. Full set up of accounting in Xero. We will pay the bills, payroll and bill customers and code bank and credit card activity, reconcile accounts and provide financial reports based on a full month end close process. Balance Sheet, Income Statement, budget to actual and cash flow forecast included. Sales and profit analysis Coordinate with tax professional at year end. Set up processes around receipt collection. Inventory reconciliation available.
All In, All The Time
Growing business desiring fractional Controller/CFO expertise.- Fractional Controller/CFO – All of Bookkeeping + Strategy plus people operations, technology assistance and full workflow audit and profitability analysis and access on a weekly basis. We help you build and scale your business as an extension of your team.