Are you holding yourself back from being a profitable brand?
As your Trusted Advisor, we’ll help you get better data to make better decisions!
Monthly Services
Your Bookkeeper
- Classification of Accounts
- Daily Bookeeping
- Reconciliation of Accounts
- Month End Management Report with KPI Measurement
- Monthly Virtual Meeting(s) 1
Your Team
- Classification of Accounts
- Daily Bookeeping
- Reconciliation of Accounts
- Month End Management Report with KPI Measurement
- Accounts Payable
- Accounts Receivable
- Forecasting and Budgeting Quarterly
- Inventory Assistance
- Payroll Assistance
- Sales Tax Filing
- Monthly Virtual Meeting(s) 2
Your CFO
- Classification of Accounts
- Daily Bookeeping
- Reconciliation of Accounts
- Month End Management Report with KPI Measurement
- Accounts Payable
- Accounts Receivable
- Forecasting and Budgeting Monthly
- Full Inventory Inventory Management
- Payroll Assistance
- Sales Tax Filing
- Cash Flow Forecast & Management
- Company Financial Planning
- Price Modeling for Your Services in Your Industry
- Monthly Virtual Meeting(s) 4
Consulting Services
Tax Strategy + Consulting
- Corporate Structure Review
- Weekly Strategic Calls with CFO
- Tax Deduction Strategies & Implementation
- Retirement Plan Advisory
- Chart of Accounts Restructuring
- Expense & Liability Review
- Personalized Tax Plan
Your Executive
- Weekly CFO Call
- Strategic Financial Planning
- Year-End Planning
- Financial Reporting and Analysis tailored to your business
- Systems assessment and development
- Budgeting, Forecasting and Cash Flow Reporting
- In-depth 13-week Cash Flow Reporting
Data Analyst
- Trend Analysis
- Performance Metrics
- Profitability Reporting
- Paid Media Performance
- Easy to Read Customizable Reports
- Dedicated Financial Analyst
- KPI’s
Save by Bundling with an Accounting Package!
Get Started!Financial Experts on Your Side
Custom pricing
If you own more than one business, you’ll receive a customized monthly subscription.
Scalable plans
We review your plan monthly AND annually to make sure we have you covered as your needs change.
Cancel any time
You’ll never be locked in. If you decide to stop services, we will transition you out of our system, providing you with your financial data.
Responsive support
Every plan includes a dedicated team of eCommerce and digital financial experts.
Catch Up Bookkeeping
Behind on your books? Add any amount of Catch Up Bookkeeping to your plan.
Effortless data transfer
Your Back Office syncs with major banks and leading payment platforms to gather your financial data.
A Fixed Pricing Strategy
After carefully analyzing your businesses needs our team will put together a strategic plan to help you achieve your goals. The quote you receive is not an estimate, but an all-inclusive, comprehensive pricing plan with no hidden costs or fees.
As your business needs change, our team will advise you of any modifications that need to be made to our existing pricing structure to ensure continued efficiency and continued growth for your company.
After carefully analyzing your businesses needs our team will put together a strategic plan to help you achieve your goals. The quote you receive is not an estimate, but an all-inclusive, comprehensive pricing plan with no hidden costs or fees.
As your business needs change, our team will advise you of any modifications that need to be made to our existing pricing structure to ensure continued efficiency and continued growth for your company.
