We are proud to offer a wide range of services to our diverse clientele
Starting at $199/month, our services can be crafted to suit your individual and/or business needs. Let us take the accounting burden, so you can get back to doing what you love.
Basic Services:
Payroll – Calculating employee hours, creation of pay-stubs, calculation and payment of State and Federal payroll taxes, and submitting necessary tax returns.
Business Bookkeeping – Entry of banking and/or credit card transactions into an accounting system. Monthly Banking Reconciliations. Monthly Management Reports.
Accounts Payable – Receiving bills from vendors. Entering into accounting system. Communicating outstanding bills. Cutting checks or paying online.
Personal Bookkeeping – Tracking income and expenses within an accounting system to easily view net worth. May also include paying personal bills.
Year End Accounting – Reviewing books at year end to clean up in preparation for submission to tax accountant. Communication with Tax Accountant to submit necessary information.
Outsourced CFO:
Financial Management – Managing financial infrastructure (numbers, staff, and )
Cash Flow Management - Reviewing operations and financials to maximize cash flow.
Financial projections – Reviewing financial business plans for a new product or service and projecting the financial assumptions into a set of financial statements.
Budget Forecasting – Analyzing an organization’s financial statements and current financial position to create an estimated future budget.
Auditor Liaison – Preparation for audit and liaison for audit firm.
Personal and Business Financial Consulting:
Reviewing monthly revenue and expenses to create a budget to follow.
Tracking in accounting system.
Create an agreed upon financial goal and work together to complete it.
Training on understanding finances to become knowledgeable and independent in your financial life.
This package is a great compliment with personal/business bookkeeping.
Ready to go? Lets schedule your initial consultation
Reach out to us by clicking the button below
You will work with owner, Sarah Gould to schedule a time to meet in person to discuss your business needs, and create a custom plan to suit your unique needs.
The cost of this first 60-90-minute meeting is $130. If you become a client after this initial meeting, you'll get a $65 credit on your first bill.
If you have general questions before setting up a consultation, reach out to us, and we are happy to hop on the phone.
