Services

Accounting Services

Ongoing accounting provides up to date data for business owner to gain power over their finances.

Starting at $1,000/month

Accounting Services Include

Monthly Reconciliation of Bank/Credit Accounts
CPA Review and Advisement of Critical Accounts, such as Tax Liabilities, AR and AP
Financial Statement Preparation
Monthly Meeting with Financial Review Points

Power Session

Offered as a one time assessment of your financial health. This is designed for us to do an initial deep dive of your financials and systems and give you some tangible goals to work towards.

$3,000-$5,000/ Session

Power Hour includes

Discovery Meeting
Comprehensive Financial Health Review
Quick Wins Summary Report
Hour Meeting Reviewing Key Findings

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Foundation Plan

Ideal for businesses seeking ongoing in-depth financial guidance. This plan implements cash flow strategies and KPI monitoring for the business owner to feel in control of their financial direction.

$3,000-$5,000/month

Foundation plan includes

CFO Core Report
Basic Cash Flow Monitoring
Core KPI Tracking
Goal Tracking
Tax Planning Insights
Monthly Financial Review Meeting
Limited Ad Hoc Support