Our financial services provide you with wisdom and peace of mind. They are designed to support you on each stage of your journey.
Bookkeeping Services to Secure Your Financial Foundation
Based on your Check-up or Diagnostic, together we’ll review what service package fits your needs best.
These services include:
Manage your books, including accounts receivable & accounts payable
Provide you with timely financial reports
Communicate meaningful insights from your reports on a regular basis
Make sure your financial information is ready for tax time
Interact with your tax preparer to answer questions, obtain and perform adjusting entries
CFO Services for Your Path to Profitability and Your Guide to Growth
You and your business are unique, so we’ll work together to determine which additional financial services will be critical for your success based on your current financial health and your future goals. You may need to establish or improve your profitability or cash flow before you expand any further. Or, you may already be profitable and ready to grow to reach the next goal.
Our CFO services include:
We analyze your revenue and expenses and provide you with recommendations for how to achieve or maintain profitability.
We co-create your annual budget and review your budget-to-actual reports on a regular basis throughout the year so you know where you stand in relation to your goals.
Together, we will identify your key performance indicators, and create a simple dashboard that you can check anytime to get a quick read on how your business is performing.
We analyze your accounts receivable, inventory, and accounts payable processes and make recommendations to boost your short-term cash flow.
When you are ready to grow, we help you identify when to add to staff, when to invest in additional equipment, and how to shop for and obtain a loan or line of credit.