Work With Us
CFO ADVISORY, BOOKKEEPING & ACCOUNTING SERVICES
Service Options
Essentials
Your Financial Foundation
For the business-owner who's ready to get their finances figured out for good.
Includes…
Monthly Record Keeping
Unlimited Transactions
Up to 5 Bank/Credit Accounts
Quarterly Visual Reporting
Annual Financial Presentation
Starting at $450/month
Optimize
Accounting for Growth
For the business-owner who's growing and needs increased support.
Includes…
Everything in Essentials
Unlimited Bank/Credit Accounts
Payroll with Gusto
Monthly Visual Reporting
Starting at $650/month
Advanced
Elevate your Financial Strategy
For the business-owner who requires more frequent information and budgeting support to make timely business decisions.
Includes…
Everything in Optimize
Bi-Weekly Recordkeeping
Annual Recap & Budget Planning Meeting
45-Minute One-on-One
1099 Filings
Starting at $900/month
Historical Cleanup
Books not caught up? We can help!
You cringe at the thought of dealing with your finances so you have put it off. Now you have fallen behind and have no idea where to start.
We can help you get cleaned up, caught up and ready for the next level of success - no matter how far behind you are.
Not ready for monthly services? Customized set-up and training to get you up and running.
We'll set you up for success!
Customized QuickBooks Online set-up.
Efficient monthly bookkeeping workflow development.
QuickBooks Online 101 - everything you'll need to succeed.