It's time to partner with someone that will help you scale your business and focus your efforts.
This is about being strategic with your business decisions and feeling confident in your investments, hiring decisions, and service expansions.
This isn't about having financials ready for your tax pro as soon as tax season starts (it's just an added bonus).
It's about making sure you're on target with your big goals and are able to course correct if you're off track.
It's also about having someone in your corner, so you feel supported in making decisions.
Outsourced Accounting Package
No more stressing about getting your financials updated. You'll receive timely, complete financials on a monthly basis.
Included in Base Price:
- Full service bookkeeping
- Accountant categorizes transactions
- Reconciliation of up to 2 accounts
- Monthly financial statements
- Unlimited chat & e-mail support
- QuickBooks Online subscription
Optional Add-On:
- Payroll management
- Client invoicing
- Bill Payment
- Monthly strategy call
Starting at $350/month
Financial Planning & Analysis Package
You'll have a partner in understanding your business and making strategic decisions. You've known that you could do more with your financials, but didn't have the time or expertise. With this package, I've got you covered.
Included in Base Price:
Outsourced Accounting Base Package (see above), plus:
- Budget creation
- 12-month financial forecast
- Monthly budget-to-actual comparison
- Company specific key performance indicators (KPIs)
- 2 strategy calls per month
Optional Add-On:
- Payroll management
- Client invoicing
- Bill Payment
- Additional strategy calls
- Cash flow forecasting
Starting at $1250/month
Coaching & Consulting Package
Just starting out or not ready to outsource your accounting, but wish you had access to an accountant to ask questions to? I've got you covered.
I can help you with:
- Choosing & setting up your legal entity form.
- Pricing for profit.
- Profit analysis in your business.
- Analyzing different business investments.
- QuickBooks online setup and training.
- And more!
Contact for Custom Quote
What Others Have to Say
Grab Your Free Monthly Financial Checklist
The Simple Strategy to Manage Your Business Finances
If you feel like you don't even know where to start when looking at your financials, you're not alone. I created this fillable PDF checklist to help business owners like you simplify financial management by zeroing in on what's important
Ready to Dive in?
