Our Services
Bookkeeping
Using our preferred accounting system, Xero, we will manage and appropriately account for your business transactions. Being fully cloud-based, you'll have real-time, easy access to your records from anywhere on any internet-connected devise.
Depending on your company's needs we can provide the following:
Bank Reconciliations
Balance Sheet Reconciliations
Inventory Tracking
Job-Costing/Contract Recognition
Foreign Currency
Payroll
State/Local Taxes & Compliance
CFO/Controller Services
We offer CFO/Controller type services at a fraction of the cost of a full-time manager.
We realize that some small to mid-sized business' struggle to understand their finances, but don't have the capital to pay for a full time position.
We will work closely with you to address pressing financial concerns and help you make critical decision.
Management Support
Financial Statement Preparation
Review Budgeting/Forecasting
Variance Analysis
EVERY BUSINESS IS UNIQUE.
Service Model
We tailor our services to meet your unique needs. What's important and relevant to one business owner may not matter to another. Most clients prefer paying a fixed fee for all specified services (which includes regular contact related to those services).
Clients can call/text/email us whenever they need without the worry of being nickeled and dimed. Services that we do not provide, but will happily refer or connect you with trusted partners, include: Income tax preparation (business & personal), attestation services (audits or official opinions on financial statements), valuations, benefit plan administration, and legal services.
Initial Consultation: Free
Pricing
Deposits are generally required before we begin work for a client. This includes completing any catch-up work and setting up systems/processes, among other needed initial services.
Our deposit fee starts at $500, but we'll need to consider the size of your accounts receivable/payable, inventory, fixed asset ledgers and whether we'll be transferring information from another accounting system or going through receipts in shoe boxes.
Additionally, we charge weekly or monthly retainers for ongoing services based on the clients’ needs, size of the business, and complexity of their accounts. The retainer includes all agreed upon services and is reviewed quarterly/annually to keep up with your growing business. Our retainers start at $550 per month.
We value transparency
Therefore, prior to commencing any services, we will clearly communicate the engagement with you and mutually agree on the up-front and monthly fees.