Services
Virtual CFO
As your virtual Chief Financial Officer (CFO), we will become your right hand to help you with the financial decisions in your business. We can meet weekly or every other week to discuss the forecasts and budgeting for your business to make sure you’re on track with the cash flow and growth of your business. We can assist you with cash flow forecasting to determine whether it’s time to add another employee or discontinue a product or service in your business that is no longer profitable.
QuickBooks Online Set-Up & Coaching
Have you just started your business and you need someone to help you set up your bookkeeping? We can help recommend the subscription level necessary for your business in QuickBooks Online and get the Chart of Accounts, Bank Feeds, and Custom Reports set up for you. If you need to convert your books from QuickBooks Desktop, we can do that too. We are here to help support you by training you on how to use QuickBooks online.
QuickBooks Clean-Up
QuickBooks Catch-Up
Have you been so busy running your business that you’ve fallen behind on entering your transactions and reconciliations? Let us help you get caught up so you can use your financial statements to make decisions that are going to help your business become more profitable.
Monthly Ongoing Bookkeeping
Advisory Services