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

Are your books a mess? Have you given up because you just don’t have the time to figure out why the books are not reconciling? Let us help you get them cleaned up so they match the most recently filed tax return for the business and get them ready for the next tax deadline.

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

We believe that having your bookkeeping caught up on a monthly basis is the best way to make sure your business is profitable. What good is it to look back 12 months ago to see that a product or service you’ve been selling is not profitable? We can help pinpoint areas that need your attention on a monthly basis so you don’t have to waste your time and money on things that are not helping your business grow. We will enter all the transactions, reconcile all the bank statements, and send a report with a recap to you each month so that you can see the state of your business in real-time.

Advisory Services

Have you ever wondered at the end of each month why your sales are good but you’re struggling to pay yourself or your employees because you keep running out of money? Do you need a trusted advisor to teach you how to read your financial statements in a way that makes sense to you? We offer a variety of advisory services to businesses that need help with budgeting, forecasting, reading financial statements, or just general business advice.