Services

Are you ready to elevate your accounting experience?
Ready for a future where you see your projected profits, not just past figures?
Ready for your business to provide you with consistent income and secure your retirement?

Concierge Bookkeeping

Bookkeeping at a Higher Level

When you're prepared to elevate from your current bookkeeper or ease the load on your to-do list, we step in to manage your financial records and offer a transparent view of your profitability.

Includes:

  • Bookkeeping & Monthly Financial Statements

  • Annual Tax Reporting Package

  • Tailored Chart of Accounts

  • Unlimited Support

Suggested for entrepreneurs and small business owners with an annual revenue exceeding $100,000.

Part-Time CFO

A View into the Future

Discover a service that offers a transparent financial outlook for your business, owner compensation, and retirement. Each month, you'll gain confidence in the clear path your business is following.

This package includes:

  • Bookkeeping & Monthly Financial Statements

  • Annual Tax Reporting Package

  • Monthly Strategy Meeting

  • Cashflow Forecasting

  • Custom Quarterly Tax Estimates

Ideal for solo entrepreneurs or small team business owners with an annual revenue of $200K or more.

Outsourced Chief Financial Officer

Expert oversight for your growing business

Engage us as your fractional CFO for your growing business. We'll seamlessly collaborate with you and your leadership team, providing guidance to make optimal decisions for sustainable growth.

Key Services:

  • Cashflow forecasting with a target margin of 20-30%

  • Establishment of a cash reserve covering 3-6 months of payroll and expenses

  • Year-round tax planning

Ideal for business owners with a developed business model and an annual revenue of $750K or more.