Accounting and Fractional CFO Support for your Growing Business
Services provided based on your needs.
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CFO Advisory Services
Add-on to Bookkeeping Services
Annual budgeting assistance
Budget to actual reviews
Cash flow forecasting
Strategic decision support
Trend/KPI analysis
Review of performance and suggestions for improvements
60-minute quarterly review call
Custom pricing based on complexity
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Standard Bookkeeping Services
Monthly Bookkeeping
Monthly account reconciliation
Monthly summary report
Month-end close and reports by the 15th of each month
Accrual-based adjustments (Inventory, WIP, Saas subscriptions, etc.)
30-minute monthly financial review call
Custom pricing based on complexity
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Fractional CFO Services
Oversight of monthly close
Analysis and interpretation of financial data
Annual budgeting assistance
Review and implementation of internal controls
Audit and bank reporting support
Oversight of financial systems and suggested improvements
Other strategic guidance/projects
Custom pricing based on complexity
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Hourly Advisory Services
Quickbooks implementation
Data migration
Help with applications (loans, etc.)
Clean-up work
Strategic decision support
Other support
Custom pricing based on complexity