Services

Our Monthly Packages

Bookkeeping Services

Accurate, day-to-day financial management
  • Full-cycle bookkeeping
  • Transaction categorization
  • Bank & credit card reconciliations
  • Financial Reports
  • General Ledger Maintenance
  • Historical Clean-up
  • Sales & Use Tax Filing
  • Customized Chart of Accounts
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Benefit: Organized, accurate records that save time and reduce stress

Fractional Controller

Actionable insights for better decision-making
  • Real-Time Data to Grow Your Business
  • Accounts Payable & Receivable Management
  • Software Integration with Third-Party Apps
  • Financial Statement Preparation
  • Cashflow Management
  • Process Review and Improvements
  • General Advisory
  • Internal Control Functions Assistance
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Benefit: Make informed financial decisions and optimize cash flow
Popular

Fractional CFO Services

Strategic financial oversight for growth
  • Proactive Growth Support
  • Forecasting & Budgeting
  • Profitability analysis & growth strategy
  • Financial Reports by Project/Department
  • KPI Dashboard
  • Cash Flow Optimization
  • Strategic Financial Planning
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Benefit: Confidently scale your business with expert financial guidance

Final pricing depends on business size, transaction volume, and complexity. Get a custom quote!

Our Service Includes

Transaction Categorization

Ensure your financial transactions are accurately categorized for easy tracking and reporting.

Reconcile your bank and credit card statements with your books to maintain accuracy and order.

Ensure your assets, liabilities, and equity are accurate and up to date.

Manage your bills and invoices, ensuring timely payments and collections.

Provide a detailed month-end analysis of your financial statements for valuable insights into your business’s financial health.

Streamline data by integrating your accounting software with
other tools.

Prepare for a smooth year-end close, 1099 filings, and collaborate with your CPA for accurate tax reporting.

Create and manage a realistic budget aligned with your goals.

Align inventory accounting with your financial reports to maintain accurate margins and profitability.

Track and analyze costs to ensure profitability for each job or project.

Calculate, file, and track sales tax to keep your business compliant.

We keep your books accurate and up to date every month, with reconciliations that help you make better business decisions.

Get a customized dashboard to monitor key performance indicators critical to your business’s success.

Bring your books up-to-date if they’re messy or behind (priced separately from monthly packages).