Programs We Offer

OVERVIEW OF PROGRAMS

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​We offer nationwide remote access, monthly support or project-based services:

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One time services:

• Free one time consultation. (30 to 60 minutes - New Client Inquiries) Request.

• Deep Dive review. Analyze financials, see where you stand and provide options.

• Cleanup the books. Can cover one or multiple years 

• Fix Problems and Align Financial Track Program (6 weeks)

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We offer 4 ongoing services:

• Bookkeeping: A Monthly service, 12 month contract.  Become fully tax compliant, enjoy peace of mind. Provide the foundational for accurate and consistent financial records. Recording financial transactions, essentially "keeping the books". 

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• Accounting: Monthly service, No Contract, 90 day notice to cancel. Real-time data to grow your business. Gives visibility to all aspects of your organization's finances. Takes on a higher level of responsibility than a bookkeeper. Accountants interpret and analyze the financial data provided by the bookkeepers to prepare reports and ensure the accuracy of bookkeeping..

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• CFO Advisory: Monthly service, No Contract, 60 day notice to cancel. Proactively supports your growth in advisory format. CFO advisory services offer strategic insights and guidance, usually for specific projects or areas of expertise

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• Fractional CFO: Fractional CFO works remotely on a part time basis but takes on more direct involvement, including operational and leadership responsibilities, often working on a longer-term contractual basis. Fractional CFOs offer more direct involvement and can take on more responsibility within the company.