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FINANCIAL SOLUTIONS

We offer a suite of services that can be tailored to meet your company's needs. Take a look through our services and pick out the right services to get your books in order and help your business grow with confidence.

 

BOOKKEEPING

Essential

  • Perfect for small businesses or startups

  • Cash basis method of accounting

  • Monthly reporting delivered by the 25th

  • 300 Transactions a month

  • Financial reports reviewed and analyzed by one of our experts

  • Quarterly CFO Meetings

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Core: 

  • Great for the growth stage of your business

  • Cash or Accrual basis accounting 

  • Monthly transactions delivered by the 15th

  • 600 Transactions a month

  • Monthly financial video summary 

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Executive/Professional: 

  • For growing or larger companies that have complex accounting needs.

  • Tailored for your specific needs.

  • Accrual basis accounting 

  • Great if you want to know the true story behind the numbers and includes addons like revenue recognition and variance analysis.
     

Add Ons

(apply to any package)

  • Historical Clean Up

  • Billpay

  • Payroll Management

  • Expense Reports

  • Deposit Management

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BOOKKEEPING

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ACCOUNTS RECEIVABLE

Management

  • We will personally call and email your 10 most past due clients to get you paid and work out a payment plan so you get to keep your clients (if you don’t want to fire them)

ACCOUNTS
RECEIVABLE

PAYROLL SOLUTIONS

Management

  • Need help getting your people paid?

  • Let us get you set up with the payroll provider that is right for you.

  • Our team will guide you through set up, implementation and financial reporting accuracy.

  • Our forecasting team will build out your payroll model so you know what to expect when you grow your business

  • Looking for benefit options?  We’ve got options.

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PAYROLL

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ACCOUNTING/FINANCE

Organization and Review

  • Organization and Review
    Are your financial statements not making sense on your company’s state of affairs?

  • A dedicated controller will perform a deep dive into your chart of accounts and will make appropriate changes so you can read the numbers to help you make the decisions when you need to make the decisions.

 

Monthly Help

  • Growing and need help and advice?

  • Our controllers do a full financial review and make adjustments to your financials.  

  • We will show you what your company has done and what it could do.

  • Let one of our controllers show you how great your company could be. 

ACCOUNTING/
FINANCE

CFO SERVICES

Pitching Investors

  • Let one of our CFO’s help you build a pitch model that you feel good about.

  • Estimate 5-10 hours (one time)

 

Organizational Review

  • Our team of CFO’s will help you review processes, people and your technologies.

  • We will customize a plan that’s right for your business to get you back on track.

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Strategy

  • Looking for a long term strategy in an ever changing world?

  • Have one of our CFO’s join your team.

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CFO SERVICES

PAYROLL
Bookkeeping
Accounts Receivable
Accounting/Finance
CFO Services

Ready to get started? Contact us

We are here to assist. Contact us by phone, email or via our social media channels.

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