Our Toolkit

Services

When you need a hand

Consultation Sessions

We listen to you, collaborate on a plan, and give you a push! We offer 4 and 8 hour consulting packages to get you organized and on the right track. What’s involved:

Review your current financial record keeping processes and business goals.
Evaluate your company’s pain points and procedures.
Create an action plan to meet your objectives.
Discuss the status of your action plan and business progress.
Explore alternatives to aspects of the plan that are not working.
Establish KPIs for ongoing maintenance

When you need a guide

Financial Oversight

A check-in when you need it. With monthly consulting, we help keep you on track by providing thought partnership in your financial decision making. What we do:

Participate in regular meetings or conference calls to maintain accurate and up to date financial data.
Monthly reconciliation of all accounts.
Review of reports and transaction details.
Preparation of monthly actuals reporting and financial statement package.
Collaboration with leadership on big picture financial strategy and goals.

When you need a partner

Full Back Office

We’re with you every step of the way. Our full back office provides you day-to-day management of all financial aspects of your business. How we work make it happen:

Participate in regular meetings or conference calls to maintain accurate and up to date financial data.
Prepare financial reports for leadership and other interested parties as needed.
Monthly reconciliation of all accounts.
Quickbooks data entry.
Review of reports and transaction details.
Preparation of monthly actuals reporting and financial statement package.
Transactional management of accounts payable and disbursements.
Transactional management of accounts receivable.
Payroll management.

Services

Consultation Sessions

Financial Oversight

Full Back Office

Book a free consultation!