Membership

For business owners who handle their own accounting or have a bookkeeper but need additional financial guidance, our Membership offers a cost-effective solution. With this service, you gain access to two 30-minute scheduled meetings each month. These sessions are designed to help you understand what your financial statements are telling you, ensuring you have the clarity needed to make informed decisions without committing to a full-service client relationship.

Bookkeeping

Our comprehensive bookkeeping services are designed to keep your financials accurate and up-to-date. We start with an Initial Consultation to tailor our services to your needs. We conduct a Financial Statement Review to evaluate your financial health. Our Recordkeeping & Bank Reconciliations ensure every transaction is accurately recorded and reconciled monthly. Through our Analysis and Perspective, we provide insights into your financial data, highlighting strengths and areas for improvement. We meet once a month for one hour, and offer ongoing Support and Guidance to help you navigate financial issues and make informed decisions. Additional email or phone communication is available to address any concerns or questions that arise between meetings.

Consulting & Outsourced CFO

Our CFO Advisory services provide in-depth, strategic financial support tailored to your business. We begin with an Initial Consultation to understand your goals and challenges. Following this, we conduct a Financial Statement Review to analyze your Balance Sheet, Profit & Loss Statements, and Cash Flow Statement. We then offer Analysis and Perspective, detailing what your numbers reveal about your business. Our services include Cash Flow Forecasting to project future financial scenarios, Budgets and Projections for planning and decision-making, and Goal Setting and Strategic Planning to track and achieve your business objectives. We meet once a month for one to two hours, providing ongoing Support and Guidance to help you stay on track and adapt to financial challenges. Additionally, we offer extra email or phone communication as needed for any issues that arise in your business.