Cleanup

Your books are a mess and you want a simple solution to get your financials accurate and up to speed. That’s exactly why we created this one-time service. Here are the key benefits:

• Complete historic reconciliation to balance your books.
• Honest and unbiased recommendations for moving your business forward.
• No commitment to continue.

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Daily

• – Communication with Your Bookkeeper Via: Slack + Weekly Video Call
• – Financials Delivered by the 10th
• – Transaction Volume: Up to 1,000/Month

Weekly

• – Communication with Your Bookkeeper Via: Slack
• – Financials Delivered by the 15th
• – Transaction Volume: Up to 400/Month

Monthly

• – Communication with Your Bookkeeper Via: Email
• – Financials Delivered by the 25th
• – Transaction Volume: Up to 250/Month

Accounting

With 15+ years of experience, our dedicated controllers are here to take care of your more complicated financial needs, going beyond simple reporting to keep you investor ready. Here are the key benefits:

• A flexible, dedicated team member to meet with and no minimum or maximum monthly requirement.
• Extensive, custom reports.
• Data interpretation and recommendations.

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CFO

Do you need a model to predict your revenue? What about needs assessment budgeting and treasury services? Our advisory CFOs are the consultants you need to plan for the future. Here are the key benefits:

• A dedicated CFO with 25+ years of experience and the flexibility to customize to you and your benefits.
• Industry specification that’s tailored to your specific needs.
• Expert advice to help you navigate funding and understand how much your business is worth.

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