My goal is simple: To help you start, build and grow the business you dream of.
We'll begin with an examination of your current systems and processes. Then tailor our services around your unique budget, goals, and processes.
Revenue: $0 - $5,000 per month
- Manage Chart of Accounts for your specific industry
- Manage Accounts: credit cards, banks, customers and vendors (up to 3 each).
- Products / Services updates
- Accounts payable - Bill Payment
- Accounts receivable - Invoicing
- Account reconciliations
- Month-end close
- Monthly, quarterly and annual financial statements
- 1 HR Strategy Session per month
Small Business Package
We'll decide how much support your business requires, weekly, monthly or quarterly. The goal is to be compliant and consistent each month.
Revenue: $5,001 - $10,000 per month
Includes, everything in entrepreneur package and
- Manage Accounts: Bank, credit cards (up to 7)
- Vendor Account Maintenance
- Customer Account Maintenance
- Inventory Management
- Cost Control Processes
- Budgeting and Forecasting
- Owner payroll Management
- Internal controls Processes
- Sales tax and payroll tax reporting
- Custom Reports ( up to 3)
- 1 HR Startegy Session per month
Chief Financial Officer (CFO), oversee long-term financial picture. with capital structure and the best mix of debt, equity, and internal financing.
Revenue: $10,001+ per month
Includes, everything in entrepreneur and startup package, plus CFO Services.
- Develop Investment Strategy
- Unlimited transactions
- Unlimited Account Management
- Unlimited Reports
- Month End Close
- Manage Capital Structure: Assets, Debt, Equity and Financing
- Internal Auditing and Assurance
- Tax Planning
- 2 HR Strategy Session per month