Our Services

We tailor our services to meet your business needs.

Service Menu

Business Support

We provide decades of expertise in:

  • Business planning/start-up
  • Organizational design
  • Strategy/branding
  • Culture
  • Financial planning
  • Operational planning
  • Fractional CEO, COO, CFO, and Controller
  • Business process outsourcing

Finance Services

Solutions to maximize your profitability:

  • Budgeting
  • Forecasting
  • Financial planning & analysis
  • Data analytics
  • Pricing models
  • Business plans

Accounting Services

Know your financial picture using our services in:

  • Bank reconciliation
  • Month & year end closing
  • Sales tax filing
  • Tax preparation
  • Financial reporting
  • Cash management
  • Accounting software setup & administration
  • Inventory management

Bookkeeping Services

Save yourself the headache of:

  • Accounts payable
  • Accounts receivable
  • Payroll
  • Purchasing
  • Invoicing

Business Taxes

Get help with:

  • Tax consulting
  • Quarterly tax analysis
  • Tax returns
  • Tax statements

Software

Get help setting up:

  • QuickBooks
  • Microsoft Office 365
  • Google Workspace
  • Power BI
  • Project management
  • CRM
  • Integration

Pricing

Service Level 1

  • QuickBooks management
  • Invoicing
  • Accounts payable
  • Accounts receivable
  • Payroll
  • Bank reconciliation
  • Month & year end closing

Service Level 2

  • Everything in Service Level 1
  • Purchasing
  • Cash management
  • Tax preparation
  • Financial reporting
  • Basic financial analysis
  • Weekly dashboards

Service Level 3

  • Everything in Service Level 2
  • Budgeting/forecasting
  • Advanced financial analysis
  • Data analytics
  • Pricing models
  • Inventory management

Consulting Services

  • Business planning/start-up
  • Organizational design
  • Strategy/branding
  • Culture
  • Financial planning
  • Operational planning
  • Fractional CEO, COO, CFO, and Controller
  • Business process outsourcing
  • Tax support (CPA)
  • Quarterly Tax Analysis (CPA)
  • Tax returns (CPA)

Please contact us for pricing!

We tailor our services to meet your business needs.

Contact us