Services

Clean-Up Project

Clean-ups are a one-time project to be completed prior to beginning monthly bookkeeping. The scope, time to complete, and price vary and are specific to each client’s situation. Prices generally start at $5,000 and can be $10,000+ depending on scope.

Monthly Bookkeeping

Our clients spend an average of $1,300 a month for bookkeeping only (no additional bill pay, invoicing, etc.)

Monthly bookkeeping services include:

  • Recording and Categorizing Transactions

  • Booking Journal Entries

  • Reconciling Accounts

  • Producing Financial Statements

    • Balance Sheet

    • Income Statement (Profit and Loss)

    • Accounts Receivable

    • Accounts Payable

CFO Advisory

Let’s make your next million dollars! Our CFO advisory clients pay an average of $6,000 - $10,000 a month. Services are tailored to your business goals and typically include:

  • Identifying and tracking key performance indicators

  • Tracking revenue by service

  • Tracking revenue and costs by project/client

  • Budgeting

  • Cash flow forecasting

  • Assist with service pricing based on targeted profit margins and operating expenses

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