We offer ongoing accounting solutions at 3 different levels

Smoothies

Business Manager

This hybrid approach is perfect for small businesses that are newly opened or with limited or seasonal activity.

 

We provide you with the tools to handle your day to day financial activities. At the end of the month or 4-week period, we will ensure that all your financial activity is recorded from your POS, payment processor, and bank/credit card accounts

Egg Rolls

Controller

This level is for growing businesses that need timely and detailed information about how their business is performing. Businesses at this level are also looking to streamline operations by implementing financial policies and procedures and delegating some of the accounting responsibilities. 

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Fractional CFO

Our Virtual CFO solution provides full-service accounting and advisory services for businesses looking to scale. Partnered with a seasoned CPA, we truly become a member of your leadership team by providing strategic guidance to support the future growth of your business.

Business Manager
Controller
Fractional CFO
Service Type
Reactive
Proactive
Strategic
Bookkeeping
Monthly
Weekly
Weekly/Daily
Monthly Financial Statements
Monthly Financial Review Video
Business Review Meeting
Weekly Flash Report
Annual Budget
GAAP Accounting
Cash Flow Management
Daily Sales and Cash Reconciliation
Weekly Cash Forecast
Profit Planning
Accountability Sessions with CPA