ROADMAP TO SUCCESS
Discovery
Strategy
Implementation
Maintenace
The first step with any process is discovery. Proper data, whether good or bad, will help you determine what steps need to be taken next.
Having a well set out strategy will help create direction. This is called calculated risk.
Don't we all wish we could start here? It's true! Time to implement the strategy we worked so hard to create. Here is where true change begins.
Don't waste time cleaning up after yourself. A well built company requires minimal maintenance if the systems are properly tuned!
Let's chat! Sometimes all it takes is 20 mins!
With us... THATS FREE!
“Beware of little expenses;
a small leak will sink
a great ship.”
~Benjamin Franklin~
Start Up Services
We know it can be difficult to transition your bookkeeping and financial management to a new team. So we've crafted start-up services to get you set up and caught up to date without letting anything fall through the cracks.
Discovery
All our clients start here. No matter how big or small the job, we want to be sure we take the time that is needed to discover all there is to know about your company, it's goals, the current situation, and how exactly we can help you before starting the project.
Set Up
Need a new QuickBooks Online file set up? Migrating from Desktop to the cloud? Managing everything in spreadsheets? We've got your back. We've setup 1,000's of new QuickBooks Online files. Your's can be next.
Cleaning & Catch Up
Maybe you've been handling the books until now and are not sure if you've done it propoerly. Or perhaps you need a new bookkeeper. Whatever the current state your QuickBooks file is in, we can get it cleaned and caught up to date. Then offer ongoing services to keep it that way.
Ongoing Services
Gold
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Everything in Bronze, plus:
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Books Done Weekly
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4 Virtual Meetings each Month
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Payroll Management
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Accounts Receivable Management (limited)
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Accounts Payable Management
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Customized Reporting
Your Team:
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Dedicated Cloud Accounting Manager
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Dedicated Full-Charge Bookkeeper
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Dedicated Payroll Manager
* Estimated $160,000 in yearly savings over an in-house team
Platinum
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Everything in Gold Plus:
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Books Done Daily
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16 Virtual Meetings each Month
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Advanced Reporting
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Cashflow Forecasting
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KPI reporting
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Tax Planning & Anaylsis
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Project Management Software
Your Team:
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Dedicated Cloud Accounting Manager
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Dedicated Full-Charge Bookkeeper
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Dedicated Payroll Manager
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Dedicated Fractional CFO
* Estimated $350,000 in yearly savings over an in-house team
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