top of page

​

  • 1-2 Bank Accounts

  • Up to 25 monthly Transactions

  • Monthly Financial Reports (Customized)

  • Budget Prep and Quarterly Review

  • Quarterly Meeting with Business Owner (4)

  • Email/phone communication as needed

  • Coordinate providing data to Tax Accountant

​

  • 2-3 Bank Accounts

  • 26-50 monthly Transactions

  • Monthly Financial/Ad Hoc Reports (Customized)

  • Budget Prep and Monthly Review

  • Twice Quarterly Meeting with Business Owner (8)

  • Email/phone communication as needed

  • Coordinate providing data to Tax Accountant

​

  • Up to 4 Bank Accounts

  • 51-100 monthly Transactions

  • Monthly Financial/Ad Hoc Reports (Customized)

  • Budget Prep and Monthly Review

  • Monthly Meeting with Business Owner (12)

  • Email/phone communication as needed

  • Coordinate providing data to Tax Accountant

wordcloud.jpg

Services

Small Business​

  • Initial Consultation: Free 30 minute consultation

 

  • Consulting: CFO and Controller level services including, but not limited to, in-depth review of business operations, structure, and current financial records in order to make recommendations, set up systems / processes, convert data, and prepare customized reports.

​

  • Budget preparation and analysis 

​

  • Accounting: Ongoing maintenance of accounting records (service levels below are a guide and are subject to further agreement based on customized needs.)

Individual​

  • Initial Consultation: Free 30 minute consultation

 

  • Review monthly spending and develop a personal budget and goals

​

  • Track personal finances and provide a monthly statement of net worth and personal profit and loss statement​

bottom of page