No matter where you are in your business journey, we're here to assist you in reaching the next level with our financial expertise.
All of our monthly accounting services include the following:
Monthly Bookkeeping: Our expert team will handle all data entry, accounts reconciliation, and reporting tasks in QuickBooks Online.
Monthly Reporting: These reports contain the precise financial information our clients require to assess the well-being of their businesses and make informed decisions as CEOs.
Year-round support: You will gain access to our 4 monthly group Q&A calls. You will also have access to any additional group calls throughout the year to ensure you are setup for success.
Accounting Team: You will be assigned an account manager and bookkeeper to ensure accounting is accurate.
And so much more!
This financial strategy intensive is a 90-day engagement that includes:
Bi-weekly 1:1 coaching: You will have bi-weekly calls with your coach with unlimited email and text support.
Evaluation and implementation financial system: We will review your past financial health. We will use the information to integrate a scalable solution for your business.
Financial Roadmap and Profit Plan: We will work together to develop a plan that matches your life goals.
Custom Dashboard: We will design a custom dashboard for your financial and non-financial KPIs to ensure you fully understand where you are how to get to the next level.
And so much more!
All of our monthly accounting services include the following:
Weekly Bookkeeping: Our expert team will handle all data entry, accounts reconciliation, and reporting tasks in QuickBooks Online.
Monthly Financial Debriefs: You will receive monthly video debriefs from your accountant in regards to your financials to ensure you are staying on track with your goals.
CFO support: You will have unlimited email and text support from your accounting team along with 1:1 financial reviews and strategy sessions with your CFO.
Advanced systems and enhanced reporting: Budgeting and forecasting, cash flow forecasting, and advanced dashboard with KPIs for scaling you business.
And so much more!
Book now
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