Unlock Cost Savings with Our Bookkeeping and Virtual CFO Services
Are you tired of the high costs associated with hiring a full-time bookkeeper or CFO, which can range from $40,000 to $150,000 annually? We have a solution that not only saves you money but also provides you with top-notch financial expertise.
Affordable financial management that doesn't compromise on quality.
Precise and organized financial records to ensure error-free bookkeeping.
Gain CFO-level expertise without the cost of hiring a full-time CFO.
Regular financial reporting, tax planning, and expert guidance.
Flexible and scalable level of services that suits your business, and easily adapt as your needs change.
Rely on experienced professionals to manage your finances, so you can focus on what you do best.
Professional services include
Month end bank reconciliation
Month end review of financials
Monthly Balance Sheet and Profit & Loss Statements
Access to CPAs and team if you have questions about your business
QuickBooks Plus Online License - estimated annual savings of $1,020.
Year end business tax returns preparation (include federal and 2 state returns) - minimum of 12 months commitment.
Access the skills and expertise of a seasoned CFO without the cost of hiring a full-time employee.
Tailored financial plans and strategies to meet your specific business goals and needs.
Identify and mitigate financial risks to protect your business's financial health.
Ensure tax compliance while minimizing tax liabilities through expert tax planning.
Easily scale your virtual CFO services as your business grows and evolves.
Strategic guidance to health insurance, retirement accounts, loan application and audit liaison.
Need help with IRS and State notices
Need help with updating your books and preparing tax returns
Need help with setting up your new business
Need help with registering and setting up payroll
Need help setting up contractors and year end reporting
Need CPA advice
Schedule an appointment for a quote