SERVICES
BOOKKEEPING
Build a package that streamlines your accounting workflows and saves you both time and money
Services Include:
Bill Payments
Credit Card Expense and Receipt Management
Customer Invoicing and Payments
Data Entry & Bank Reconciliations
Financial Statements
Payroll Processing
Project Tracking
Sales Tax Filing
Secure document collection and storage
1099 Prep and Filing
Includes Xero and Hubdoc Subscriptions for Bookkeeping and Document Collection
CFO ANALYTICS
Gain valuable insights into your business' health and performance. Use this data to boost your sales and increase the profitability in your business.
Services Include:
Budgeting
Business Metric Dashboards
Cash Flow Forecasting
Entity Consolidated Reporting
Financial Statement Forecasting
Key Financial Health Metrics
Scenario Planning
Target Setting and Benchmarking
Call to Review Reporting and Provide Guidance
Includes Client Access to CFO Analytics Portal