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