SERVICES

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