CFO SERVICES


CFO Solutions: Manages the company or organization’s finances and are responsible for financial reporting through various responsibilities such as:

Bookkeeping

Record financial transactions, maintain financial records, fact check financial data and update financial statements using specialized software, spreadsheets and other tools to track and manage data to ensure accounts are current and accurate.

CFO Quarterly/Annual (Rental)

Provide CFO services by analyzing your financials and organization by helping owners/partners make concrete decisions about business ordeals in regard to the health of the operations and the strength of longevity of the entity.

Payroll Services

Collects timekeeping information of employees, manages benefit packages with payroll software and accurately calculates pay according to the hours worked. Also manages complaints and questions regarding payroll and investigates and resolves any errors in payroll.

Quickbooks Training

Able to train individuals in a classroom/group setting or by online webinar the fundamentals and the advanced functions of the software to provide an adequate way to navigate through and complete the desired task.

Quickbooks Set Up

Set up a new or an existing business using the company name, address, phone number, email address, business structure (DBA, C Corp, S Corp) and Tax ID, along with bank and credit account numbers and statements to begin tracking the businesses books.

CFO Services

SBA Agent- overseeing documents in preparation for the SBA and/or its lender.

How We Would Work Together To Reach Your Account Goals We want to help you solve your challenges. Every nonprofit is different so our solutions are based on a tailored approach, with a dedicated team for your organization. It’s simple to get started and we’ll stand by your side throughout the entire process.

Step 1: Schedule a Strategy Session with our Sales Team

Fill out the contact form on our website with your name, email, and a brief message about what services you’re looking for. Our team will get back to you to arrange a virtual meeting, to learn more about your organization and how we could work together.

Step 2: We sit down together to get to know your organization and its financial goals better

We work with small business from a variety of industries and sizes. And, the best part for us is the opportunity to get to know your organization. We’ll discuss your questions, challenges, and walk through your goals. This is the most important step before we put together a strategy for helping your organization get control of your business.

Step 3: We provide you with a transparent breakdown of our proposed solutions and pricing

Based on your unique needs, we come up with a breakdown of our proposed services. Our goal here is to be upfront about how we can help you reach your goals and how much it will cost. We exist to bridge the gap between the high-quality services you need and the services you can afford. We will work with your budgetary limitations without compromising on setting you up with a reliable and comprehensive solution.

SIMPLE, AFFORDABLE PRICING FOR YOUR BUSINESS Only pay for what you need. Our three-tier pricing system gets you the services you need for the size of your business. Bookkeeping made simple, at a price you can afford.

Bronze Plan

Under $250,000 In Annual Expenses
$ 250,000 Annual Expenses
  • Cloud-based system
  • Setup chart of accounts
  • Review general ledger activity to ensure accuracy in financial reporting
  • Monthly reports to include financial position and activities of organization.
  • Bank reconciliations and credit card reconciliations
  • Reconciliation for prepaid expenses, deferred revenues, accrued expenses, and other balance sheet items.
  • Post any other accrual-based service entries
  • BOOKKEEPING SERVICES
  • Review payment of vendor invoices
  • Record to fees, contributions and deposits
  • Starting at $750+/Month

Silver Plan

Between $250,000 - $750,000 In Annual Expenses
$ 250,000 - 750,000 Annual Expenses
  • Cloud-based system
  • Setup chart of accounts
  • Ensure accuracy in financial reporting in ledger.
  • Monthly reports to include financial position and activities of organization.
  • Track revenue and expenses by grant
  • Bank reconciliations and credit card reconciliations
  • Reconciliation for prepaid expenses, deferred revenues, accrued expenses, and other balance sheet items.
  • Post any other accrual-based service entries
  • Audit preparation and compliance
  • BOOKKEEPING SERVICES
  • Review payment of vendor invoices
  • Record to fees, contributions and deposits
  • Maintain documentation for each transaction for audit preparation purposes
  • Starting at $1000+/Month

Gold Plan

Over $1M In Annual Expenses
Custom
  • Cloud-based system
  • Setup chart of accounts
  • Ensure accuracy in financial reporting in ledger.
  • Monthly reports to include financial position and activities of organization.
  • Track revenue and expenses by grant
  • Cash flow projections
  • Bank reconciliations and credit card reconciliations
  • Reconciliation for prepaid expenses, deferred revenues, accrued expenses, and other balance sheet items.
  • Post any other accrual-based service entries
  • Audit preparation and compliance
  • BOOKKEEPING SERVICES
  • Review payment of vendor invoices
  • Record to fees, contributions and deposits
  • Maintain documentation for each transaction for audit preparation purposes
  • Starting at $1000+/Month

In addition to your standard monthly services and bookkeeping, we can assist in catch-up and clean up of your database. We are a team of EA with experience in Quickbooks, Quickbooks Online, and many other cloud-based solutions.

All other Services require a Strategy Services:

Tax Preparation

Tax Planning

Tax Resolution

Entity Creation

QBO Training

Payroll Solutions

Schedule an appointment to talk more about your specific needs.

schedule an

APPOINTMENT