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We comprehensively maintain your book records and reporting by becoming part of your team. We provide insight into your business’ financial health.
View of your business using our enhanced financial reporting. You will be able to review and learn how you can strategically grow while being compliant with external audit and tax reporting.
Develop, monitor, and execute FP&A, financial strategies, manage cash flow, implement strategies to optimize working capital, and debt management.
With collective experience of over 150 years in delivering professional services to businesses, we are well-equipped to provide exceptional services.
| Service Type | Bookkeeping | Accounting | CFO Services |
|---|---|---|---|
| Monthly Professional Fees | $2,800 | $3,900 | $9,000 |
| Maintain the general ledger | ✓ | ✓ | ✓ |
| Maintain trial balance | ✓ | ✓ | ✓ |
| Prepare journal entries | ✓ | ✓ | ✓ |
| Reconcile bank accounts | ✓ | ✓ | ✓ |
| Tax Planning | ✓ | ✓ | ✓ |
| Email/Phone Support | ✓ | ✓ | ✓ |
| Monthly financial statement preperation | ✓ | ✓ | ✓ |
| Estimated hours dedicated | 6 | 10 | 20 |
| Meetings | Typically 1x/month | Typically 2x/month | Typically 1x/weekly |
| Accounts Payable | ✗ | ✓ | ✓ |
| Accounts receivable | ✗ | ✓ | ✓ |
| Budgeting & Forecasting | ✗ | ✓ | ✓ |
| Cash flow managment | ✗ | ✗ | ✓ |
| Bank relationship | ✗ | ✗ | ✓ |
| Overall financial managment | ✗ | ✗ | ✓ |
| Expansion advice | ✗ | ✗ | ✓ |
| Assistance with mergers & acquisitions | ✗ | ✗ | ✓ |
| Expert strategies on tax savings & planning | ✗ | ✗ | ✓ |
| Partner tax return | ✗ | ✗ | ✓ |
| Business tax return | ✗ | ✗ | ✓ |
| KPIs & analytics | ✗ | ✗ | ✓ |
| Custom compesation | ✗ | ✗ | ✓ |
| Stakeholder meetings | ✗ | ✗ | ✓ |
