Virtual Services & Consulting
Ready To Make More Money & Keep More Of It?we’re about to get all up in your (money) business…
Cloud Accounting, Bookkeeping & Virtual CFO Services
Are you really ready to dive in and get to know your numbers?
Well, you’re in the right place.
It’s time to take yourself out of the bookkeeping and financial analysis business.
Time for you to get back to what you’re good at…
Note: services are customized & based on the needs of the individual client – outlined are the minimum services to be provided.
Catch-up and clean-up services can be provided for an additional fee.
Virtual CFO Service
- Secure Private Client Portal
- Full Service, Done-For-You Bookkeeping
- Record & Categorize Income & Expenses
- Bank & Credit Card Reconciliations
- Financial Statement Preparation
- Financial Review via Recorded Video (Monthly or Quarterly)
- Basic KPI Reporting
- Quarterly Review & Planning Session
- Yearly Budgeting + Quarterly Forecasting
- *annual retainer package, payable monthly starting at $1500 plus a one-time onboarding fee equal to a month of service
Accounting Service
- Secure Private Client Portal
- Full Service, Done-For-You Bookkeeping
- Record & Categorize Income & Expenses
- Bank & Credit Card Reconciliations
- Financial Statement Preparation
- Financial Review via Recorded Video (Monthly or Quarterly)
- Basic KPI Reporting
- Quarterly Review & Planning Session
- Yearly Budgeting + Quarterly Forecasting
- *annual retainer package, payable monthly starting at $275 plus a one-time onboarding fee of $1000
It’s Not Complicated
How Our Ongoing Cloud Services Work
You’re ready and so are we.
We can’t wait to work with you.
Whether you just want your bookkeeping done or something more,
getting started is as simple as
1, 2, 3, 4…
Step 1
Submit your service inquiry & schedule a complimentary consultation
Step 2
Review your custom proposal, then select & sign-up for service(s)
Step 3
Join us for your Jumpstart Kickoff + Onboarding session
Step 4
We take it from there…we start your Ongoing Accounting Service (Plus VCFO*)
Consulting Services
CEO/CFO Half Day Intensive
- One Half Day Session Or Two 2-Hour Sessions
- Post Session Action Plan
- 30 Days of Follow Up/Voxer Access
- Sample Session Topics:
- Strategy Planning
- Annual Review + Planning
- Annual Sales & Marketing Planning
VCFO On Call Session(s)**
- One 90 Min Recorded Consulting Session(s)
- Post Session Action Plan
- 7 Days of Follow Up/Voxer Access
- Sample Session Topics:
- Quarterly Review
- Strategic Planning
- Launch Planning & Budgeting
- **Available In Retainer Packages Of 1, 2 Or 4 Sessions
Money Systems Review
- One 30 Min Recorded Implementation Session
- Systems Health Check: Analysis of Existing (or Proposed) Money Systems for Productivity, Efficiency & Optimization
- Implementation Project Plan
- Ideal for you if you’re a CEO/new business owner and you’re not sure if your tech stack is the right fit for you or if it’s running as effective + efficient as it could.
Schedule A Consultation
NEED A CUSTOMIZED SERVICE PACKAGE?
Our goal is to offer the very best service alternatives to our clients.
Sometimes that means customizing service packages.
If what you have in mind doesn’t seem to fit in with either our cloud services or our consulting options, please schedule a chat – let’s see what we can come up with.
