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
The Virtual CFO
Ideal for CEOs grossing multiple 6 figures- Private Client Portal
- Full Service, Done-For-You Bookkeeping
- WEEKLY Record & Categorize Income & Expenses
- WEEKLY Bank & Credit Card Reconciliations
- WEEKLY Status Updates/Check Ins
- MONTHLY Financial Statement Preparation
- MONTHLY Financial Review via Recorded Video
- QUARTERLY Review & Planning Session
- ANNUAL Budget Planning
- QUARTERLY Forecasting
- *annual retainer package, payable monthly starting at $1750 plus a one-time onboarding fee, does not include clean-up or catch-up fees
The Money Manager
Ideal for CEOs grossing 6 figures...or really close to it- Private Client Portal
- Full Service, Done-For-You Bookkeeping
- MONTHLY Record & Categorize Income & Expenses
- MONTHLY Bank & Credit Card Reconciliations
- MONTHLY Status Updates/Check Ins
- QUARTERLY Financial Statement Preparation
- QUARTERLY Financial Review via Recorded Video
- QUARTERLY Review & Planning Session
- ANNUAL Budget Planning
- QUARTERLY Forecasting
- *annual retainer package, payable monthly starting at $725 plus a one-time onboarding fee, does not include clean-up or catch-up fees
The Accountant
Ideal for CEOs grossing mid to high 5 figures- Private Client Portal
- Full Service, Done-For-You Bookkeeping
- MONTHLY Record & Categorize Income & Expenses
- MONTHLY Bank & Credit Card Reconciliations
- MONTHLY Status Updates/Check Ins
- QUARTERLY Financial Statement Preparation
- QUARTERLY Financial Review via Recorded Video
- BI-ANNUAL Review & Planning Session
- ANNUAL Budget Planning
- QUARTERLY Forecasting
- *annual retainer package, payable monthly starting at $400 plus a one-time onboarding fee, does not include clean-up or catch-up fees
Just The Books
Ideal for CEOs grossing low to mid 5 figures- Private Client Portal
- Full Service, Done-For-You Bookkeeping
- MONTHLY Record & Categorize Income & Expenses
- MONTHLY Bank & Credit Card Reconciliations
- MONTHLY Status Updates/Check Ins
- QUARTERLY Financial Statement Preparation
- QUARTERLY Financial Review via Recorded Video
- BI-ANNUAL Review & Planning Session
- ANNUAL Budget Planning
- QUARTERLY Forecasting
- *annual retainer package, payable monthly starting at $275 plus a one-time onboarding fee, does not include clean-up or catch-up fees
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…starting your ongoing services
Are you ready?
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.
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.
