Accounting and Advisory Services

Membership Tiers

Choose the level of monthly support that fits your business.

Accurate books, reliable reporting, and strategic guidance for better decisions.

Basic Accounting

Starting at $500/month

✓ Recording electronic transactions into QBO
✓ Month-end journal entries
✓ Reconcile bank and credit card statements
✓ Internal financial reporting
✓ Fixed asset management and depreciation
✓ 1099 and 1096 filing
✓ Retained earnings reconciliation
✓ Sales tax preparation if applicable
✓ Year-end close preparation

Fractional Controller

Starting at $1,000/month

✓ Everything in Basic Accounting
✓ General business consulting
✓ Month-end close management
✓ Budget vs. actual variance analysis and insight
✓ Quarterly business review
✓ Tax planning

Fractional CFO

Starting at $2,000/month

✓ Everything in Fractional Controller
✓ Oversight of accounting operations and internal controls
✓ Cash flow management
✓ Financial assessment and implementation of best practices
✓ KPI tracking
✓ Lender reporting
✓ Management meetings as needed

What's Included

Explore each part of this service.

Fractional CFO

Growing businesses often reach a point where they need professional financial advice, but can't afford a full-time CFO or controller.

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Strategic Business Planning

If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company's direction.

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Succession Planning

Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.

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New Business Formation

Opening your own business is exciting and thrilling. It is everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not.

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Bank Financing

Requesting a business loan without adequate preparation sends a clear message to the lender. Hight Risk! It pays to be prepared and organized in your approach to financing.

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Ready for a firm that plans ahead with you?

Reach out to our team or log in to your secure client portal.

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