Our services.

  • Simple Bookkeeping

    Weekly tracking of income and expenses

    Monthly Reconciliations

    Cash Based Accounting

    Monthly P&L Statement, Balance Sheet, Statement of Cash Flows, Vendor Expense Report delivered by the 10th


    Support:

    Unlimited Email and scheduled calls

    Starting at $200/month

  • Strategic Financial Advisory Services

    Everything in Simple

    Partnering with Business Owners to develop a strategy with a set of defined goals to get you where you are now to where you want to be in 5 years.

    Budget and Forecasting

    KPI Dashboard

    Variance Analysis (Budget vs Actual)

    Trend Analysis

    Best Case, Worst Case, Base Case Scenarios

    DCF Valuations

    Monthly Advisory Call

    Support:

    Unlimited Email and scheduled calls

    Starting at $800/month

Additional Services

Books Clean up

Clean Up your books - Whether you are behind 2 months or 12 months - I will catch you up

Payroll

Managing your payroll through Gusto

$35 per employee per month + Gusto Fee

$150 for a one-time yearly payroll + Gusto Fee

Bill Pay & Invoicing

Add Full/Part Service Account Payable & Account Receivable