Small Business Financial Management
This is not your father's financial management.
We live in the age of software and disruption. Bookkeeping, accounting & financial management are no longer about dusty ledgers, it's about compliance, risks, financial KPI's, financial health of your business, opportunities for improvement, and driving financial & operational strategy. Our model allows small businesses access to skills and expertise that they may not be able to hire on a full time basis.
This is not your father's financial management.
We live in the age of software and disruption. Bookkeeping, accounting & financial management are no longer about dusty ledgers, it's about compliance, risks, financial KPI's, financial health of your business, opportunities for improvement, and driving financial & operational strategy. Our model allows small businesses access to skills and expertise that they may not be able to hire on a full time basis.
Financial Management Value Stream
Every business needs a financial management value stream. While a small businesses value stream may not be as complex or have as many silos, it should exist in it's entirety. These are the processes that ensure not only compliance, but actionable data that allows small business owners to learn what is going well with their business and what is not. This allows for determining root causes and coming up with action items to help improve operations.
Virtual Bookkeeping Services -
Services designed to ensure your books are compliant and completed on a a cadence so that you can get actionable information to run your small business effectively
Services designed to ensure your books are compliant and completed on a a cadence so that you can get actionable information to run your small business effectively
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Bookkeeping Services
- Categorization of transactions - Reconciliations of accounts - Basic compiled financial reports |
Accounts Receivable / Accounts Payable
- Invoice clients and record payments. - Process vendor invoices and ensure payments are processed |
Payroll Services
- Pay employees or contractors - Ensure compliance with all state and federal filings |
Full Charge Bookkeeping Services – starting at $99/month
- 100 transactions per month or less - Four accounts or less - Categorization of transactions - Reconciliations of accounts - Basic compiled financial reports |
Consulting Services -
One time engagements to identify impediments and root causes. Determine solutions to remove impediments and improve business performance
One time engagements to identify impediments and root causes. Determine solutions to remove impediments and improve business performance
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QuickBooks Online Optimization
- Get your QuickBooks Online setup - Set up Chart of Accounts - Optimize functionality, reduce manual entry - Set up 3rd party applications & platforms correctly |
Accounts Receivable / Accounts Payable
- Connect and maintain 3rd party customer invoicing systems to QBO - Streamline and automate accounts payable - Identify gaps and implement best practices and processes |
Payroll Software Setup
- Set up of solutions to reduce manual entry and streamline payroll process - Set up 3rd party applications & platforms correctly |
Advising Services -
Advisory services to provide ongoing guidance to achieving your long-term goals
Advisory services to provide ongoing guidance to achieving your long-term goals
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Advisory Services
- Financial advisory and coaching - Process advisory -Strategic Advisory - QuickBooks Online Training - Apps advisory |
Financial Analysis & Forecasting
- Key Performance Indicators - Variance analysis - Financial Retrospective & root causes - Full year forecasting - Establish Lean Budgets & Guardrails |
Fractional Financial Management Team -
Whether you have a little or large volume of activity we can provide a cross section of skills. Our services are designed to provide a fractional accounting & financial management team whether you are starting up or your finances are becoming more complex. |
