As a business owner, you need a solid financial strategist on your team…one that is the right fit for you.  At our initial FREE consultation, we discuss your needs and our services and determine a solution that will help you with the challenges you face each day.

We are very flexible with our service packaging and pricing to ensure we meet the specific needs of you and your business.  The following are examples of packages we have provided to our customers.

CFO/STRATEGIC PARTNER PACKAGE

• Strategic & General Business Planning
• Assistance with Implementation of Items In Business Plan
• Entrepreneur Coaching
• Customer and Team Advisory Boards
• Team Building Programs
• Bank Relationship Management
• Review and Discussion of Key Performance Indicators
• Assistance with General Problem Resolution
• Regular Strategic Meetings
• Systems Development and Implementation

CONTROLLERSHIP PACKAGE

• Temporary or Permanent Part-Time Controllership Services
• Ongoing Bookkeeping Services
• Preparation of Financial Reports
• Development and Implementation of Key Performance Indicators
• Assistance with Cash Flow Planning and Monitoring
• Preparation of Financial Forecasts
• Assistance with Preparation for Annual Audits
• Internal Audit Services
• Assistance with Ongoing Tax Compliance
• Assistance with Special Projects
• Assistance with Hiring Accounting Personnel

COMPLIANCE PACKAGE

• Accounting and Bookkeeping Services
• Preparation of Compiled Financial Statements
• QuickBooks Setup and Implementation
• Ongoing QuickBooks Training and Support
• Assistance with Setup of Business Entities
• Preparation of Payroll, Property Tax and Sales Tax Reports
• Preparation of Business and Individual Tax Returns
• Tax Planning and Quarterly Estimated Tax Calculations

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