Accounting and Technical Services
Monthly Financial Review
Financial Review Meeting, Consultations and Guidance, Bank and Credit Card Reconciliations, Training of Staff, Sales Tax Return Preparation, Payroll Review and Posting (for payroll processing partner see Everee.com for pricing). Also includes 1099 filing, General Ledger Prep for Tax Season, Consulting CFO services as needed.
Bank reconciliation, Sales Tax preparation, Monthly Financial Package, Management meeting, Annual filing of 1099, Budgeting, Forecasting assistance.
Minimal CFO consulting as needed when financing needs, exit strategy, equity financing, and other questions arise
Cost: Starts at $400.00 per month
Bookkeeping has never been so easy
Consulting, Exit Planning, Cost Accounting, Property Management Accounting
Additional Services - Available Upon Request
BUSINESS ADVISEMENT
We bring big company tools to small and mid size companies who are ready to grow and succeed. We are technical advisors with experience in pricing models, continuous improvement (Lean & Six Sigma), mergers, and acquisitions on any scale.
Exit strategy
We have worked through multiple large transactions, and are familiar with the process to help you maximize your value in a sale or purchase. We are familiar with valuation models for both new and mature companies in industries like manufacturing, financial tech, software, franchises, and real estate. Let us be your strategic partner in all aspects of the planning process.
Technology is our strong suit
We are experts in Quickbooks and conversions to much larger ERP systems. Business Intelligence and Data Science is second nature to our consulting firm. We can recommend Robotic Process Automation (RPA) solutions that are affordable or take a more traditional approach to automating and improving your processes.
BUSINESS STRATEGY
The business marketplace is an expansive frontier that requires advice from experts who are well-versed in strategic planning to navigate. Agile CFO gives you an holistic approach, so your company can get the best competitive advantage. We will help you build models and plans that will help you plan and finance your operations.
TAX SERVICES
We can help you minimize taxes by working with your legal advisor and other advisors to set-up your entities correctly. The world of business tax can be an intimidating one. With our help, you can avoid making excessive tax payments and delay those payments for as long as possible.
PERSONAL FINANCIAL CONSULTATION
Do you sometimes feel like you missed the most important part of that high school economics class? Don't worry, you're not alone. The world can be a cruel place to those with even a better-than-average financial understanding. Fear not. We are here to help.