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Free Financial Strategy Consultation
Let's begin your journey toward financial efficiency and clarity. What gets scheduled, gets accomplished!
1 hour Non-Memeber Strategy Meeting
1 hour strategy or troubleshooting overview of your current financial systems set up to uncover next steps for best in class efficiency. You share your screen in this live video meeting and we provide insights on areas to improve or fix. Great for those who may be 'stuck' in their current set up and just need some guidance to get unstuck. Maybe it's a QuickBooks issue or a 3rd party integration. We've seen it all and can help you get back on track!
Ongoing Programs
Ready to hand off your back office work?Ā Let us take over with our ongoing programs.
Platinum Daily
$2,995
per month
- Daily Real-Time Accounting & Bookkeeping
- Dedicated backoffice team
- Twice a week, CFO & Accounting meetings
- Accrual & Cash Modified Methods Included
- Everything you need to delegate your back office.
- Build value and bottom line profits
- Team support so you can step away
Gold Weekly
$1,495
per month
- WeeklyĀ Accounting & Bookkeeping
- Dedicated backoffice team
- OnceĀ a week, AccountingĀ check in meetings
- Accrual & Cash Modified Methods Included
- Outsource the busy work so you can focus on growth
Bronze Monthly
$495
per month
- MonthlyĀ Bookkeeping
- DedicatedĀ Bookkeeper
- Once a month meeting
- Cash Basis Method
- Stay in compliance and be ready for year-end
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If you just signed up for service or requested an upgrade, we will send you a separate emailed proposal link where you can enter your payment information for your subscription service. This way all billing for your programs will go into the main client portal for future reference. Once you pay for your ongoing program, it will ulock more features and products here in the training portal and in your client portal.Ā