Stand Up Meeting

ACCOUNTING & ADVISORY SERVICES

Here’s our Virtual CFO service for creatives, freelancers, and businesses. Each month we close your books, produce financial statements, and meet to discuss your business goals and strategy. We’ll also provide guidance on taxes, hiring staff, and establishing processes in your business.

 

Accounting Service Packages

Get the peace of mind you need knowing that your financials are handled by a team of trusted accounting experts who care. Whether you’re just starting out or been in business and need accounting support, let’s get your books on the right track.

The Start-up Package

You’re new to this business thing and accounting is another thing you have to do. Our team will alleviate the stress you’re feeling about taxes and financials and invoices.


Includes:

  • Diagnostic Financial Assessment

  • Onboarding & Systems Setup

  • Monthly bookkeeping

  • Financial statement preparation

  • Business templates & webinars

I NEED THE START-UP PACKAGE

The Accelerator Package

You’ve been in business for a while and now it’s time to step things up. Business is growing and it’s time to hire, expand, and organize your processes. This package gives you both the financial and advisory support to propel your business forward. 


Includes everything in the Start-Up Package PLUS:

  • Budgeting & forecasting

  • Business Goal Setting

  • Monthly check-in calls

I NEED THE ACCELERATOR

The Pivot & Scale Package

You want  to focus on the other aspects of your business. This is our all-inclusive package for you to hand off all things accounting and finance to us.

Includes everything in the Accelerator Package PLUS:

  • Budgeting & forecasting

  • Cash flow analysis

  • A/R and Invoicing

  • A/P and Bill Payments

  • Payroll Processing + Contractor Payments

I NEED THE PIVOT & SCALE
 

Need accounting help but not ready to hire a CPA? 

 

We also offer Tax Prep & Planning Services