Want to know the financial health of your business?
It starts with the financial health of your accounting system
DO YOU...
...feel lost because your bookkeeping is unorganized and you do not know your numbers?
...no longer want to handle your bookkeeping yourself and rather pass to a team of experts?
...have up-to-date financials but have no idea what your numbers mean to make business decisions?
"The Finance Agency has helped me to organize and track revenue and expenses, and has streamlined my invoicing processes, giving me back hours of time that I can spend on projects I love."
andi - content creator
the first step is here
the support you need for change to start
get caught up
This is for you....
if you're needing your QuickBooks Online up-to-date and financials back on track
Billed Hourly - Fully categorize all transactions​ - Reconcile business accounts to current - Structure chart of accounts best for your business - Tax ready financials - 1x kick off meeting to get access to systems and ensure we have all the information we need to reconcile - Upon completion receive a recorded walk-through so you know what your numbers mean
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stay organized
This is for you....
if you're ready to get back time and peace of mind, with reliable and accurate financial information
Starting at $450 per month - Categorizing transactions - Reconciling bank and credit card accounts - Payroll reconciliations - Monthly financial report - Tax ready financials - Access to team for any questions - Communication via text and email
cfo hotline
This is for you....
if you're looking for financial planning and coaching to make informed decisions for growth
Custom-built financial plan and support
"I'll never go back to trying to do it all on my own."
jenn - wine sommelier
WHO WE ARE
YOUR BOOKKEEPING BEST FRIENDS
We will take over your accounting to make sure everything is categorized, reconciled, and ready for review and taxes.
YOUR BIGGEST FANS
We know that running a business is a journey, and your financials will go through the highs and lows with it. We're here to support you as your business evolves.
YOUR PEACE OF MIND
As a team of experienced accountants with corporate backgrounds we are able to handle your accounting with accuracy and compliance in mind.
"The Finance Agency is exceptionally organized and aims to take any tasks off clients so they can focus on their businesses."
gillean - nutritionist