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You look after your clients.

We'll look after you.

OUR SERVICES

Our services are designed with you in mind.  We are here to support businesses at different stages of the growing cycle.  What's best about our services is that we can scale as you scale.  You may only need bookkeeping today, but as your business grows, our services evolve with you, to continue giving you the support you need.

Classic Bookkeeping

Organized, up to date, with regular visibility into your business finance

01.

Fully reconcile accounting system

02.

Bank and credit card reconciliations

03.

Monthly standard reporting

Monthly services starting at $385

Executive Bookkeeping

Not only keeping your accounting system accurate and up to date, but get full strategic support and detailed financial insight to your business and your finances

01.

Fully reconcile accounting system

02.

Bank and credit card reconciliations

03.

Monthly executive reporting including CFO review, analysis, & recommendation

04.

Annual budget & forecast strategy session - (2) calls

05.

CFO Voxer access

Monthly services starting at $785

Accounting Team

Have your accounting operations completely handled by an experienced team!  Be in the know about your business finances without having to do any of the heavy lifting.

01.

Fully reconcile accounting system

02.

Bank and credit card reconciliations

03.

Vendor management and payment processing including annual 1099 filing

04.

Client billing and collections management

05.

Dedicated team to handle financial queries as they come up in your business

06.

Monthly executive reporting including CFO review, analysis, & recommendation

07.

Annual budget & forecast strategy session - (3) calls

08.

CFO Voxer access

Monthly services starting at $1,050

Voxer CFO

Think of this as your CFO at your fingertips!  Send voice memos or text messages for when you need guidance and strategy in your business.

01.

CFO Voxer access for timely responses

02.

Custom report and template building for better visibility and performance tracking in your business

03.

Monthly financial strategy and review

04.

Cash flow forecasting & management

05.

Project profitability management including budget, timesheets, and performance tracking

06.

Annual budgeting and quarterly forecasting

Monthly services starting at $500

Monthly CFO Support

Have a financial partner to support your higher level strategies with more regular and in-depth support when diving in your business financial analytics

01.

Regular CFO calls

02.

Custom report and template building for better visibility and performance tracking in your business

03.

Monthly financial strategy and review

04.

Cash flow forecasting & management

05.

Project profitability management including budget, timesheets, and performance tracking

06.

Annual budgeting and quaterly forecasting

07.

CFO Voxer support

08.

Unlimited email and text correspondence

Monthly services starting at $1,275

One-Off Strategy Session

You may not need monthly assistance but not sure where to start to get a strong financial foundtation.  These strategy sessions can be used for general set up or analysis on a specific financial need.

Examples of how to use the time:

  • Budget or forecast creation

  • Financial review and position

  • Report or template creation

  • Financial operationals recommendation

  • Financial modelling to help determine plan for new service or product

Includes 4-week of CFO Voxer support

One time fee - $897

Why should you outsource?

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OUR PROCESS

BOOK A DISCOVERY CALL

TAILOR DESIGNED ACCOUNTING PACKAGE

MANAGE YOUR FINANCES

Reach out to us here. Let’s get to know each other and find out how our team can support yours.

We’ll create the perfect custom package for your team that can be adjusted anytime. 

We become an extension of your team and start managing your finances after a brief onboarding process.

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Ready to get started?

 - CLIENT LOVE - 
Lou and her team are amazing! She genuinely cares about the success of her clients. We had been searching for years for someone to care about our finances as if they were their own and we couldn't be more happy to have found Lou. She is trustworthy, responsible, organized and hardworking. Her ability to map out our financials and set goals with us is impeccable. Our business wouldn't be where it is without Lou and her team. We highly recommend working with The Finance Agency! 

- Aisha & Destinee | Marketing & PR Agency

LET'S CONNECT ON INSTAGRAM: @the_finance_agency