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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:
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Budget or forecast creation
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Financial review and position
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Report or template creation
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Financial operationals recommendation
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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.
LET'S CONNECT ON INSTAGRAM: @the_finance_agency
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