Small Business Owners

You didn't start your own business to handle your own bookkeeping!  If you're a growing 6 figure business hand your accounting to the experts to start gaining insight into your financial position and to free your time to focus on growing your business!

Classic Bookkeeping

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

Monthly services starting at $385

01.

Fully reconcile accounting system

02.

Bank and credit card reconciliations

03.

Monthly standard reporting

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

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

Monthly executive reporting including CFO review, analysis, & recommendation

06.

07.

Annual budget & forecast strategy sessions

08.

CFO Voxer access

Monthly services starting at $1,050

Voxer Strategy

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.

Annual budgeting and quarterly forecasting

06.

Project profitability management including budget, timesheets, and performance tracking

05.

Cash flow forecasting & management

04.

Monthly financial strategy and review

03.

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

02.

CFO Voxer access for timely responses

01.

Monthly services starting at $500

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?

LET'S CONNECT ON INSTAGRAM: @the_finance_agency