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Want to know the financial health of your business?
It starts with the financial health of your accounting system
YOUR BEST FINANCE FRIENDS
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.
LET'S CONNECT ON INSTAGRAM: @the_finance_agency
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