We are dedicated to empowering small and medium sized businesses with accounting and bookkeeping best practices. Our experience spans companies that generate $300k - 30M in annual revenue, and the stressors and expectations that come at every level within that scale.
From quote to cash in the bank, there are many touch points, and it often can affect business relationships. There's a finesse to finance, and our team has experience to share with extra hands and insight to lend you and your team. Flexibility and understanding of every party's needs provides a foundation that allows successful collections for regular and complex wholesale needs with our seasoned finance experts with over 20 years of service.
Our mission is to be your trusted partner on the journey to financial success, ensuring that your business thrives in a competitive market, whether you're starting out or growing.
Supported Platforms, Services and Typical Rates
| Service | Description | Hourly Rate |
|---|---|---|
| Bookkeeping & Ledger Maintenance | Recording daily transactions, categorizing, and reconciling accounts. | $65/hr |
| Bank & Credit Card Reconciliations | Monthly reconciliation of financial statements with internal records. | $70/hr |
| Accounts Payable & Receivable Support | Managing vendor bills, client invoicing, and collections follow-up. | $75/hr |
| Payroll Processing & Tax Support | Entering payroll, reviewing taxes, and submitting filings if needed. | $80/hr |
| Financial Statement Preparation | Monthly or quarterly P&L, balance sheet, and cash flow reporting. | $85/hr |
| QuickBooks Setup & Support | Software setup, data migration, issue troubleshooting, and basic training. | $90/hr |
| Cash Flow & Budget Analysis | Short-term cash projections, burn rate evaluation, and budget variance review. | $85/hr |
| Year-End Close & CPA Coordination | Finalizing books and collaborating with external CPAs for tax prep. | $95/hr |
| Audit-Ready Documentation Prep | Organizing financials for internal/external audit review. | $90/hr |
| Ad Hoc Advisory & Process Improvements (see below) | Strategic guidance on workflows, reporting, and compliance. | $100/hr |
Ad Hoc Advisory & Process Improvements
Sometimes you can't categorize things. Examples of one-time or specialized services:
Financial Planning: Crafting a solid financial plan is the foundation of your success. We work closely with you to develop a financial roadmap that aligns with your business goals, ensuring that every dollar is maximized for growth.
Fundraising Strategy: Accessing capital is essential for scaling your business. Our experts help you navigate the complexities of fundraising, connect with the right investors, and structure deals that work in your favor.
Financial Risk Management: Identifying and mitigating financial risks is crucial to the long-term stability of your company. We conduct comprehensive risk assessments and implement strategies to safeguard your financial health.
Ready for some peace of mind?
Let's start a discussion and we'll listen to what your hurdles are so we can clear them together, quickly. Whether you're seeking funding, planning for growth, or looking to have your daily financials managed by a trusted team, we're here for you.