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CFO ADVISORY, BOOKKEEPING & ACCOUNTING SERVICES

Service Options

Essentials

Your Financial Foundation

For the business-owner who's ready to get their finances figured out for good.

Includes…

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Monthly Record Keeping

Unlimited Transactions

Up to 5 Bank/Credit Accounts

Quarterly Visual Reporting

Annual Financial Presentation

Starting at $450/month

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Optimize

Accounting for Growth

For the business-owner who's growing and needs increased support.

Includes…

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Everything in Essentials

Unlimited Bank/Credit Accounts

Payroll with Gusto

Monthly Visual Reporting

Starting at $650/month

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Advanced

Elevate your Financial Strategy

For the business-owner who requires more frequent information and budgeting support to make timely business decisions.

Includes…

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Everything in Optimize

Bi-Weekly Recordkeeping

Annual Recap & Budget Planning Meeting

45-Minute One-on-One

1099 Filings

Starting at $900/month

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Historical Cleanup

Books not caught up? We can help!

You cringe at the thought of dealing with your finances so you have put it off. Now you have fallen behind and have no idea where to start.

We can help you get cleaned up, caught up and ready for the next level of success - no matter how far behind you are.

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Not ready for monthly services? Customized set-up and training to get you up and running.

We'll set you up for success!

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Customized QuickBooks Online set-up.

Efficient monthly bookkeeping workflow development.

QuickBooks Online 101 - everything you'll need to succeed.

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