Virtual Bookkeeping and CFO Solutions
I begin with a Diagnostic Review of your existing books… like an Annual Review on your airplane. This provides a template for optimizing your bookkeeping. This may include a road-map for troubleshooting, clean-up, training, or even migrating to a a new accounting software. Those needing options for QuickBooks Desktop included!
Whether you manage your bookkeeping in-house, or have me do the bookkeeping for you, I can provide quarterly and annual reviews, 1099 prep, financial document prep and analysis that goes beyond having tax-ready accounting.
With custom Advisory Services, I will help monitor your course and heading, alert you to potential issues, help you grow and maximize your profits.
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Your current books are reviewed for clean-up suggestions, major problems, necessary training, and to identify the scope of work.
Recommended for all businesses. Required for all clients on a Bookkeeping or CFO plan.
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Using findings from the Diagnostic Review, I clean-up and optimize the accounting software as a basis for accurate and automated bookkeeping moving forward.
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We come up with a customized bookkeeping and CFO service plan to meet your specific needs. This includes bookkeeping, reconciliations, financial statement generation and review, profit analysis, tax savings opportunities, budgeting, and forecasting.
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These advanced solutions are for business owners that are serious about growing their business, need to identify problems with cash flow and profit, or thinking about their Exit plan.
Solutions include formal and informal Business Planning, Forecasting, Business Valuations, accountability, advisory services, and more!
Diagnostic Review
This Review involves a thorough look at your existing books, your accounting and strategic business planning needs, and it results in a comprehensive report outlining the Problems, the Why, and our Solutions.
You can hire me to perform the recommended clean-up, or I can guide your current bookkeeper to do it.
This report becomes the basis for Optimizing your Accounting Software in the second stage of my service offerings.
Account Optimization
Accurate bookkeeping data is required for tax preparation. More importantly, clean books provide key indicators that can help me make sure your business doesn’t get into a spin! These options are purchased on an as-needed basis:
Set-up new accounting software
Migration (conversion) from one accounting software to another
Troubleshoot bookkeeping problems
Clean-up existing books
Monthly, Quarterly, or Annual Reviews
Train your bookkeeper on accounting software
Virtual Bookkeeping / CFO Services
Once your accounting software is optimized, we offer remote Bookkeeping and Fractional CFO Solutions to keep your books current and accurate. I go beyond bookkeeping just for tax prep. Depending on your business goals and service levels, we have options to help you grow and recognize more profit.
This is where Advisory Services become possible. Accurate and current bookkeeping provides real-time measurements against your financial forecast and allows us to monitor your movement toward your business planning goals.
Below are examples of packages for businesses in different stages of development.
Lite Solutions
Start-ups, solopreneurs, and very small businesses on a tight budget will appreciate this affordable option.
I handle all of your bookkeeping on a quarterly or annual basis, provide annual financial statements for tax prep, include accounting software ($504 / year value), and do an annual Profit Diagnostic to guide you into the next year.
Essential Solutions
This option is best for budget conscious business owners who are interested in growing their business and would like more frequent bookkeeping.
Includes all LITE SOLUTIONS, plus monthly bookkeeping, quarterly financial reports and analysis, accounting software ($504 / year value), with an introduction to creating strategic plans.
Advisory Solutions
Great solution for mid-sized firms focused on growth, strategy, and maximizing profit. These firms often need Payroll, Inventory Management, and other more complicated accounting technology.
Includes ESSENTIAL SOLUTIONS, plus weekly bookkeeping, monthly financial reports and Key Performance Indicators (KPIs) with customized interpretation to alert you to potential issues and keep you on track with strategic goals.
There are excellent solutions for serious business owners with growth and increased profit goals. Do you want to maximize your profit, control costs, stay on track, or even sell your business?
I analyze your books and help with creating / monitoring a strategic plan to accomplish your goals. Solutions include:
Business Planning (DIY, informal, or complete professional plan)
Financial Forecasting with actual-to-forecast review
Prioritized strategic action plan and accountability partner
Industry benchmark metrics
Financial what-if scenarios and ROI
Profit Diagnostic Review and Report
Understand your profit drivers and move toward profit goals
Cost Monitoring
Certified Business Valuations (and monitoring)
CFO Solutions
