working with us is easy
What to Expect
1
Discovery Call
- Chat with us about what is going well and what is not going well in your business.
- Learn more about how hiring a virtual CFO can help.
- We will perform a diagnostic review of your current books.
- Schedule a follow-up meeting to provide you a custom fit proposal for your business’s needs and goals.
2
Onboarding
- We will provide a customized checklist for everything we need from you
- Set up or transfer all of your account(s)
- Clean up your past books (if needed)
- Do an audit of your financial statements and chart of accounts
- adjust your entity structure if necessary
- Work with you to identify key performance indicators that are meaningful to your business
3
Sit BAck and Relax!
- We produce reliable data and interpret results to help you make real time business decisions
- Available throughout the month to be a sounding board or advisor as someone you can trust
- Handle cash flow and forecasting
- Participate in board meetings and/or management meetings
- Accounts receivable
- Accounts payable
- Optimized workflow
- Bookkeeping
- Payroll Administration
- Bank Reconciliation
- Tax strategy
- Entity compliance
- Year end taxes