We get it. The traditional accounting company might not resonate with your nontraditional spirit.
That’s why we specialize in accounting and CFO services that slign with your creative mindset.
Services
Bookkeeping Cleanup
We understand that keeping up with company bookkeeping can be challenging.
We'll clean up your messy books, review your current process, and suggest changes to save you time and money.
Additionally, we can assist with organizing your books for tax preparation.
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Cleanups are great if your books have gone untouched for 2+ months. They may also be required if after an assessment of your financial reports we believe one may be needed.
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Due to the nature of cleanups a customized quote is required. Some cleanups just need a bit of tweaking while others can require years of reconciliation.
Monthly Bookkeeping
Monthly bookkeeping is essential for a successful business, as the quality of financial data depends on accurate initial inputs.
We can help set up your bookkeeping system and provide reliable, up-to-date services.
This ensures your decisions are based on accurate, real-time numbers.
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Our monthly bookkeeping services are tailored to all types of creative clients. From the service based solo-preneur to the goods business with multiple storefronts.
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All bookkeeping packages start at $500/month.
Advisory & Fractional CFO
We specialize in providing CFO and fractional CFO advisory services to empower business owners to navigate the complex financial landscape with confidence.
We assist in breaking down financial decisions, optimizing resources, and achieving sustainable growth.
Our goal is to help you manage your finances with knowledge and clarity.
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Fractional CFO & Advisory services are for businesses who need a little more support than just receiving their financial reports.
As your advisor, I become a partner in your business to help answer some of your toughest questions around money. Like:
- Can you afford another employee?
- How much inventory should you have on hand?
- What is your most profitable service / good?
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Similar to cleanup services, fractional CFO services can vary greatly from one business to another. For this reason, we provider tailored quotes following a consultation.
Frequently Asked Questions
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No, we serve a wide variety of industries.
Our team has extensive experience across different fields including ecommerce, allowing us to tailor our services to meet the unique needs of each client.
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It is never too early to hire an accountant.
Even if you are just starting, having professional bookkeeping and accounting support can help you set up proper financial systems, ensure compliance, and provide strategic financial advice that can save you time and money in the long run.
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Contact us through our website to schedule a consultation.
During this initial meeting, we will discuss your specific needs and determine the best package for your business. From there, we will handle the setup and ensure your bookkeeping is up-to-date and accurate.
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Yes, we offer a variety of bookkeeping packages tailored to meet the specific needs
of different businesses.Our packages range from basic monthly bookkeeping to
comprehensive CFO services. Pricing is customized based on the size, complexity, and specific requirements of your business.Contact us for a detailed quote tailored to your specific needs.
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No, you do not have to sign a long-term contract.
We offer flexible monthly arrangements, allowing you to adjust or cancel services as your needs change. This flexibility ensures you are never locked into a service that no longer suits your
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We do not offer tax preparation services, but we help prepare your books for tax time and ensure they are in good standing.
We work closely with your tax preparer to answer any questions and provide the necessary financial information they need. Additionally, we can recommend trusted tax preparers if you need one.
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Our services are entirely virtual and remote.
We use the best software on the market to provide top-notch bookkeeping and financial services, ensuring security, accuracy, and efficiency. This allows us to serve clients nationwide, offering flexibility and convenience without compromising quality.
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When it comes to accounting applications, I exclusively work in QuickBooks Online.
If you are open to migrating to QBO or curious what that would look like, let's start with a consultation.
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Yes, we offer catch-up bookkeeping services to help you get up-to-date, no matter how far behind your books are.
Our team will work diligently to bring your financial records current, providing you with a clear picture of your financial health and preparing your books for tax time.
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Absolutely! We love working with start-ups and can provide essential financial guidance, bookkeeping setup, and strategic planning to help your new business succeed.
We offer special pricing for startups.
We are not just accountants, we are a family of entrepreneurs.
We understand the ups and downs of business. We know the struggles you face as an owner and that the numbers can be complicated.
If you feel overwhelmed with your business and not really sure where to start on your financials, that is ok!
We are here to help.