fbpx

Strategic Financial Support

Bookkeeping and Financial Support to Ease Your Back-office Burdens
Learn More

Why Should You Outsource?

As an entrepreneur, your time is more valuable spent growing your business and clientele. Take advantage of having an experienced and reliable partner relieve you of timely bookkeeping duties.

Increase Focus and Efficiency

How much time do you spend on bookkeeping each week?  Without the distraction of bookkeeping, you can focus on the actions that will help you achieve your business growth objectives. We’ll take care of your bookkeeping needs in less time with more accuracy.

Expertise and Risk Management

You are great at what you do. But, maybe not so great at the numbers side of your business! Having an experienced partner who specializes in the numbers can help mitigate your risk, ensure accuracy, and help you maintain compliance. 

Competitive Advantage

Having access to expert advice and SFO-support can help set your business apart from your competitors. By having a leg-up, you have more time to grow your business in ways others lack the resources to do.

Strategic Financial Support

Our approach is not a one-size-fits-all. From basic bookkeeping to complete Strategic Finance Officer duties, we  provide a range of services tailored to your business that are aligned with your business growth objectives. Plus, we offer these services remotely allowing us to help businesses beyond our zip code.

 

1. Understand You and Your Business
This isn’t just a business relationship– it’s a partnership! We will take the time to learn about you, your business, and your short-term and long-term business goals. 
2. Business Health Check
We will thoroughly assess your current books and work with you to develop a Profit Plan that works for you and your business objectives. 
3. Establish Partnerships
We will develop a partnership with your CPA or other necessary entities to ensure we are working in sync on behalf of your business.
4. Provide Timely Reports
Depending on your business health check and desired services, we will provide timely reports of your numbers and ensure you fully understand your financial position, with reports that make sense to you! 
5. Open Communication
We want prospective clients to know that we operate with open communication and will actively seek feedback! It is important to us that you feel comfortable asking any questions and for you to know someone is in your corner. Each level of service has regular financial check-ins whether it be bi-weekly, monthly, quarterly or annual.  

Our Process

Step 1

Fill out the questions on our discovery form to determine if we’re a good fit.

i

Step 2

If we are, we’ll complete a diagnostic review to get a sense of your financial status.

Step 3

We’ll start our client onboarding process so you can start relieving your financial stress.

Strategic Financial Officer

As your SFO, we’ll work closely with your bookkeeping team to help maximize your cash flow. By taking a holistic approach in our partnership, we make your goals our goals to determine the best ways to make your business profitable.

  • Includes Everything in Virtual Strategist
  • QuickBooks Software Training & Best Practices
  • Liaise with Accountant
  • Input of Sales & Expenses (provided from documentation & bank feed)
  • Management Reporting & Review Meeting with Financial KPI Report (if using QBO)
  • Financial Reports (Income Statement (P&L), Balance Sheet, Statement of Cash Flows & Transaction Categorization details list)
  • 1099 & 1096 Reporting & Reconciling

Virtual Strategist

As your Virtual Strategist, we’ll go beyond bookkeeping to provide tailored financial support to meet your business needs. 

  • Includes Everything in Basic Bookkeeping
  • Audit Documentation Support
  • Cash Transactions Tracking (receipts required)
  • Input of Sales & Expenses (provided from documentation & bank feed)
  • Management Reporting & Review Meeting with Financial KPI report (if using QBO)
  • Financial Reports (Income Statement (P&L), Balance Sheet, Statement of Cash Flows & Transaction Categorization details list)
  • Coordination of Payroll & Payroll Reporting with Payroll Platform QB or Gusto (if needed)
  • Oversight of Annual W2 Reporting & Reconciling (if needed)
  • 1099 & 1096 Reporting & Reconciling

Basic Bookkeeping

You handle your customers, we’ll take care of the numbers. Our clients can trust their monthly bookkeeping requirements are being met and maintain accuracy.

  • QuickBooks Subscription (if needed – additional charge at a discounted rate)
  • Client Communications and Document Delivery Portal
  • Paperless Expense & Receipt Processing Platform
  • Input of Sales & Expenses (provided from documentation & bank feed)
  • Bank & Credit Card Statement Reconciliations
  • Management Reporting & Review Meeting with Financial KPI Report (if using QBO)
  • Financial Reports (Income Statement (P&L), Balance Sheet, Statement of Cash Flows & Transaction Categorization details list)
  • 1099 & 1096 Support

Bookkeeping Tips Every Business Owner Should Know

View our Permanently Profitable Courses & Community for all our freesources!

CLICK HERE

HOME

VIRTUAL BOOKKEEPING SOLUTIONS

PROFIT COACHING

PERMANENTLY PROFITABLE

RESOURCES

ABOUT

GET STARTED