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DISCOVERY CALL

What Happens on the Discovery Call

What to Expect on the Discovery Call

  • Review your current bookkeeping setup

  • Discuss what support you may need (and what you don’t)

  • Confirm whether we’re a good fit — no obligation

    SCHEDULE YOUR FREE DISCOVERY CALL NOW

Misrepresenting your books costs small business owners time, money or in some cases exposes you to tax liabilities that could have been avoided. Get peace of mind that your books are complete, and you have a clear sight on what lies ahead.

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Schedule your free consultation!

Essential Pacakage

  • Transaction Recording: Daily recording and categorization of all financial transactions.

  • Bank & Credit Card Reconciliation: Verifying that the business's records match its bank and credit card statements, ensuring accuracy.

  • Expense Tracking: Monitoring and organizing business expenses.

  • Basic Financial Reporting: Preparation of fundamental reports like the monthly Profit & Loss (P&L) statement and Balance Sheet. 

Enhanced Package

  • All Essential Services.

  • Accounts Payable & Receivable Management: Managing incoming client payments (AR) and outgoing vendor bills (AP).

  • Payroll Processing Support: Calculating wages, managing deductions, and ensuring compliance with employment tax laws.

  • Sales Tax Filings: Preparing and filing sales tax returns.

  • Budgeting & Expense Management: Assisting with creating and monitoring budgets to track variances and adjust spending.

  • Detailed Financial Reporting: Generating additional reports and trend graphs to provide more in-depth insights into performance.

  • Direct Collaboration with Tax Preparer/CPA: Working directly with the client's tax professional to ensure a smooth tax preparation process. 

Enterprise Package

  • All Enhanced Services.

  • Advanced Inventory & Asset Tracking: Monitoring inventory levels across multiple locations and recording asset depreciation.

  • Cash Flow Projections & Forecasting: Providing proactive strategic guidance, including forward-looking cash flow analysis and financial modeling.

  • Advisory & Consulting Services: Offering higher-level financial strategy sessions and performance analysis.

  • Industry-Specific Reporting: Utilizing specialized software editions (e.g., for construction, manufacturing, e-commerce) to generate relevant Key Performance Indicator (KPI) reports.

  • Workflow Approvals & Controls: Implementing customizable internal controls for bills and purchase orders to enhance transparency and prevent fraud.

  • Dedicated Account Management/CFO Support: Access to a dedicated senior financial expert or fractional CFO for ongoing, personalized support and high-level decision making. 

Project Based Services​

  • Initial Cleanup/Catch-up: Reconciling past transactions, fixing inconsistencies, and bringing an organization's books up-to-date.

  • Accounting Software Setup/Conversion: Helping transition a business to cloud-based accounting programs like QuickBooks Online or Xero and providing training.

  • Inventory Management: Setting up systems to track inventory and calculate the cost of goods sold. 

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