My professional bookkeeping services deliver:
Level 1: Coaching, Training, and Review
- Get the help you need, when you need it, even if you're still "doing it yourself"
- Set meetings on a monthly basis, or as needed!
- 24/7 email access
- Customized systems, procedures, and how-to manuals - we build it, you use it, and your team loves it
- Best for investors that need a partner in their business
Level 2: Outsourced Bookkeeping
- Skip the headache. Get reports you can read and information you can use.
- Accurate, Consistent, and Timely Meetings and Custom Reports
- 24/7 email access & Monthly Video Training
- Monthly Video Training
- quick and easy systems, with minimal demand on your time
- Best for investors with 1-2 companies that are ready to scale
Level 3: Outsourced CFO & Controller
- KPI's, Forecasting, and Comparative Analysis to companies using your exact strategies
- Specialized support for Bankers, Tax Strategists, and Capital Investors
- Inventory Accounting
- Bill Pay Assistance (A/P)*
- Invoicing Assistance (A/R)
- Payroll and Taxes (3rd Party)
- Best for investors with high growth, multiple companies, and a need for high quality systems
*I am a firm believer in the separation of duties, which means I will never sign any checks on the behalf of a client.
All services are set at a flat, monthly fee unless a special need arises. Please direct any other questions to firstname.lastname@example.org.