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BUNDLED
SERVICES

  • Onboarding Time
  • OBJECTIVE
  • Accounting
  • Accounts Receivable
  • Accounts Payable using Bill.com
  • Bank Transactions
  • Bank Reconciliations
  • Payroll
  • Tax Prep Assistance
  • Debt Management
  • Month-End Close
  • Advanced Accounting & Support
  • Supervision & Support
  • Reporting
  • Financial Statements
  • Advanced Reporting
  • Dashboards
  • Planning
  • 12-Month Forecast
  • Multi-Year Forecast
  • Company-Wide KPIs
  • Advisory & Analysis
  • Strategic Advice
  • Monthly Meeting
  • Financial Analysis
  • Bank / Investor Relationships
  • BOD meetings
  • 4 weeks
  • SHOW
  • Soft
  • 1
  • Up to 4 with Accountant
  • 6 weeks
  • KNOW
  • Hard
  • Up to 2
  • Company-wide
  • Up to 2 with Controller
  • 8 weeks
  • GROW
  • Hard
  • Up to 4
  • By Department
  • Up to 6 with CFO
  • Up to 5 per year
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There Will Be Enough Paycheck Protection Program Funding For All of Us

There Will Be Enough Paycheck Protection Program Funding For All of Us

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Last Friday I frantically prepared documentation for as many clients as possible to apply for the new Paycheck Protection Program(PPP)loans that...
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Creating Cash Flow in an Uncertain Economy

November 12, 2020

Are you a business owner worried about cash flow in this uncertain economy? Would you like to learn more about steps you can take right now to...
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