If you run a business—like a veterinary or dental practice, or perhaps a real estate management company—you know your success depends on specialized expertise.
But running a business requires other kinds of expertise, too—like bookkeeping, expense management, payroll, financial reporting, and tax planning. Not to mention that growing a business also means forming key financial strategies and maintaining an eye on the future.
Does your business have the time or resources available to give these responsibilities the attention they need?
|Personal contact via phone & email||✔||✔||✔|
|Quarterly management meetings(phone, office, virtual)||X||✔||✔|
|Routine, customized bookkeeping||✔||✔||✔|
|Due date monitoring||✔||✔||✔|
|Real-time software access||✔||✔||✔|
|Cloud-hosted, shared access software||X||✔||✔|
|Timely financial reports||✔||✔||✔|
|Business trend analysis||✔||✔||✔|
|Cash flow management||X||✔||✔|
|Key Performance Indicator (KPI) review||X||X||✔|
|Annual strategy meeting||X||X||✔|
|IRS & AUDIT SUPPORT|
|IRS letter review & response||X||✔||✔|
|Full audit representation with IRS||X||X||✔|
Our highly skilled professionals act as your complete financial team, tackling everything from basic bookkeeping needs to executive-level strategizing.
- On-demand services make us an affordable extension of your team, able to address the tasks you deem most necessary and valuable, whenever you need help.
- We’re extremely proficient in managing the specific financial requirements of successful and growing businesses.
- Our cloud-based technology approach puts you at the forefront of today’s most timely, effective, and secure accounting systems.
- Like a Chief Financial Officer, we work to develop a big-picture perspective of your business—so you can ensure a path toward increasing profitability through both short- and long-term goals.
Step 1. You tell us what you need.
At our first in-depth meeting, we’ll discuss your immediate concerns, your short- and long-term business plans, and the ways in which we can best serve you.
Step 2. We'll start onboarding.
Like any new “employee,” we’ll quickly get up to speed on your organizational structure and chain of command, as well as your budget and annual goals. We will take care of any contractual agreements your company requires, such as nondisclosure agreements, and we’ll make sure we understand any third-party reporting requirements you might have. Finally, we will clearly define the scope of our processes and design management reporting formats.
Step 3. We’ll build your outsourced finance department.
Based on our initial assessment, we’ll pair you with one or more of our skilled professionals. We’ll also get you set up on our cloud-based client portal, with access to the latest technology for real-time decision-making. Our goal is to create an experienced and visionary team that’s prepared to navigate your specific business and accounting needs.
Step 4. Together, we’ll craft a financial strategy.
Depending on your goals, you’ll work with your new outsourced finance team to plot a course for the months—or even years—ahead. We’ll advise you on every element that pertains to your objectives, from taxes to expense tracking and beyond.
Step 5. We’ll take it from there.
Our professionals will manage as much or as little of your business financials as you need, always with an eye on your strategic vision. We’ll track trends, compliance needs, regulatory changes, tax documentation, and areas for potential improvement. And we’ll consistently communicate with you, so you never feel out of the loop about the financial success of your business.