Only do the work you love
When you started out, you wanted to bring solutions and impact.
Now that you’ve stepped up to be the person in charge, you need to be financially strong. But bookkeeping and accounting is one of the things you don’t want to spend time doing.
We solve that problem by doing it for you and doing it right.
Since we only work with entrepreneurs and nonprofits, we know all of the correct systems so that you can do what you enjoy and sleep easy knowing your finances are in tip top shape.
Services overview
Bookkeeping
Recording, classifying, and posting transactions
reconciling account balances
Accounts Payable and Accounts Recievable Management
financial statement preparation
customized chart of accounts
adjusting Entries
year-end financials for your tax preparer.
You'll receive monthly or quarterly financial statements and your books will always be kept accurate and up to date! Having accurate books not only makes tax filing a breeze, but it also provides all of the information you need in order to make the best financial decisions for your business!
Tax Planning and Tax Preparation
Many small business owners ignore tax planning and don't even think about their taxes until it's time to meet with their accountants once a year.
This mistake can cost you tens of thousands per year.
We work with our clients to optimize performance and pay the least amount of taxes legally possible. We then work with our clients to file clean, optimized tax reports.
Payroll Services
Outsourcing payroll services allows small business owners and nonprofit executive directors to focus on their core missions without the hassle of payroll management.
Our services provide peace of mind by ensuring accurate and timely payroll processing, compliance with regulations, and reducing the risk of costly errors.
With streamlined payroll handling, you can save time, minimize stress, and dedicate more energy to driving success and making a meaningful impact.
Cash Flow Management and Forecasting
Do you know how much money you will take in and how much you will spend in the next 2 weeks? The next 4 weeks? Do you have enough cash to handle unexpected expenses?
Cash Flow is the key to keeping your business running. You run out of cash, and your out of business.
We will work with you weekly or monthly to produce accurate cash flow reports so you’ll always know where you stand.
Accounting System Setup/Cleanup
If you’re like most of the food companies we know, you started your business and did what you needed to do to keep your books and pay your taxes. Now, you’ve grown to the point where you need to figure out your true cost of goods sold and profit on your different customers or products. But your books are too much of a mess to get the information you need.
We’re here to rescue you. We will do an analysis of your financial systems. We’ll deliver a report saying exactly what to fix. When we’re done all you have to do is maintain it.
CFO Services
While all other accounting activities look backwards at your data, it is the role of the CFO to work with the company founder and President to look forward. As the founder has new ideas, the CFO helps to determine if those ideas can work with a solid financial base and help the founder continue to move the company forward without getting distracted. Some of the activies of our CFO services include:
Scenario Forecasting
Will my new product idea be profitable?
When is the right time to invest in new equipment
When should I hire a new employee?
Loan Package Preparation
Investor Pitch & Package Preparation
KPI Tracking
Cost of Sales Analysis
Breakeven analysis
