Financial oversight you can trust
You’ll get accurate and timely information as well as our insights on how each step helps you obtain your goals.
Our relationship-based approach, collaborative culture, and commitment to continuous learning and innovation means that you benefit from our expertise and our productivity.
Professional Bookkeeping Services
The buck stops with you. As a leader in your company, you set the tone for everything, and you have to be confident your financials are sending the right message to clients and industry colleagues.
Here’s how we can help.
Outsourced Bookkeeping
As your outsourced bookkeeper, we cover the basics that every business needs for compliant, clean books. You’ll get quarterly financial statements and guidance for net profitability and expenses, comparing quarter to quarter.
Outsourced Bookkeeping
As your outsourced bookkeeper, we cover the basics that every business needs for compliant, clean books. You’ll get quarterly financial statements and guidance for net profitability and expenses, comparing quarter to quarter.
Outsourced Controller
This package pumps up the basic bookkeeping package, turning quarterly services into monthly. We review your books every week to ensure that everything is up-to-date, communicate with you regularly, and give you more in-depth guidance on how you can improve your workflows, productivity and profitability.
Outsourced Controller
This package pumps up the basic bookkeeping package, turning quarterly services into monthly. We review your books every week to ensure that everything is up-to-date, communicate with you regularly, and give you more in-depth guidance on how you can improve your workflows, productivity and profitability.
Outsourced CFO
Our top-tier concierge service gives you white glove access to our accounting team and covers the breadth of your financial needs. You get our fastest response, full reporting and cash forecasts, weekly reviews and calls…plus a 1-day turnaround on phone and email support.
Outsourced CFO
Our top-tier concierge service gives you white glove access to our accounting team and covers the breadth of your financial needs. You get our fastest response, full reporting and cash forecasts, weekly reviews and calls…plus a 1-day turnaround on phone and email support.
“As the owner of two small businesses, hiring Monique a few years ago provided much-needed backup and peace of mind. She is incredibly knowledgeable, patient, and good-natured. I can’t imagine having gone through last year’s transition from Peachtree to QuickBooks with anyone else. Hiring Monique is the smartest business decision we ever made!”
– 5-star ProAdvisor Review
Essential Bookkeeping
Outsourced Controller
Outsourced CFO
The nuts and the bolts.
The engine and frame.
The whole car with GPS.
Setup and Modify Chart of Accounts
Bank and Credit Card
Account Reconciliation
(2 accounts included, additional fee for each additional account.)
End of year collaboration with your Tax Preparer
Prepare Financial Statements
(Balance Sheet, P&L, Cash Flow Statement.)
Quarterly
Monthly
Monthly
Call (Phone, or Zoom) to review financial statements and other business.
Quarterly
Monthly
Weekly
Email support – reply within # business days
Within 5 Business Days
Within 2 Business Days
Within 1 Business Day
Bank Feeds review
2x/Month
1x/Week
2x/Week
Review of Accounts Receivables and Payables
Annually
Monthly
Monthly
Training & Knowledge Transfer
-
Subscriptions to required software
-
Management Reporting
-
Forecasting, Budgets, and Strategic Planning
-
-
Industry KPI reporting
-
-
Need specific support in another area?
We also offer services for payroll, accounts payable, and accounts receivable.
Need something else? Just ask! We’d love to put together a package tailor-made to your needs.
“As the owner of two small businesses, hiring Monique a few years ago provided much-needed backup and peace of mind. She is incredibly knowledgeable, patient, and good-natured. I can’t imagine having gone through last year’s transition from Peachtree to QuickBooks with anyone else. Hiring Monique is the smartest business decision we ever made!”
– 5-star ProAdvisor Review
