the Virtual CFO
i’m your right hand woman.
I’ll RECORD + CATEGORIZE ALL INCOME AND EXPENSES TO SAVE YOU TIME AND ENERGY,
RECONCILE BANK ACCOUNTS so you aren’t missing out on client payments or overlooking tax deductions,
ANALYZE YOUR FINANCIAL REPORTS AND GIVE DETAILED RECOMMENDATIONS TO increase your bottom line AND GROW YOUR BUSINESS,
MAKE SURE YOUR SALES TAXES ARE FILED ON TIME, THAT YOU’RE FOCUSED ON THE KEY AREAS FOR GROWTH, AND THAT YOU GET PAID BY YOUR CLIENTS.
you’ll get Access to a private client portal and a direct line of communication TO ME to get your questions answered right away.
WE’LL ALSO DO WEEKLY CHECK-INS, IN ADDITION TO OUR MONTHLY REVIEW CALL, TO KEEP YOU ACCOUNTABLE AND ON TRACK WITH YOUR GOALS.
Includes a monthly subscription to Quickbooks
Ideal for business owners who want me to join their team as Chief Financial Officer while they spend time running their business as CEO and operating in their zone of genius. | monthly investment begins at $1,000
the Money Manager
I’ll RECORD + CATEGORIZE ALL INCOME AND EXPENSES so you can make the BEST investments for your business,
RECONCILE BANK ACCOUNTS so you aren’t missing out on client payments or overlooking TAX deductions,
PROVIDE FINANCIAL REPORTs so you can monitor your growth and properly plan for the future,
analyze your monthly expenses so we can increase your bottom line.
you’ll also get Access to a private client portal to keep your finances 100% organized.
I’ll send a monthly video review, and we’ll get together for a quarterly review call.
Includes a DISCOUNT FOR Quickbooks subscription
Ideal for business owners who want me to manage their bookkeeping and accounting so that they have a clear picture of where they stand with their finances and are able to set clear goals to grow their bottom line. | monthly investment begins at $500