How much more money could you make if you had CFO level resources working in your business?

The role of bookkeepers and accountants is drastically changing because clients are expecting you to be a strategic finance partner. Strategic and Operational Finance may not be your primary skillset but don't worry, we have a solution for you.

In the past year, we have worked with many bookkeeping and accounting firms to develop custom CFO ToolKits that they are using to support their clients and some are building significantly growing their firms but using these tools to create a whole new level of services that their clients are willing to pay more for.

Basic Bookkeeping

  • Monthly coding & payroll reconciliations

  • Monthly cash account reviews

  • Provide monthly financial statements

  • Annual W-9 contractor audits

  • Support annual tax filing process

Bookkeeping+ Quarterly Reporting

  • Basic Bookkeeping Package PLUS

  • Quarterly management review and accounting systems assessment

  • Quarterly financial review meetings to cover key financial reporting

Bookkeeping+ Monthly Reporting

  • Basic Bookkeeping Package PLUS

  • Monthly management review and accounting systems assessment

  • Monthly financial review meetings to cover key financial reporting

Bookkeeping+ Weekly Reporting

  • Basic Bookkeeping Package PLUS

  • Weekly management review and accounting systems assessment

  • Weekly financial review meetings to cover key financial reporting

Price Analysis and Modeling

  • Monthly Support analyzing pricing and contract proposals

  • Ongoing support for developing and enhancing pricing strategies

Cost & Labor Productivity Analysis

  • Monthly direct and indirect cost analysis

  • CFO Services - $3,500/month value

Monthly Financial Forecast Management

  • Ongoing support for forecast modeling and updates

  • Creation of monthly budget vs actual analysis

The role of bookkeepers and accountants is drastically changing because clients are expecting you to be a strategic finance partner. Strategic and Operational Finance may not be your primary skillset but don't worry, we have a solution for you.

Free Resources

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