Business Builder

          

 

Includes CFO Service:

  • Comprehensive CFO support throughtout the month
  • Formal monthly meeting ith CFO To review business perfomance, additional meetings as business needs dictate
  • Unlimited numbers of acounting transactions per month*
  • Payroll service is included for up to 10 empolyees (available for >10for additonal fee)
  • Build an annual budget and strategic plan, including montly meetings to analyze actual performance versus plan
  • Cash Flow analysis $ provide tolls and strategies to leverage your cash flow
  • Customization of financial reports for you to better analyze3 your business
  • Help you manage all financial aspects of your business
  • CFO will consult with your other advisors e.g. CPA, Attorney, Insurance Agents, Marking Consultants, Social Media Consultants in order to cooordinate efforts and be able to better guide your business

Includes Tactical Services:

  • Bank Account and Credit Card Reconciliation done weekly**
  • Reportss generated weekly**
  • Unlimited Accounts Receivalbe data entry and support
  • Unlimited Acounts Payable data entry and support
  • Job costing break down**
  • Unlimited Phone support form bookkeeper
  • Host the QuickBooks file on our server
  • Provide and online file cabinets to store and share an unlimited number of files
  • Online organization of all your financial documents
  • Daily BAck-up of all digital information
  • QuickBooks sofware upgraded each year automaticall at no additional charge
  • Unlimited QuickBooks access from any computer with an internet connection (for and additional fee)***

Outcomes and Benefits Include:

  • More time to focus on your core business.
  • Better understanding of the finaancial side of your business.
  • A readily availabe sounding board to help you with tough business decisions.
  • The comfort form knowing that a professional is overseeing, protecting and constantly improving the financial side of your business.
  • Development of company accounting procedure manuals.
  • Budget preparation and monitoring.
  • Profitability analysis by service or product line.
  • Trend analysis
  • Assistance in defining long-range plans and the quantification of goals.
  • Cash management.
  • Liaison with bankers, attorneys vendors . insurance agents, etc.
  • Assistance in obtaining financing from banks, including assistance with negotiations.
  • Analysis of equipment purchases, expansions, etc.
  • Mergers and acquisitions asistance.

*A transaction is considered any entry in to the financial software.  Including but not limited to: line item on a bill, paycheck, check, invoice, sales order, estimate, purchase order, etc.  **Online access to your accounts is needed to be able to reconcile accounts more often than monthly.  ***Job costing requires additional imput from client to gather needed information and reports will be generated bi-monthly if requested.  **** This access point can be used on any number of computers but only 1 simultaneous user can access the file at any time unless additional access points are purchased. Unlimited numbers of simultaneous users can be added if needed for an additional fee per each user.