HOW WE GET STARTED
01
Schedule a Call
Submit a contact form or book a call. Let's talk about your goals and how proper financial controls can help.
02
Onboarding
Industry specific QBO setup and proven industry specific processes are implemented into your business
03
Accurate Bookkeeping + CFO Insight
Dedicated weekly bookkeeper and CFO dashboard at your fingertips. Quarterly review to keep on track.
A MORE DETAILED LOOK
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Accurate Weekly Bookkeeping
2,500
Every month
Weekly transaction processing
Jobtread administration support
Accounts Payable Administration
Payroll management
Invoicing Administration
Job costing (QBO Projects)
Cash Flow Forecasting
Receipt Management
Digital Payment Management
Standardized and enforced process discipline
Fractional CFO Service
500
Every month
QBO, DEXT and Plooto Implementation
Jobtread implementation and setup
Standard operating procedure development and support
Implement standardized AR and AP processes
CFO Dashboard and Expert Analysis
Quarterly Reviews
INVEST IN PEACE OF MIND AND BUSINESS INSIGHT
The below outlines the average cost for a $3-4M dollar business.
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