Services
We've designed our services around three critical time horizons that matter most to your business success: understanding your past, managing your present, and planning your future.
The Bear Necessities
Starting at:
$600
Per Month
Services Include:
Monthly Bookkeeping
Account Reconciliations
Basic Financial Statements
Unlimited Email Support
Advanced Reporting
Financial Analysis
Monthly Financial Review Meeting
Budgeting and Forecasting
Monthly Strategy Session
Audit/Review Support
CFO Advisory Services
The Denali
Starting at:
$3,000
Per Month
Services Include
Monthly Bookkeeping
Account Reconciliations
Basic Financial Statements
Unlimited Email Support
Advanced Reporting
Financial Analysis
Monthly Financial Review Meeting
Budgeting and Forecasting
Monthly Strategy Session
Audit/Review Support
CFO Advisory Services
The Ascent
Starting at:
$1,500
Per Month
Services Include:
Monthly Bookkeeping
Account Reconciliations
Basic Financial Statements
Unlimited Email Support
Advanced Reporting
Financial Analysis
Monthly Financial Review Meeting
Budgeting and Forecasting
Monthly Strategy Session
Audit/Review Support
CFO Advisory Services
Understanding Your Past: Accounting Services
What we do:
-
Record and organize your financial history with precision
-
Prepare comprehensive financial statements that reveal trends and insights
What this means for your business:
You can't make informed decisions without knowing where you stand. Our accounting services give you the financial clarity you need to understand your business performance and make strategic decisions with confidence.
Managing Your Present: Controllership & Back Office Services
What we do:
-
Implement expense controls and budgeting to prevent cost overruns
-
Establish internal controls with fraud prevention measures
-
Monitor and manage cash flow
-
Compliance & Reporting​​
What this means for your business:
You started your business to pursue your passion, not to wrestle with compliance requirements and administrative burdens. Our present-focused services protect your business from regulatory issues, financial overruns, and operational headaches, giving you peace of mind and more time to focus on what matters most.
Planning Your Future: Financial Planning & Analysis Services
What we do:
-
Develop cash flow projections and interactive dashboards for real-time monitoring
-
Prepare detailed financial forecasts to guide your strategic decisions
-
Provide regular meetings and ongoing accessibility for management consultation
What this means for your business:
Running a business without financial forecasting is like driving at night without headlights. Our financial planning and analysis services illuminate the road ahead, helping you make proactive decisions, avoid cash flow crises, and position your business for sustainable growth.
Additional Services
Beyond our core packages, we offer a comprehensive suite of services to meet your evolving business needs. Whether you require specialized expertise or assistance with a one-time project, we can tailor our support to your specific requirements. This ensures you always have the financial guidance necessary to achieve your goals.
Technology Consulting
Leverage our expertise in accounting and technology to optimize your business systems. We offer comprehensive technology consulting services, including software selection, implementation, and integration. Our team will work closely with you to understand your needs, recommend the best solutions, and provide ongoing support to maximize your technology investments.
Business Process Improvement
Is your business ready to scale? We help you identify and implement process improvements that drive growth and profitability. Our team will work with you to map out your current processes, identify areas for optimization, and implement solutions that improve efficiency, reduce costs, and enhance customer satisfaction.
Fraud Prevention & Internal Controls
Gain confidence in your financial operations with our comprehensive fraud prevention and internal control solutions. We'll work with you to identify vulnerabilities, strengthen your internal controls, and implement best practices to mitigate risk. Rest assured that your business is protected with our proactive approach.