Foundational Business Services

Foundational Business Services are designed for the solo-preneur, partnerships and small business with less than 6 employees and up to $300K in revenue. Most small business in America need this type of support. From start-up to franchise the foundation we create together will allow your business to grow with the future in mind. Services include:

  • Monthly Bank Reconciliation
  • Entity Formation
  • Payroll Management
  • Monthly Financial Reporting
  • Best Practice Training
  • Xero/QuickBooks Training
  • Quarterly and Annual Tax Filings

Structured Business Services

Structural Business Services assist the growing company by relieving you and your staff from the controller duties so you can focus on your specialty. Companies with 5-25 employees and revenue up to $20M will see benefit from our advanced assistance at a much lower rate than an in-house position. We become part of your team supporting strategic decisions with financial data. Building from the foundational services, we add:

  • Accounts payable
  • Accounts Receivable
  • Annual Forecasting
  • Cash Flow Management
  • Key Performance Indicator Reporting

Pinnacle Business Services

Pinnacle Business Services bring a virtual CFO to your company. We build cash reserves, track profitability and participate in your board meetings by providing the hard and true numbers affecting your business. Additional services available to companies with up to $40M in revenue and 100 + employees include:

  • Performance Comparisons
  • Development of Company Accounting Manuals
  • Contract Negotiation
  • Liaison with Outside Organizations and Institutions
  • Merger and Acquisition Support
  • Long Range Planning

All of our Business services include unlimited email/slack and phone support. Additional services and special projects are available, just ask.