OUTSOURCED ACCOUNTING PLANS
We guide acquisition entrepreneurs through a smooth transition and ignite growth in their new businesses.
Accountant
streamlined, cloud-based accounting department
Xero or QBO software subscription
Daily transaction processing
Accrual accounting & supporting schedules
Month-end close
Financial report package
Meetings with management (quarterly)
Unlimited phone & email support
Software & procedural training
Common Add-ons
Bill payment
Sales invoicing
Payroll
Weekly cash flow reports
Controller
budget tracking to achieve your goals
Everything in Accountant
Budget-to-actual reporting
Financial commentary & analysis
CFO
performance metrics with actionable insights
Performance management dashboard
What-if analysis or scenario building
Meetings with management (monthly)
Other ways we help.
SBA Loan financing
Helping Prepare your business to sell
Investing and finding ways to help grow your company