PROPOSAL TAILORED TO YOUR NEEDS
PRICING
Are you thinking “give me the price already?” Well, here is the thing:
We don’t have standardized packages and prices because we don’t provide standardized services.
In your strategy call, we produce an instant proposal for you tailored to your needs, your stage of growth and where we think you should be on your Financial Success Framework. We determine this after we dive into your challenges and goals and determine the best plan to get you to where you want to be.
Your plan continues to evolve as you grow, tackling your short term goals to get to your long term ones.
You will have a monthly rate. We don’t charge by the hour because we are continuously adding value to your processes and keeping up with your business performance.
You save 10 % on your annual rate if you choose the prepayment option.
We have special rates for our pre-revenue start-ups!
FINANCIAL SUCCESS FRAMEWORK
We have built a financial success framework that will create a profitable business that runs itself. It’s beyond just crunching numbers. This framework will make you a successful entrepreneur with access to expertise and coaching, giving you clarity about your goals and holding you accountable as a business owner.
OPTIMIZED SYSTEMS
We combine cloud and financial technology to create a financial ecosystem. The first step is to ensure that your processes are streamlined to set the foundation for a stress-free business that runs itself. We document a walkthrough of your current processes and we bring in improvements leveraging the latest technology. You will get your OWN apps map based on your business model, needs and industry.
ACCURATE DATA
REAL-TIME ACCOUNTING & BOOKKEEPING
Do you find yourself struggling at the end of the month to make sense of your numbers and finances? If you want to run a profitable business, you must have accurate data, know your numbers real-time and keep up with all of the ins and outs of your business. We, as your outsourced accountant, will take care of that for you. This will give you time to focus on what you’re good at and build a successful stress-free business. You will move from blindness and frustration to clarity and ease:
– Refined accounts
– Account reconciliations
– Accounts payable management
– Merchant Services
– Payroll processing
– Financial Statements Preparation
– Audit ready data
– Estimation of your tax liabilities
YOU ARE ON THE ROAD TO MORE PROFITABILITY
FINANCIAL STRATEGY
FINANCIAL INSIGHTS
Can you visualize your business future with clarity and ease? Being a successful entrepreneur requires you to make informed data-based decisions instead of relying on your gut. This is what we are passionate about and what we want you to achieve with our CFO services.
Cash flow management
Generating revenue does NOT mean you are profitable. You will improve your cash flow with regular reporting, forecasts and reviews. We will keep track of your liquidity setting aside cash for your tax liabilities and the required minimum amount for your upcoming expenses. With this tracking, you will also spend less on unnecessary expenses and together, we discuss ways to reduce costs and increase profitability.
KPI measurement
How is your business doing today? We will identify your key performance indicators. This will be very unique to YOUR business and industry. We do extensive research and analysis to know exactly what metrics to monitor for your business. You will make decisions based on tangible metrics instead of your intuition.
Financial budgeting and forecasting
Quantify your financial goals. We monitor your progress with projections, actual vs planned analysis..
Business coaching and expert advice
What will you do to reach your financial goals and your FULL business potential?
We understand how overwhelming running a business can be. We’ve been there too and we get it! We hold you accountable, help you plan, prioritize and keep focus to reach your goals.
“It’s a scientific fact that if you write your goals down and send your commitments to somebody, you will accomplish 78% more”
We are also passionate about financial literacy and self-education. We share with you resources, articles and webinars. We provide you with support when needed through our network of experts. Oh and once a month, we get together for our virtual business book club! .
WHO WE SERVE
We serve start-ups and growing businesses led by ambitious entrepreneurs. We want to GROW WITH YOU towards your mature stage. By the time we get you there, you will already have a trusted outsourced back office function to rely on.
Being a 100 % digital company, we also focus on digital and online businesses because we get it! These include: Fintech, ecommerce, knowledge industry, online coaches, memberships and subscriptions, applications and software. We have the necessary tools that connect and integrate with your online platforms for a seamless accounting and finance experience.
If you are an entrepreneur who has not gotten on the digital train, no worries, contact us and we will get you there!
Join our virtual business book club!
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