Expert Financial Support That Grows With You

Tier 1: Core Accounting & Bookkeeping

Bookkeeping (Accurate & Organized)

Transaction Management & Reconciliation

Monthly Financial Reports:

Automated reports generated via QuickBooks Online (QBO)
Client is responsible for reviewing and interpreting the reports, and preparing any final versions for external use

Periodic Cleanup Tasks:

End of Year Tasks

Tier 2: Strategic Financial Leadership

Includes All Tier 1 Services, plus:

Weekly Financial Updates:

Written reports sent to the client each week, including:
- Prior week’s income and expenses (A/R and A/P)
- Cash flow projections for upcoming A/R and A/P

Board-Ready Monthly Reports:

Monthly Financial Reports:

Automated reports generated via QuickBooks Online (QBO)
Client is responsible for reviewing and interpreting the reports, and preparing any final versions for external use

Annual Budget Support:

Collaboration with a designated team member to create the organization’s yearly budget

Tier 3: Bookkeeping, CFO & Advisory

Includes All Tier 1 & Tier 2 Services, plus:

Weekly Strategy Meetings:

Regular check-ins to align financials with organizational goals and provide real-time insights

Advanced Financial Oversight & Reporting:

File Cleanup & Financial Infrastructure:

Ensure digital files are properly stored, accessible, and secure
Collaborate with company to establish standard operating procedures
Centralize account access with emergency backup protocols in the event key personnel are not available