Services

Accounting, finance, and advisory in one place

Built for companies with $1–10MM in annual revenue that need accurate books and a clear read on performance.

What we do

Support at every elevation

Accounting

•  Monthly accounting and review services
•  Bank and credit card reconciliations
•  AR and AP review
•  Financial statement preparation

Finance

•  Financial statement analysis
•  Business intelligence dashboards that monitor key performance indicators against industry benchmarks
•  Budget vs. actual reports
•  Projections and cash flow forecasts

Advisory

•  Process improvement
•  Standard operating procedure documentation
•  Guidance with bank financing
•  Acquisition analysis

Professional services concierge

One point of contact for every advisor you work with

Your CPA, attorney, wealth manager, insurance broker, and banker, coordinated so the advice lines up and nothing falls between them.

$500 per month, annual commitment.

We keep your entire advisory team aligned, so you don't have to manage them.

Semi-annual meetings to review current activities and future plans, making sure your financial and legal structures still fit your life.

We prepare the agenda, distribute action items, maintain a rolling list of deadlines, coordinate document requests, and keep a secure financial document vault.

Business intelligence dashboards

Making your data actionable

“Let us connect your QuickBooks Online to Microsoft’s Power Business Intelligence platform to trend your metrics through visualizations.”

Dashboards pull from QuickBooks Online and your other systems, refreshed so you are never waiting on a spreadsheet export.

$3,000 – $5,000

one-time investment

Metric examples

Compare revenue to budget, monthly or quarterly, against prior periods

Trend gross profit margin per channel

Trend operating expenses as a percent of income

See your top ten customers and top expenses

Value

Know your metrics and how they trend.

Sample dashboard. Metrics and data sources are built around your business.

Industry comparative analysis

Comparisons by industry, sales range, and geography

Ever wondered how your business compares?

We analyze your data against the industry and current peer performance, using a third-party anonymized database to benchmark you annually, semi-annually, or quarterly.

Get answers to

Is your gross margin in line?

Do competitors collect receivables faster and reinvest the interest savings from credit lines back into the business?

Is your payroll, as a percent of income, comparable?

Is your debt stack consistent with peers?

How effectively are you managing your assets?

Pricing per report

Quarterly:

$500

Semi-annual:

$750

Annual:

$1,000