Yes! We love doing our clients bookkeeping in addition to their CFO work, as it helps us get to know your business from the bottom up so we can provide even greater insight to help you grow and scale.
We work on an ongoing basis with our clients and our monthly rate varies based on the scope of work (complexity and size of your business are a couple determining factors). You get as much of us as you need, and we pride ourselves on providing huge value to our clients (no nickel-and-diming over here!)
Once you decide you’re ready to bring a CFO onboard, we hop on a Zoom call to understand your challenges and discuss how we can support you. We send back a proposal, you give us the green light, we sign an agreement and get to work! We will usually provide a list of items we’ll need from you and once we have everything, we’ll dive in right away. If you’ve retained us on an ongoing basis, we’ll complete your bookkeeping and financial review by the 15th of the following month, then we schedule our monthly finance check-in call to review the financials and forecast.
We are not a CPA firm and do not file personal or business taxes, but I have several trusted CPAs I’d be happy to connect you with. We do file the Form 990 for nonprofits and know that form like the back of our hands.
Maybe you DIY your numbers but have a few quick questions. We do not work on an hourly basis, but The Entrepreneur’s CFO Corner might be a great fit for you. Click here to join the waitlist.
Feel free to use the form above and we’ll look forward to connecting soon!