We don’t frost custom cakes or hand-tailor suits or pull off elegant events without a hitch—but you do. Let us handle the numbers so you can focus on what you’re great at.
One Dedicated Accountant
Your expert accountant keeps an eagle eye on your books and is here for your questions. No extra charge for that phone call or email. Ever.
Your Tech Managed
Tech is key, and so is managing it well. We keep an eye on your integrations so you know they’re functioning exactly as they should.
Hands-Off or Hands-In
Some people just want the bigger picture, some people want the details. We adapt to you, letting you be as involved (or not) as you want.
Budgeting & Forecasting
We’ll help you clarify your goals and map out a future for your business. Then we’ll show you how your plans are matching up to what’s actually happening so you can adjust accordingly.
KPIs & Metrics
We’ll create custom metrics to measure your success and regularly report on how things are going. Plus, with a personalized dashboard, you’ll see the key metrics that are most important to you so you can get the information in just a glance.
Deferred Revenue & Revenue Recognition
If you have customers paying quarterly, annually, or irregularly, we can reconcile and create schedules to know exactly what your deferred revenue is. This will help you plan come tax time and understand the complete financial picture for your business.
Mar is the BEST! Professional, capable, competent, and great to work with!
Owner at Violins, Etc.
Bookkeeping, Tax Prep, and CFO Services starting at $295 a month
Our prices only grow as your business does. We’re in it with you for the long haul.