Let us manage your money while you manage your business
With our expertise in bookkeeping, financial planning & analysis, and profit strategies, we ensure that your financial records are accurate and up-to-date.
Our Mission
Our mission is to transform the financial experience for business owners by providing clear guidance, accurate reporting, and steady support they can rely on. We build lasting partnerships that help clients feel confident in their decisions and secure in the financial health of their businesses.
Happy Clients
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Why Choose Us?
Expertise
With over 30 years of experience, our team is equipped with the knowledge and skills to handle your financial needs.
Personalized Service
We help transform businesses from where they are to where they want to be.
Commitment
Our mission is to build the foundation of a secure future for your business.
Our Services
We are dedicated to providing top-notch financial services to help businesses thrive. Allowing you to focus on what you do best – running your business.
Caterpillar: Bookkeeper
- Bank Feeds and Transaction Entry for bank and credit card accounts
- Receipt Capture Review
- Loan Payment Transaction Entry (Split)
- Loan Setup
- Historical Recording of deposits
- Bank & Credit Card Reconciliations
- Financial Reports Reviewed for accuracy
- Financial Reports Provided and explained
- Payroll Journal Entry Recording
- Inventory Count Entries & Adjustments
Chrysalis: Controller
Includes Level 1 in addition to these services
- Accounts Payable – Submitting payment to vendors
- Review of unpaid invoices
- Expense Management with technology assistance – importing, reconciling, etc.
- Filing Business Licenses & Permits
- Collecting W-9’s on 1099 vendors
- Bad Debt Write Off (with authorization and assistance)
Butterfly: Fractional CFO
Includes Levels 1 & 2 in addition to these services
- Analysis & trends in A/R
- Financial Reports – Analysis and Future View
- Monthly Client Strategy Meetings
- Goal Setting & Growth Metrics/KPI’s
- Annual Budget Review with General & Administrative Analysis Forecasting
- Inventory Analysis
- Business License & Permit Compliance
- 1099 Compliance
- Payroll and HR Compliance
- Cash Flow Management
- Technology Considerations
- Business Process Review
- Policies and Procedures
- Loan Analysis
- Capital Sourcing and Management
- Capital Reporting
- Stakeholder Relations
We will be providing tax preparation services beginning in the 2025 tax year.
Please email [email protected] to discuss pricing and items required to proceed.
What Our Clients Say
Real Clients with Honest Reviews
"Reliable and knowledgeable! They took the time to understand our business and deliver exceptional results."
"Highly recommend! Professional, efficient, and thorough. Our finances have never been in better hands."
"Fantastic experience! Their expertise and friendly service made managing our books stress free."
