Service Packages
ASSISTANT
$99.00 / MONTH INCLUDES:
• BUSINESS QUICKBOOKS ACCOUNT
• QUICKBOOKS SETUP
• DIRECT TEXT LINE
• BOOKKEEPING CONCIERGE “BUCK”
+ADD-on $149 monthly review
ASSOCIATE
$499.00 / MONTH INCLUDES:
Everything in SAVE A BUCK
Monthly bank feed allocations to the correct GL accounts for up to 2 bank accounts and 2 credit cards
Estimated 10 hours per month
Free 1099 processing for up to 20 vendors
Investor-ready monthly P&L statements
+ADD-on prior month cleanup for $99/mo
EXECUTIVE
$899.00 / MONTH INCLUDES:
Everything in MAKE A BUCK
Estimated 20 hours per month
Entering invoices, sending customer invoices
Payroll and contactor support through Gusto
State tax filing
+ADD-on prior month cleanup for $99/mo
ADVISOR
CUSTOM
CO-FOUNDERS ?
FINANCIAL MANAGEMENT ?
CAPITAL FUNDRAISING ?
EQUITY INVESTMENT ?
SEE BELOW FOR CUSTOM SERVICES
| *if you chose to host your own quickbooks account take off $40 from the price |
Custom Services
Using the business model canvas and other proprietary tools, we help our clients figure out how to build financial sustainability for their companies. Our expertise is in helping clients navigate the transition from cool product to rapidly growing company.
This process can take some of the guesswork out of finances. Financial modeling helps to track progress, aids in goal setting for a business and ensures that investor money is spent productively.
Getting investors on board with your company isn’t always easy. We’ll help you put together a comprehensive plan to validate investment opportunity with investors, identify investors, coach entrepreneurs on “the ask,” and help with due diligence.
If you want investors to back your business, you need a great pitch. It has to tell a story and sell the big picture of your idea. We help entrepreneurs find the right words to explain their complex businesses and get the funding they need to succeed.
These services include monthly profit and loss statements, income statements, balance sheets, cash flow updates and other pertinent reporting factors.
As your business grows, it can be difficult to balance the books. We can help there. Whether you need department budgets, overall company budget adjustments, financial data to backup performance or any other financial statements, we can help you navigate that process and insure its done correctly.
We have a vast network of angel investors and access to strategic partners, investors, and family offices. We’ll help you leverage our network and make the most financially sound decisions.
If you want investors to back your business, you need a great pitch. It has to tell a story and sell the big picture of your idea. We help entrepreneurs find the right words to explain their complex businesses and get the funding they need to succeed.
We provide investors the service of oversight and reporting on their portfolio companies. We also track relevant milestones, help identify future funding needs, and ensure value growth.
Finance touches strategy in all aspects of the business from pricing to human resources. We can provide financial perspective when making hard decisions steer you in the direction of profitable growth.
On a basic
Additional
From time to time, our clients need additional work and analysis such as creating a financial model for investors, budgeting, or inventory review. These services range from $1,000-$8,000 depending on the scope and time required, but all pricing will be clear and agreed upon before any work starts.