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

Business Plan Consulting

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.

Financial Modeling

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.

Angel Investments

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.

Pitch Development

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.

Investor Reporting

These services include monthly profit and loss statements, income statements, balance sheets, cash flow updates and other pertinent reporting factors.

Budgeting + Statements

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.

Debt + Equity Financing

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.

Compliance Management

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.

Board Advisor + Observer

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.

Strategic Planning

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.

Accounting + Bookeeping

On a basic level everything comes back to balancing the need for accurate books and the stresses of tracking your transactions.

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.