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TouchÉ Financial Solutions
TouchÉ Financial Solutions
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Touché Services

15 Minute Introductory Call

Introductory sessions where we discuss and define your financial concerns and discover how TFS can alleviate your financial stress. We will discuss our services, fees, company 

onboarding processes, and any other financially related questions you may have. *Introductory Calls are NOT for Tax advice.

Schedule
Schedule an Introductory Call

Managerial Accounting Services

Financial Audit & System Development

Financial Audit & System Development

Financial Audit & System Development

 

Our financial team works to create or clean up your current accounting system so business executives can get a complete picture of the current health of their organization, identify areas of improvement, and develop financial processes.

This service includes:

  • Creation or cleanup of QuickBooks System to meet Generally Accounting Principles
  • Classify/Reclassify all Year-to-Date financial transactions 
  • Development of Financial Management Guidelines
  • Product/Service Pricing Analysis
  • Financial Goal Development 
  • Full Year to Date Financial Summary Report
  • (2) Strategic Meetings 
    • 30 - minute initial onboarding meeting
    • 1 hour financial performance review
    • 30-miniute Wrap Up to review follow up items and future decisions 

Accounting Support

Financial Audit & System Development

Financial Audit & System Development

 

Our financial team of client service managers and accountants works as your internal accounting department to ensure your financial records meet Generally Accepted Accounting Principles. 

We offer (2) unique support packages

Essential Support Services 

  • Bookkeeping, Financial Monitoring, & Reconciliation
  • Monthly Financial Summary 
  • Quarterly (1) hour Financial Meeting
  • Unlimited Email Support 
  • (1) 15-minute Monthly Virtual Office Hour Session
  • Access to Client Only Add-On Services* 

Enhanced Support Services

  • Bookkeeping, Financial Monitoring, & Reconciliation
  • Accounts Payable Processing - Bill/Expense Payment
  • Accounts Receivable Processing - Invoicing 
  • Monthly Financial Summary 
  • Bi-monthly (1) hour Financial Meeting
  • Unlimited Email Support 
  • (1) 15-minute Monthly Virtual Office Hour Session
  • Access to Client Only Add-On Services*

CFO & Operational Consulting

Financial Audit & System Development

CFO & Operational Consulting

 

Our Chief Financial Officers work with business owners and other key company executives to make strategic decisions related to expansion, reorganization, downsizing, or elimination. 

This service includes:

  • Directly oversees the company's financial operations 
  • Oversees, works alongside, and/or trains the company's internal accounting department OR Touché's financial team to ensure the company is following Generally Accepted Accounting Practices
  • QuickBooks Training 
  • Process Development and/or Restructuring 
  • Strategic Analysis 
  • Budgeting
  • Forecasting & Planning
  • Bi-Weekly (1) Hour Financial & Strategic Planning Meetings 
  • Unlimited Emil Support
  • Access to Client Only-Add-on Services*

Client Only Add-on Services

 These services are ONLY available to CURRENT Touche Financial Solutions clients

  • 1 - Hour Financial Meeting
  • Tax Services 
    • State Sales Tax Filing
    • Commercial Activity Filing 
    • Annual Income Tax, Planning, & Filing

View Our Tax Checklist

Schedule

Introductory Call
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Touche Financial Solutions, LLC

2025 Riverside Drive, Columbus, OH 43221

Copyright © 2018 TouchéFinancial Solutions, LLC - All Rights Reserved.

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