We get to know you through an Introductory Call.
During an Introductory session, 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.
The Balanced Business Solution
This combined service offering is designed for business owners looking to establish a strong financial foundation while gaining the knowledge and skills needed to optimize their business for growth, profitability, & sustainability.
This service includes:
- Financial System Optimization
- QuickBooks System Creation or Cleanup
- Year-to-Date Transaction Classification
- Year-to-Date Bank and Credit Card Account Reconciliation
- Year-to- Date Financial Performance Report
- 3-Month Business Coaching:
- Business Foundation & Tax Awareness
- Strategic Goal Development
- Pricing for Profitability
- Strategic Meetings
- 30-minute Onboarding Meeting
- (1) 1-Hour Financial Performance Review
- (3) 1-Hour Coaching Session
- (1) 30- minute Post-Coaching Follow Up Meeting
Accounting Support Solution
Our financial team acts as your internal accounting department, ensuring that your financial records adhere to Generally Accepted Accounting Principles (GAAP).
We offer (2) unique support packages:
Essential Support Solution
- Weekly Financial Monitoring & Bookkeeping
- Monthly Bank & Credit Card Reconciliation
- Monthly Financial Performance Report
- Quarterly (1) hour Financial Performance Review
- Quarterly Tax Planning
- (1) Annual Business Tax Return Filing
- Annual 1099 Filing
- Unlimited Email Support
Enhanced Support Solution
- Weekly Financial Monitoring & Bookkeeping
- Monthly Bank & Credit Card Reconciliation
- Accounts Payable Management (Bill Pay)
- Accounts Receivable Processing (Invoicing/Billing)
- Monthly Financial Performance Reports
- Bi-monthly (1) hour Financial Meeting
- Bi-monthly Tax Planning
- (1) Annual Business Return Filing
- Annual 1099 Filing
- Unlimited Email Support
The Executive Business Solution
Our Chief Financial Officers (CFOs) directly oversee your company’s financial operations, working alongside or training your internal accounting team or Touche Financial Solutions' financial team. We ensure that your business adheres to Generally Accepted Accounting Principles (GAAP) while streamlining processes and driving strategic financial growth.
With a focus on long-term growth and operational efficiency, we provide expert financial leadership tailored to your unique business needs.
This Fractional CFO Service includes:
- Direct oversight of Financial Operations
- QuickBooks Training
- Process Development & Restructuring
- Strategic Analysis
- Budget Development & Management
- Forecasting & Planning
- (1) Monthly 1-Hour Financial & Strategic Planning Meetings
- Unlimited Email Support