15 Minute Discovery Call

These 60-minute sessions (can be held virtually or in-person) will allow you to gain the financial clarity you desire related to your business, personal or tax concerns.

During these sessions, we will:

1. Discuss & Evaluate Your Concerns

2. Develop REALISTIC Financial Goals

3. Create a Financial Plan (Business Budget, Personal Budget, or Tax         Plan)

4. Establish a DETAILED Plan of Action

Includes 4-hours of the following services:

• QuickBooks online system setup or system clean- up
• Classifying/Reclassifying of financial transaction

Preliminary Financial Management Report that Includes:

• Executive Summary with strategic recommendation
• Financial Management Guidelines
• Current Key Performance Indicator Report
• Updated Profit & Loss Report
• Statement of Cash Flows Reports

1 Hour Strategy Session to:

• Discuss Financial Management Report
• Discuss & develop financial goals
• Discuss & implement financial procedures

30-day Accountability Follow-up Call

Why hire a virtual CFO? The CFO Accounting Services are premium financial services that provide small businesses the opportunity of having a full service accounting department to manage the routine financial duties of the company.  Services range from Accounts Receivable & Accounts Payable Management, Payroll, and CFO Financial Consulting. 

Let us handle your finances monthly while you run your business!

Outsourced Accounting Services are offered at (3) different levels:

• Essential 
• Enhanced
• Elite

Annual Income Tax Preparation & Filing are provided for the following:

• Individuals 
• Self - Employed/Small Business
• Corporations, Partnerships, & Non-profits
• Other Tax Filings & Preparation  Including:
• Sales Tax Returns
• Commercial Activity Tax Returns
• Tax Extensions 

*All tax services include Tax Planning Sessions for the following tax year.

These Services Include: 

• Strategic Financial Development Sessions
• Touche It Yourself Membership Program 
• Quarterly Strategic Financial Development Session 
• Financial Planner 
• QuickBooks Subscription 
• Monthly Payroll Services Includes:
• Unlimited payroll processing
• Yearly W-2/1099preperation
• Employee Direct Deposit
• All Federal, State, & Local Payroll Taxes filed
• Annual 1099 Preparation and Filing
• Accounts Payable Processing & Management (Bill pay, Weekly Check Run Processing, Vendor/Contractor Management)
• Accounts Receivable Processing & Management (Customer invoicing, billing collections, payment follow-up, etc.)
• Strategic Analysis & Consulting
• Operating Budget Development & Management
• Financial Analysis & Projections
• Financial Process Implementation, Restructure, Management
• Contract Review, Industry/Tax Research
• QuickBooks Online Subscriptions

Touché It Your Way Membership:

• QuickBooks Online Subscription to track and manage your finances.
• TIY Financial Planner to keep you organized, set goals, budget, and stay on track!
• Access to the TIY Network through our TIY Facebook group 
• Quarterly Financial Strategy Session to:
  • Review Your Finances and Financial Performance
  • Set Goals, Budgets, and Projections
  • Provide Recommendations based on Financial Performance
  • Discuss Tax Planning Strategies and help you plan for tax season

Geared towards small businesses just starting out or businesses experiencing growth, but not yet ready to hire an accountant/bookkeeper.