These are designated services that will be performed monthly.
This includes monthly reconciliation for all bank accounts, credit card accounts, and company loans. We will set up and modify your chart of accounts as you see fit (of course we will guide you through this to what makes the most sense for what you want to see).
These services include everything offered with the Basic Level Bookkeeping, with this package we will host your own QuickBooks account (included in the cost). This includes budgeting and job costing reports as well as monthly financial reporting. We will invoice your customers directly and pay your vendors for you providing detailed reports of all transactions. This come with unlimited email/text support.
This partnership service includes everything with the Premium Level Services package plus customer collections/AR follow up, company cash projections, budgeting, monthly onsite meetings, Ad Hoc reporting, payroll processing (direct deposit and all payroll liabilities for up to 5 employees), prepare and issuance of W2s and 1099s, all while being available for unlimited support via phone/email/text including evening and weekends.
The scope of a CFO's role varies throughout an organization. Perhaps you need a little bit of this and little bit of that, we want to provide for you only what you need and want. We will collaborate with you to decide what projects need tackled first. Common special projects that our clients use us for are certified payroll reporting, Ohio Mechanic's Lien Law filings (NOFs and NOCs), cost code development and implementation, employee training, job costing set up, inventory management, etc.
If you're receiving the Strategic Accounting Partnership package with us, enjoy a significant discounted rate for CFO - 2 - Go Services.
If you're receiving the Premium Level Service package with us, enjoy a discounted rate for CFO - 2 - Go Services.
We love proving our worth! If you do not utilize our premium services or our strategic accounting partnership package we can still be your temporary CFO and would love the opportunity to exceed your expectations.
We have decades of experience with HR related services as well including standard operating procedures development, job postings, recruiting, interviewing, hiring, and firing. We have impeccable office organization skills where we can come into your office and recommend a work flow that is efficient and makes the most sense for your needs. We offer website building and hosting, domain hosting, email creation, logo creation, custom forms, etc.
Our goal is to be your one stop shop and provide all the needs for your business goals. No request is too big, if we can not adequately exceed your expectations, we will point you to a qualified trusted company in our ever growing network
Add a footnote if this applies to your business
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