WE help mission driven businesses & Nonprofits simplify their finances, clarify their goals, and create impact in the people and places they serve.
Bookkeeping & Visual Reporting
WHAT DO WE NEED TO DO?
We setup, clean up, and streamline QuickBooks Online for your organization. We create visual reports that allow leaders in your organization to measure where you are and chart the path forward.
fractional controller
WHAT DOES IT MEAN?
Beyond monthly bookkeeping, a fractional controller meets with you virtually every month, reviews your financials with you, and helps you understand what things mean. They help you continue to implement automation and systems to make your organization run smoothly.
Fractional CFO
WHERE ARE WE GOING?
While a fractional controller mostly looks back at your organization and what the past means, a fractional CFO focuses on the future. Cash flow projections, hiring decisions, forecasts, key metrics to track both financial and non-financial. They journey with you into the unknown by providing some light on the trail ahead.
100% VIRTUAL
We Exist to help you
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Reduce your administrative time by creating modern financial systems and processes.
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Beyond compliance (payroll, bookkeeping, etc), there is incredible value in gaining clarity around your organization. What do the numbers mean? Having everything organized and visually displayed provides greater clarity and allows you to know where you are.
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It’s been said, “what get’s measured gets done.” Our fractional CFO services help you look forward in your organization. Do I have enough cash? Can I afford to hire? Are my prices too low? These are all questions we help you answer.
OUR CORE SERVICES
Accounting
Averages $500-$900 / mo
VIRTUAL ACCOUNTING/BOOKKEEPING
Monthly Bookkeeping
Financial System Optimization
Monthly VISUAL Reports
Unlimited Support
Accounting +
AVERAGES $900-$2,500 / MO
FRACTIONAL CONTROLLER
Everything in Simplify +
Custom Metrics
Monthly Financial Review Call
ANNUAL BUDGETING
FRACTIONAL
CFO
from $2,000 per mo
FRACTIONAL CFO
MONTHLY OR SEMI MONTHLY CFO CALL
Monthly Cash Flow Forecasting
Project/ People / Product Profitability Analysis
MONTHLY Planning and Forecasting
