ADVISORY SERVICES TO HELP YOU STRATEGICALLY PLAN FOR YOUR BUSINESS
We will provide assistance in developing best practices that help you create accurate financials and strategically plan for the short-term and long-term future of your company.
Financial Manager is for you if...
You want help making strategic decisions about the growth of your company.
You are ready to develop accounting and tax best practices, workflows and processes.
You are looking for someone to help you read and interpret financial statements.
You want to delegate tax planning, estimates, and return filings to an expert.
ABOUT THE FINANCIAL MANAGER
A Message From Keila
If you're a small business owner that is looking to offboard the financial, accounting, and tax responsibilities that take up too much of your time, our team is here to help relieve that stress!
Check out this 2-minute video to learn more about what our Financial Manager Service has to offer!
What's included with a Financial Manager?
If you're looking for a partner to help you build out those processes, and you are ready to delegate bookkeeping and tax filing responsibilities, this package is perfect for you.
Investment begins at $3,000 per month
How It Works
We've got the numbers covered! All transactions will be categorized accurately on a weekly basis.
All of the data that feeds into your financial systems will be collected and reported so there are no surprises.
Set budgets and dynamic forecasting, plus key performance indicators to plan forward throughout the year.
We shine the light on your monthly numbers and discuss strategies that will maximize the growth of your business.
We manage all of your estimated and annual tax filings, and all associated payments.
We'll provide advisory support for tasks you will manage such as invoicing, payments, and payroll.
Meet Casey, CPA, MBA
YOUR ACCOUNT MANAGER
As your Account Manager, I will help you leverage your financial information and make strategic decisions in your business. I'll perform all essential accounting functions to save you valuable time, and as your point of contact for ongoing service, will be easily accessible and dedicated to your success!
Can't live without?
Fill out the application below so we can learn more about your business.
Our team will review your application to determine whether we’re a good fit for your needs and our service offering.
If we’re a match, we’ll jump on a free Discovery Call to get better acquainted.