SOLUTIONS THAT WORK.

We have the right CFO or Custom Solution to fit your Micro, Small and Mid-sized Business needs:

Bronze CFO

  • Bookkeeping

  • Xero or QB Online Subscription

  • 24/7 Access to Account

  • Bank and Credit Card Reconciliation

  • Annual Business Consult

  • Annual Financial Reporting for Income Tax Preparation

from $99/month

Silver CFO

  • Bronze Features +

  • No Set-up Fee

  • Payroll Setup and Payroll Tax Returns

  • Direct Deposit

  • 1099s and W2s

  • Sales Tax Returns

  • Quarterly Consult and Financial Reporting

from $299/mo.

Gold CFO

  • Silver Features +

  • Monthly Consult and Financial Reporting

  • Forecasting and budgeting

  • What-if scenarios

  • LivePlan Included

from $599/mo.

A la Carte Services

QuickBooks, QBO and Xero Support

Even seemingly simple bookkeeping software can make you want to scream!  Save your voice.  I can set-up your new account, migrate your books from desktop to online (or QBO to Xero), troubleshoot and clean-up your existing books, train you and analyze your financials. Never before have your books looked so good!  As a certified Advanced QuickBooks ProAdvisor and a Xero Bronze Partner, I am expert in both. I can offer discounts when you need to purchase these products, so check with me for current pricing.

Starting at $90 / hour.  

 

Point of Sale, Enterprise, Add-Ons

These more advanced solutions often come with difficulties associated with hardware and software add-ons, more complicated set-up, problems with inventory, merchant services, asset management, and the list goes on.  I can help you set-up, troubleshoot, clean-up, or train your staff so you can make sure your books are accurate and useful.  Call if you need set-up support or recommendations about add-on software.  Also, I as a Certified Advisors with many of these products, I can often offer discounts on your purchase.  Examples of products I have supported:  Point of Sale, Enterprise, Bill.com, Expensify, Vend, Biz Equity, Hubdoc, LivePlan, MindBody.

Starting at $120 / hour.

Business Planning and Valuation

I work with you to understand your business goals (whether you are a start-up, existing, or ready to sell your business) and can help you create a professional plan for you to reach those goals. I highly recommend LivePlan online business planning software.  I also do professional Business Valuations to help you estimate the value of your business.  Curious?  Check out karinsoffice.bizequity.com and get an estimate for free.

Over the shoulder advice, $150 / hour.   Full Business Plans from $5,500.

 

Payroll / Sales Tax Filing / 1099s

Just need help with quarterly sales and payroll tax returns?  1099s and W2s?  Call for an appointment.  We also provide account troubleshooting and clean up to make tax-time easier for you. Once your account is properly set up, tax time can be pretty easy. And we can train you to do it yourself if you’d like!

Starting at $90 / hour.