entrepreneur advisory

We know that everyone is different. Your business is unique. We provide you with a range of options to let you choose the package that best meets your needs. 

For each package, we offer a fixed price so you can budget and plan. And each of those packages can be customized so that you get exactly what you want. 

In other words, you’re in complete control and can build the program that best meets your needs and budget.

entrepreneur advisory

Entrepreneur advisory packages were designed for those business owners who want to work one on one with their accounting professional. The packages will help the entrepreneur plan for the future, measure results against projections and make informed financial decisions.  Many times, this package is combined with our Virtual Financial Management services.

essential insights

The Essential package is the business owners first step into financial planning and analysis.  Although it's just the basics- enough to give you the critical information about your regular business performance - it's a great place to start and get helpful insights.  You will have access to real-time data on your business, in a format that makes easy reading for business owners.   Essential Insights also includes upfront goal setting, which means you'll have measurable targets to track performance against.

progressive growth

This is our most popular option because it includes one on one coaching.  The Progressive package builds a stronger foundational understanding of performance versus the business strategy and overall financial goals.  This package requires the business owner’s continuous engagement.  You get valuable reports to help you manage your business and support to help you understand your numbers, make the best decisions, and achieve your goals.

advanced performance

This is the best option for ambitious business owners who want to work closely with their accounting professional.  You will have access to more comprehensive financial forecasting to make longer term strategic decisions.  This is a full management package, bringing you customized analysis based on your business model.  Think of it as your outsourced CFO.

essential Insights

Progressive growth

Advanced performance

Initial assessment and set up
Financial systems health check
Meeting to obtain your predicted sales data and build your sales forecast
Creation of your annual budget
Detailed and graphical budget report showing results
Unlimited email and telephone support
Monthly report out on your key numbers
Full management reporting
Business review meeting
Meeting to discuss the budgeted results
Expense monitoring and advice
Accounts receivable monitoring
Flexible reporting
Flexing your figures to create multiple budget scenarios
Maintain a rolling forecast
Three year financial plan
Get Started With A Free Consultation

additional services

We know that your needs are unique, that is why we offer individual services that can be utilized as add-ons to any package or standalone products to ensure that you get what you need to make the most use of your financial data.


Financial system Health Check

The financial systems health check is for the business owner who wants to know if their financial information is accurate, up to date and can provide the necessary information to help make business decisions. Let us perform a Financial Systems Health Check for a one-time fee of $297. When you sign up for a monthly service, the health check fee is refunded in full.

Learn More About Our Financial System Health Check


Payroll regulations are constantly changing, making paying your employees a tremendous headache. Letting us deal with your payroll takes away the headaches and frees up your time to focus on running your business. You will know your payroll is submitted on time, with less stress as we take care of the complicated parts.   

Prices for our payroll packages are based on your specific circumstances, such as, the number of employees you have, how frequently you run your schedule and the sort of reports you want.  

Learn More About Our Payroll Services

accounting clean up

Unfortunately, when running a growing business, the bookkeeping often gets hurried or neglected, resulting in inaccuracies and sometimes a backlog.  Sometimes that’s simply because we’re too busy.  And sometimes it’s because we have relied on someone else to do the record keeping and they simply haven’t done it the way it should be done.  And then of course, without accurate and up-to-date financial information available at your fingertips, you risk making the wrong decisions in your business, not collecting money that’s owed to you, paying the wrong amounts of sales and use tax and having little or no control over your finances.

Learn More About Our Accounting Clean Up Services

cloud accounting setup

Technology is moving at an incredible rate, and this is even the case with accounting systems.  All the major software companies are committed to cloud accounting systems, and very soon support will cease for existing desktop systems. The modern business needs a state of the art accounting system that will provide time savings, 24/7 access and security for your financial data. We specialize in cloud accounting solutions and setting businesses up on the cloud.  We will do this for you, removing all the hassle, and you will know your books are setup the right way, saving you hours of time and frustration.

Learn More About Our Cloud Accounting Setup Services

sign up for your free consultation

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.