What We Offer

Bookkeeping Services

If having accurate, timely books is important to you, but it takes you away from the important activities of running and growing your business, you’re in the right place. Or maybe you’re tired of turnover, unreliable staff, and other frustrations of managing it yourself.

Our business bookkeeping services are tailored to your needs and may include:

  • Recording transactions, documents & receipts

  • Processing bills & scheduling payments

  • Invoicing customers & managing receivables

  • Reconciling bank and credit card accounts

  • Managing your chart of accounts, categories, and products & services

  • Customized weekly business snapshot delivered proactively to your email

We base our value-added services on what you need for your phase of business growth, the complexity of your business, and other variables. We would welcome a conversation to see if we are a fit for your business — if you are, we can give you customized cost options.

Accounting & Controlling Services

Perhaps you need more sophisticated and in-depth financial accounting and reporting. That is where our Accounting services come in. In addition to your bookkeeping services, you gain:

  • Upgraded workflows

  • Payroll payment processing

  • Month-end accruals & adjustments

  • Balance sheet reconciliation

  • Key Performance Indicators (KPIs) and analytics

As your business grows, so does your team and the need for good controls to keep things running smoothly and ensure appropriate checks and balances are in place to minimize risk to the business. You’re ready for Controller services such as:

  • Weekly cashflow reports

  • Weekly management meetings

  • Quarterly business reviews

  • Enhanced monthly reports

  • Budgeting and forecasting

  • Tracking of value drivers

  • Custom dashboard

These services are tailored to you and your business.

Business Advisory & CFO Services

When you’re ready for your business to move to the next level, you need financial guidance from an experienced CFO. But it is not always practical or cost-effective to hire a full-time CFO. If this is you, we recommend you speak to our founder, Michael Still, about how he can help you as a partner of B2B CFO®.

Services may include:

  • Strategic planning

  • Improvement of cash flows

  • Obtaining bank loans or other financing

  • Increasing profitability

  • Increasing the value of the business

  • Preparing the business for sale