Bookkeeping Services | Beyond Books Solutions

CFO Services

Monthly financial accuracy review
Financials deep dive with recommendations
Annual goals and budget setting
CFO Scorecard with KPIs and action steps list
Strategic Profitability analysis
Cash Flow Management
Financial Forecasting
Revenue Stream Analysis and Optimization

Monthly Bookkeeping

Create systems and processes for your business
Customize the Accounts
Build Industry-Specific Financial Reporting system
Weekly posting of all business transactions
Weekly Job costing
Monthly reconciliations
Monthly Financial Reports Preparation
Unlimited communication

Additional Services Available

Payroll
Invoicing (Accounts Receivable)
Billing (Accounts Payable)
Integration with the Project Management Software of your choice
Historical clean-up or catch-up
Quickbooks Online set up and training
Profit First for Contractors system overview and implementation
Budgeting

Pricing

Every business is unique and has different needs. During our phone conversation, we will discuss the challenges you are facing, the goals you have set up and the systems that will be helpful for you. Fixed monthly rates based on value pricing.

 

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