We Help Business Owners Achieve Their Vision

Our goal is to help you achieve the vision that you have for your business. No matter what stage your business is in – start-up, growth, maturity, or exit – we have a plan that will help you achieve your goals.

We believe that your financials are the roadmap to success in your business. Our monthly bookkeeping plans will provide you with accurate, timely, and insightful financials. Aside from sending us your documents, you won’t have to lift a finger to get your books closed, so you can spend your time on what you do best.

If you’re ready to take your business to the next level, hire one of our outsourced CFOs to help you with your financial strategy.

We also offer tax services to any clients on our monthly plans. Gone are the days of coordinating with multiple people at tax time – our tax services seamlessly integrate into our recurring plans.

virtual accounting services for any stage of business

If your business is in the start-up stage, you’re probably just trying to get off the ground and bring in consistent revenue. You’ll need to make sure you stay tax compliant, and keep your bank or investors happy. You want to be confident that your books are done the right way so you have one less thing to keep you up at night. Many business owners like to “bootstrap” this stage, but when it comes to your taxes, it’s easy to mess something up if you’re not a pro.

For businesses in the start-up stage, we recommend our basic monthly bookkeeping plan with the sales tax add-on and income tax return preparation. If you’re not ready to outsource your books, check out our Finance Tune-Up!


Once you’ve figured out a business model that works and have started bringing in some consistent revenue, you’ve made it to the growth stage. One of your goals in this stage should be to generate as much cash as you can so you can plow it back into your business and fuel growth (and start to pay yourself!). This means you’ll need to measure and track your business performance – using your financial data and KPIs – to know which levers to pull to get cash flow positive.

We also recommend automating as many processes as you can in the growth stage as this will enable you to scale even faster. From a financial perspective, that means getting rid of your manual paperwork and leveraging technology for billing, collecting payments, paying your vendors and employees, and reporting.

For businesses in the growth stage, we recommend our monthly bookkeeping plans with any of our add-on services, in addition to income tax return preparation. Depending on what your goals are, you may also benefit from some CFO Office Hours as well.


We define business maturity as the stage where your business is consistently generating enough cash to meet your take-home pay requirements. This could mean that you have upwards of $10 million in revenue and 100+ employees. This could also mean that you bring in $250 thousand in revenue with only a couple of part-time employees or contractors. Everyone’s business goals are different!

In this stage, you’ll need to understand how your business decisions impact your taxes. You can also transition some or all of the day-to-day work to employees, and implement systems so you can have a life outside of work. You’ll of course continue to monitor your financials to ensure you’re generating as much profit as possible, and continue setting business goals to expand your market share, hire more employees, and maybe even acquire another business.

For mature businesses, we believe that business owners shouldn’t spend their time dealing with any of the minutia of their finance department. We recommend our monthly bookkeeping plan, upgraded to the accrual basis, with our add-on services for billing, AP, and payroll, as well as income tax return preparation and tax planning. CFO Office Hours would also help you make sure you’re staying on the right track with your financial strategy.


No matter what, there is going to come a time when you’re ready to exit your business. Whether you want to retire, pass the business to your kids, give some equity to employees, or sell to a third party, you should consider your exit options well ahead of time. You’ll always get a better deal if you plan ahead.

Even if you think exiting is far away, we always recommend having a succession plan in place to ensure your business is able to continue operating smoothly. Especially if you want to sell, you should understand how your company will be valued, based on your financial picture, customer portfolio, and industry. You’ll also want to maximize your cash flow and profitability, and optimize your balance sheet to ensure you get the most value out of your business. Once you exit, you’ll also need to understand the tax implications of your strategy.

If you aren’t confident in your financials, we recommend our monthly bookkeeping plan to make sure you have an accurate picture of your business. You’ll also need CFO Office Hours to help plan your optimal exit strategy.

Not sure which services are right for you?
Here’s a breakdown of what’s included in each of our plans.
Clean up of historical financials as needed
Books closed monthly
Categorization of all banking and credit card transactions
Receipt/document organization
Bank reconciliations
Cash basis accounting
Accrual basis accounting
GAAP accounting
Adjusting journal entries
Account reconciliations
Monthly cash basis financial statements
Monthly accrual basis financial statements
Monthly financial review
Year-end financial package
Cash flow management
Forecasting and financial modeling
Management of accounting department
Quarterly strategy meetings
Business intelligence, reporting, KPIs

Manage vendors
Bill pay administration
Expense report administration
Pay bills and expense reports once approved

Payroll software administration (hire, terminate, compensation changes)
Process payroll
Calculate bonuses, commissions
Set up incentive compensation plans
Set up benefit plans

Customer administration
Customer invoice administration
Sales tax filings
Customer statement delivery
Phone and email collections

Federal and state business income tax return preparation
Federal and state individual income tax return preparation (for business shareholders)
Quarterly estimated tax payments
Tax credits
Tax planning and strategy