it may be time to hire a pro if:
• You're making more money in your business and doing your books is no longer a financially responsible use of your time.
• You want to confidently understand your monthly profits and losses so you can make the proper business investments to responsibly scale your business.
• Your business is busy and you need to delegate financial management to someone you trust.
we're here to help.
Explore our service collections to see which offering will meet your needs.
Not sure? Book a consultation with Alison to chat about it.
our Service collections
01. Fractional CFO Services
PERFECT FOR | Business owners bringing in $75-300K+ in revenue per month who are not ready to hire a full-time CFO, already have a bookkeeper, but want to really understand their financials from a growth perspective.
02. Financial Foundations
PERFECT FOR | Business owners bringing in 5-15k in consistent revenue per month who want to take control of their finances by: delegating their monthly bookkeeping, learning how to decrease unnecessary expenses, and creating a game plan to scale their business financially.
03. Business Builder
PERFECT FOR | Business owners bringing in 15-30k in consistent revenue per month who want to take control of their finances by: delegating their monthly bookkeeping, learning how to decrease unnecessary expenses, and creating a game plan to scale their business financially.
04. Empire Builder
PERFECT FOR | Business owners bringing in 30k-100k+ in consistent revenue per month who want to take control of their finances by: delegating their monthly bookkeeping to a professional, strategizing with Alison Wright about how to continue to grow their business and decrease expenses, and creating a game plan to continually increase their revenue.
05. VIP Bookkeeping Clean-Up
PERFECT FOR | Entrepreneurs who are using QuickBooks Online but are not up to date on their bookkeeping (whether you are 1 month behind or 12 months behind on your bookkeeping). If you do not yet have QuickBooks, we can further discuss when you book a call.
Questions & Answers
I have more than 10 accounts.
Can you still help me?
Absolutely! The reason our collection pricing is based on number of accounts is that each account added means more time dedicated to reconciling and organizing your books. Bespoke collections are available
for those who have more than 10 accounts.
Do I really need bookkeeping clean-up?
If your bookkeeping is not reconciled to date, then it is best practice for your books to be cleaned up from the date of your last reconciliation. This is to ensure that all of your transactions are categorized correctly to minimize you tax liability and empower you with accurate numbers for your various offerings.
How long does bookkeeping clean-up take?
That depends on how many months of bookkeeping need to be cleaned-up. We have cleaned up one year of bookkeeping in as little as one week in the past. But every business is unique, so the clean-up process can take anywhere from 1 week to 1 month + based on the volume of transactions to categorize and number of accounts to reconcile.
Do you also prepare taxes?
While we do not prepare taxes, we will maintain your finances so that you will be ready for tax time. We can also recommend a tax preparer if you do not currently have one.
Is your company insured?
Yes! We are fully insured and certificates of insurance are available upon request.