We have the right CFO or Custom Solution to fit your Micro, Small and Mid-sized Business needs:


Bronze CFO

  • Bookkeeping
  • Xero or QB Online Subscription
  • 24/7 Access to Account
  • Bank and Credit Card Reconciliation
  • Annual Business Consult
  • Annual Financial Reporting for Income Tax Preparation

from $99/month

Silver CFO

  • Bronze Features +
  • No Set-up Fee
  • Payroll Setup and Returns
  • Free Direct Deposit
  • 1099s and W2s
  • Sales Tax Returns
  • Quarterly Consult and Financial Reporting

from $299/mo.

Gold CFO

  • Silver Features +
  • Monthly Consult and Financial Reporting
  • Receive Payments Online
  • Track and Pay Vendors Electronically
  • Dashboard or LivePlan Included

from $499/mo.


A la Carte Services

 

QuickBooks, QBO and Xero Support

Even seemingly simple bookkeeping software can make you want to scream!  Save your voice.  Let me help you with that pesky problem you are having.  I can set-up your new account, migrate your books from desktop to online, troubleshoot your existing books, train you and your help. Never before have your books looked so good!  As a certified QuickBooks ProAdvisor and Xero Silver Partner, I can offer discounts when you need to purchase these products, so check with me for current pricing.

Starting at $75 / hour.  Contact me about deep discounts on QBO monthly rates (new and existing clients).

 

Point of Sale, Enterprise, Add-Ons

These more advanced solutions often come with difficulties associated with hardware and software add-ons, more complicated set-up, problems with inventory, merchant services, asset management, and the list goes on.  I can help you set-up, troubleshoot, or train your staff so you can make sure your books are accurate and useful.  Call if you need set-up support or recommendations about add-on software.  Also, I as a Certified Advisors with many of these products, I can often offer discounts on your purchase.  Examples of products I support:  Point of Sale, Enterprise, Bill.com, Expensify, Vend, Biz Equity, Hubdoc, LivePlan, MindBody.

Starting at $95 / hour.

Business Planning and Valuation

Karin works with you to understand your business goals (whether you are a start-up, already running, or ready to sell your business) and can help you create a professional plan for you to reach those goals. I highly recommend LivePlan online business planning software, and as a Certified LivePlan Expert Advisor, I can offer discounts on your monthly or annual price.  I also do professional Business Valuations to help you estimate the value of your business.  Curious?  Check out karinsoffice.bizequity.com and get an estimate for free.

Over the shoulder advice, $85 / hour.   Full Business Plans from $3,500.

 

Payroll / Sales Tax Filing and Planning

Just need help with quarterly sales and payroll tax returns?  1099s and W2s?  Call for an appointment.  We also provide account troubleshooting and clean up to make tax-time easier for you. Once your account is properly set up, tax time can be pretty easy, and we can train you to do it yourself.

Starting at $75 / hour.