Phase 1: Business Understanding & Onboarding
- Initial Consultation and Needs Assessment
- Customized Service Agreement
- System Setup & Data Migration
Phase 2: Day-to-Day Accounting Operations
- Routine Bookkeeping & Payroll Management
- Monthly Financial Reporting & Review
- Tax Compliance & Filing
- Year-End Financial Close and Annual Tax Preparation
- Financial Strategy and Advisory
- CFO-Level Advisory Services
Client Classification
Small Business (SB)
- Annual revenue: <$50,000
- Number of employees: <20
Small & Medium Enterprises (SME)
- Annual revenue: <$1.8M
- Number of employees: <150
By partnering with us, your business can offload the complexity of financial management and gain access to expert advice and seamless execution.
Our outsourced accounting & finance services offer reliability, transparency, and strategic financial insights, allowing you to focus on growing your business while we take care of the accounting.
