Financial Foundation
Create a strong Financial Foundation to support your dream business that supports your dream life!
Five Phases:
- Discovery: Vision, identify emotional and familial patterns, goals and self-care balance.
- Customize accounting system to produce clear and beautiful reports.
- Reporting without judgement.
- Create a Budget.
- Savings system.
Bookkeeping
Are you searching for a professional bookkeeper in the Bay Area to manage your company’s financial records? If so, you have come to the right place.
Ensure the accounting system includes all necessary accounts.
Reconcile all accounts.
Maintain organized bank statements to support internal and external audit readiness.
Send monthly reports to the CFO for review and discussion of trends before forwarding to the CEO.
Customize reports based on CFO guidance for data analysis.
Based on the CFO’s system design, coordinate with the tax accountant on account mapping, reporting, and tax filing.
Payroll integration.
Prepare 1099s.
Controller
Every successful business needs a financial controller to oversee its accounting, bookkeeping, and financial reporting.
Prepare and manage Accounts Payable.
Track and facilitate Accounts Receivable.
Cash Flow & Financial Management
Cash flow monitoring and implementation of the CFO’s strategy.
Ensure Balance Sheet accuracy with the tax accountant.
Debt repayment management
Data flow with internal software systems
Budgeting & Financial Planning with CFO
General Ledger Management & Reporting
Fractional CFO
A chief financial officer (CFO) provides the highest level of financial management and leadership to a company.
Business Pricing Strategy Based on Goals
Accounting Software Setup & Utilization (e.g., QuickBooks)
Financial Expertise in Professional Services, Venture Capital, Private Equity Industries, and Biotech Sectors
Financial Team Leadership
Budgeting
Cash Flow Management Planning
Intentional Growth Planning
Financial Reporting for Stakeholders
Financial Risk Management & Planning
Vendor Payment Terms & Negotiations
Accounting Operations & Procedure Evaluation
Insurance Management
Work with Tax Accountant on Tax Matters
Work with Financial Advisor for Retirement Planning
Invest Company Funds for Growth
Schedule a Complimentary Discovery Call.
Let’s connect on a call to see if we’re a good fit to work together! Whether you’re ready to get started or simply want to learn more about our accounting services in the Bay Area, we’d love to hear from you. Contact our team today to schedule a consultation. We look forward to connecting with you!
