Our services
Virtual CFO
FLAGSHIP OFFER
When I sign on to become your Virtual CFO, I am becoming part of your team. I not only completely handle all of the financial tasks that need to be completed, but I meet with you on a monthly basis to go over financial results, set goals, and outline ways to accomplish those goals. We work together, and I serve as a support system to allow for and empower you to fully step into your highest CEO self!
Monthly Virtual CFO Services include the following:
Bookkeeping services
Budget creation
Cash planning and cash flow forecasting
Liaising with your tax expert to ensure that you are properly structured in order to minimize your tax liability
1099 preparation
Invoicing
Sales Tax Filing
Payroll support
Pricing starts at $1,500 per month.
CFO Intensive
My Virtual CFO Intensive is perfect for someone who is looking for financial guidance within their business, but isn’t ready to onboard a monthly Virtual CFO.
During this intensive I get to know you and your business, and we cover the following:
Your financial systems that you have in place: and are they setup properly? And are they working seamlessly in a way that will allow for you to run reports and see how your business is performing on a monthly basis?
Your financial goals for the upcoming 12 months, and how to achieve them
Cash management strategies that will guarantee that you can pay yourself what you want (after tax) from your business
We make sure that you are aware of all of the “write-offs” available to you, and we make sure that you understand how your business income is taxed.
Depending on your specific stage of business, we tailor this day to fit your exact needs; therefore, deliverables might be different for each client.
Investment: $1,500 for half day and $2,500 for a full day.
*If backdated bookkeeping is needed, additional fees may apply.
Bookkeeping!
Looking for someone to handle the bookkeeping in your business? That’s our specialty! At Balanced by Stevie we provide “Better than Basic” bookkeeping services! We have a team of accountants, and have spent years learning about how to provide top tier bookkeeping services to the small business community.
Monthly bookkeeping services include the following:
Monthly quickbooks update
Monthly reconciliations of bank accounts, credit card accounts, and loan accounts
Monthly financial report creation which includes all relevant financial statements
Quarterly 1:1 calls to make sure we’re providing the best service we can
Annual creation of 1099s
Assistance with invoicing clients (additional charges may apply)
Sales tax filing (additional charges may apply)
Payroll support (additional charges may apply)
Pricing : Starting at $500/month
Optional add ons:
Back-dated bookkeeping
Quickbooks cleanup projects
Pricing : TBD upon level of work needed