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5 Golden Rules to Get Your Books Ready for a Pro
Numbers you can count on!
Bookkeeping workflows for
project managers and creative directors.
✓ Workflows that serve the needs of companies with project-based clientele.
✓ Capture all meaningful financial information needed to keep your projects on track.
✓ Real-time numbers and insights to track costs and keep projects on budget.
Partner with us!
As part of our process, we create a custom bookkeeping workflow to support you.
1. DIG DEEP: Learn your business
Dive into your business, learning the ins and outs of your operations and financial challenges.
2. DESIGN: Create your workflow
We’ll craft a bookkeeping workflow tailored to your operations and business’s unique needs.
3. ENGAGE: Put your system to work
We power up your new workflow. We provide bookkeeping support, and you provide the operational oversight, ensuring it runs smoothly and gives you all the financial information you need.
Packages Designed for Project Success
Our packages include a blend of virtual bookkeeping & management accounting, with a focus on project accounting!
All Packages Include
General Bookkeeping
Accounts Receivable
Accounts Payable
Monthly Financial Reports
Regular Video Meetings
1099 Filings
Year End Reports provided to CPA
Project Package
“I need a reliable way to keep track of my project finances.”
Project Accounting Review & Setup
Project Revenue & Expense Tracking
Automated Profit & Loss Reports
Project Profit and Loss Reports
Up to 25 Hours Per Month
Full Suite Package
“I need a strategic view of my business's financial health.”
All Project Package features +
Sales Tax Filings
Cash Flow Forecasting
Comparative Financial Reporting
Strategic Variance Analysis
Up to 36 Hours Per Month
Get Your Books Ready for a Pro in 5 Simple Steps!
Receive our free guide to set yourself up for a seamless consultation with a pro.
5 Golden Rules to Get Your Books Ready for a Pro
Download our free guide! ↓