Accounting & Tax Filing
Get the strategic financial guidance of a Chief Financial Officer without the cost of a full-time executive. Our CFO-level consulting services provide expert leadership to help you navigate growth, fundraising, and complex financial decisions.
What's Included
What's Included 1
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What's Included 3
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What's Included 2
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What's Included 4
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Our process
How We Work With You
A proven, straightforward process that gets you results fast.
Initial Meeting
Our first step is to discuss your business objectives, current financial statements, concerns and what you desire from a bookkeeping company
Diagnostic Review
After the initial assessment, we will review your business and discuss areas of focus, suggested improvements and develop a plan to create an advisory and bookkeeping experience to meet your business needs.
Implementation
Over the next several months we will set up your finance and accounting system, establish streamlined business processes and introduce you to the team of skilled resources that work with your business.
Monthly Cadence
We will close your books, prepare your financial statements, analyze your business trends for potential issues, consult with you and any questions you may have and facilitate a monthly business review
Quarterly Business Review
Quarterly we will work with you to understand your financial results, develop forward looking forecasts and assist you in creating financial roadmaps to meet your annual objectives, adjusting scope of services as needed.
Year-End Planning
Review annual results and work with you to prepare a budget for the next year. We can also build a strategic plan for several years out modeling different scenarios.
Customer Success Stories
Trusted by Growing Businesses
See what our clients say about working with FinServe Partners.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Sarah Johnson
CEO, TechStart Inc.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Sarah Johnson
CEO, TechStart Inc.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
Sarah Johnson
CEO, TechStart Inc.
Ready to Take Control of Your Finances?
Schedule a free consultation and discover how we can help your business thrive.