Your Key Financial Players

  • What you delegate:

    • Payroll processing/management

    • Coding transactions in the books

    • Monthly reconciliations

    • Manage journal entries

    • Monthly review for accuracy

    • Publishing financial statements

    What you're responsible for:

    • Review coding for accuracy

    • Provide clarity around transactions

    • Storing supporting documentation

    • Reviewing financial statements

    • Communicating effectively

    • Asking questions to understand

  • What you delegate:

    • Streamline accounting processes

    • KPI development and monitoring

    • Communicating immediate flags

    • Identifying bottlenecks

    • Identifying efficiencies

    • Financial summaries

    • Strategic planning

    What you're responsible for:

    • Finding a good fit

    • Communicating the vision

    • Providing feedback

    • Taking action (COO/CEO)

    • Communicating effectively

    • Asking questions to understand

  • What you delegate:

    • Quarterly estimated tax payments

    • Annual tax return filings

    • Annual 1099s

    • Tax strategy

    What you're responsible for:

    • Finding a good fit

    • Thinking 3-5 years ahead

    • Accepting that taxes aren't bad

    • Storing supporting documentation

    • Communicating effectively

    • Ask questions to understand

  • What you delegate:

    • Clarify retirement goals and options

    • Creating the strategy

    • Periodic updates and analysis

    What you're responsible for:

    • Providing relevant updates

    • Bi-annual meetings

    • Understand what to monitor

    • Communicating effectively

    • Ask questions to understand

  • What you delegate:

    • Funding options

    • Resources

    What you're responsible for:

    • Understand your options

    • Ask questions

    • Communicating effectively

    • Ask questions to understand

Roles We Fill

  • Bookkeeping, Bookkeeper, Accounting, Accountant, Financial Services

    Bookkeeper/Accountant

  • Chief Financial Officer (CFO), Fractional CFO, Outsourced CFO

    Chief Financial Officer (CFO)

Roles We Can Help You Fill

  • Tax Preparer, CPA, EA, Tax, Tax Consultant, certified public accountant, enrolled agent

    Tax Preparer/CPA/EA

  • Business Banker, Bank, Banker

    Business Banker

  • Financial Advisor, Retirement Planner, Financial Consultant

    Financial Advisor/Retirement Planner