Save time, energy, and stress by letting our experts handle your financial records. Let us streamline your finances with efficiency and accuracy so you can focus on growing your business.

Description

Bookkeeping is the financial heartbeat of any organization or business and encompasses the process of recording every transaction, every purchase, sale, and expense. We ensure that all financial data is meticulously documented, organized and classified. For small businesses and nonprofit organizations, outsourced bookkeeping can be a game-changer. It offers clarity and control, helping you stay on top of your finances and can mean the difference between being able to survive or being able to flourish. Included in outsourced bookkeeping is:

• Income transaction recording: invoices and sales receipts.

• Expense transaction recording: payroll entries, 2 or 3 way expense matching

• Intercompany journal entries

• Depreciation calculations and entries

• Cash or Accrual accounting methodologies

Pricing Structure

After evaluating your needs, Books Refreshed will determine a monthly service charge that will be fixed for the duration of your contract. A one-time onboarding fee of 50% of your monthly service charge applies.

Gain expert financial leadership on a part-time basis to drive growth, optimize your financial strategy, improve cash flow, and make informed business decisions without the full-time cost.

Description

When utilizing a fractional CFO, you're bringing on a seasoned financial expert to guide your business or organization without the full-time commitment. We offer a range of services including financial planning, budgeting, forecasting, cash flow management, and strategic financial advice. We go beyond the routine and will learn your industry, analyze your financial data, and provide actionable insights. We provide the expertise that might otherwise be out of reach without breaking the bank. Examples of services include:

• Short, mid, and long-term financial strategy development aligned with priorities.

• Cash flow forecasting and analysis.

• Budget development process and feasibility assessment.

• Cost analysis and margin optimization.

• Specialized financial report creation and presentation.

Pricing Structure

After evaluating your needs, Books Refreshed will determine a monthly service charge for a number of fractional CFO hours needed. Unused hours will roll over and can be modified as needed. A one-time onboarding fee applies.

Get your finances in order with our one-time accounting books set-up service. Ensure accurate and organized financial records from the start, providing a solid foundation for your business's financial management and growth.

Description

This service includes setting up a chart of accounts tailored to your specific needs, ensuring that all income, expenses, assets, and liabilities are accurately categorized. We can recommend a software or excel based system that meets the needs of your business or organization, and will provide materials explaining the buildout of the established bookkeeping systems. The goal is to create a reliable, easy-to-understand financial framework that supports your business's or nonprofit’s goals. Ultimately, a professional setup provides peace of mind, knowing your finances are in order and that you have a strong foundation to build your future success on. It’s like having a financial roadmap, guiding your organization towards stability and growth.

• Establish a customized chart of accounts tailored to your specific needs.

• Accounting software setup, including configuration of software and integrations.

• Beginning balance entries for investments, initial capital and any other equity or assets.

• Products and/or services setup for use in managing sales and inventory.

Pricing Structure

Books Refreshed offers an initial consultation, free of charge. After determining the scope of the accounting solution, a service fee will be assessed. This one-time fee will cover the entire cost of the books set-up.

Strengthen your leadership with leadership financial coaching. Enhance your decision-making skills and financial acumen to drive your business or organization's success and growth.

Description

Leaders of small businesses or nonprofit organizations can choose coaching as an avenue for further developing internal financial acumen and decision-making skills. Goals for coaching may include training on financial statements, guidance through financial challenges, identifying growth opportunities, and assisting with developing financial objectives. For leaders of small businesses and nonprofits, a financial coach brings a fresh perspective, helping you to see the bigger financial picture while also focusing on the details that matter. This service is all about empowering you as a leader to make strategic, impactful financial decisions. Coaching on the following areas are available:

• Accounting principles and compliance with Generally Accepted Accounting Standards (GAAS).

• Financial principles

• Bridging the gap between operations and finances.

• Other topics available as requested.

Pricing Structure

Financial Coaching is billed hourly at established rates. In order to to make it affordable for all, Books Refreshed offers a tiered pricing structure that is based on size and scope of the business or organization.