Let Your Business Run Like a Well-Oiled Machine

Includes income & expense categorization, invoice management, reconciliation of 1 bank account & 1 credit card, end of month financial reporting to include P&L, Balance Sheet & Statement of Cash Flow and end of month recap call.

Basic plan and includes  weekly AR and AP reporting and weekly recap calls. 

If your looking for the basic plan but happen to have additional bank accounts or credit cards, this is a great option to keep it simple.

If you need help keeping track of your expenses in a more detailed fashion, this gives you a birds eye view of where your money is going. Connect to a camera-fed app to upload receipts and our team will provide in-depth reporting on cash and credit charges on things that can add up quick like fuel & lunches to extra home depot trips. 

If you've had your significant other or  friend trying to keep your books a float, this is a great option to get a clean up.  Since you may need 1 year cleaned up or 10, this option requires further discussion.

You have to take care of your clients. This package includes onboarding & updating client information in CRM systems, invoicing, and tracking execution of contracts.

Its tough keeping track of invoices, submittals, drawings, change orders and everything in between. We help you stay on point with all of your file management including helping set up physical file system and digital.

Administrative help includes a road range of services and we know every business and every business owner is different. So if you prefer to use excel spreadsheets, post its, google docs or a good notebook,  our team can assist you. Lets chat to see what random tasks we can take off your plate!

Includes E-Notary services per signature.

If your in the Denver area, your in luck! We come to you for a quick & easy notary services

Every business has different needs. If you have odds & ends to help get settled, lets chat to see how The Fine Tooth Fox can help!