Basic Needs
1
Diagnostic Review
Every engagement starts with a Diagnostic Review. We'll review your financials and books in QuickBooks Online via a detailed, systematic approach. We then provide comprehensive feedback where we see gaps in your records, what accounts should be cleaned up or edited, and additional recommendations so you can bring your books current again. We begin here so you have a good roadmap where to go and how to get there to ensure your financials are clean
2
Accounting Cleanup
After completing a Diagnostic review, we can help get your books current so you can regain confidence in your numbers. We'll reconcile your accounts through an agreed upon date, address all recommendations and edits from our Diagnostic Review, and tidy up your chart of accounts if needed. At the end of the cleanup, we'll provide you with an updated P&L and Balance sheet.
3
Training
Want to improve your knowledge of QuickBooks Online so you can maintain your records accurately and leverage reports on a monthly basis? We can help you learn the ropes. If you are just starting your business, we can help get you set up, customize your Chart of Accounts and implement automated processes and workflows to make closing your books at month end a breeze.
Monthly Needs
4
Monthly Bookkeeping
Looking for more than just a clean up and want to outsource your bookkeeping needs to free up more time? We can help you prepare and reconcile accounts on a monthly basis so you can spend more time building your business, serving your customers, and less time operating. We can help you get ready ahead of tax season so you keep ahead of the curve.
5
Payroll + People Advisory
Payroll is one of the most important and scariest aspects of running a business. We're qualified to help you establish best practices, process payroll via Gusto, and provide People Advisory services that help you build the values of your business, develop your culture, provide competitive benefits, plan for your 1st or 20th employee, and create efficiencies throughout the entire employee lifecycle.
Financial Consulting + CFO
6
Claran Strategy Session
Whether a big capital investment decision is weighing on you or you need help organizing, budgeting and planning for the next chapter of your business, we can be a sounding board to provide you with clarity and support for your big goals. If you're in need of a short term solution to help guide strategic decisions, schedule a 1.5 hour strategy session with us.
7
Financial Consulting
Is your business commanding more of your attention forcing you to take on an even bigger role within your company? We can tailor our services to your needs via one off projects to help prepare forecasts, budgets, financial models to support decision making, and accounting rubrics and processes for your internal team.
8
Fractional CFO
Have a business that's established, growing, generating significant revenue? Do you need recurring strategic and operational support to help scale and take your organization to the next level? Want to spend a fraction of the cost for a dedicated executive? Hit the link below to find out more about how we can help you.
Get In Touch
Ready to get started? Tell us a bit about yourself and what help you need.