The best investment you’ll ever make is a CFO that lays a solid foundation and develops a roadmap to success!
Monthly Accounting Services
The monthly accounting services package is for business owners ready to lay the foundation to ensure their business is streamlined, smarter and more efficient. In this package, we will provide you with all the support to run your monthly financials.
This monthly service includes:
Proper Accounting Workflow
Transaction Classification
Bank Reconciliations
Credit Card and Loan Reconciliations
Payroll Journals and Reconciliation
Month-End Close Checklist
Monthly Comparative Financial Statements
Monthly Investment Starting at $500, plus setup investment
accounting setup
To ensure we lay a solid foundation, we will work with you over a 4-week period to understand the ways of working within your business and customize the accounting landscape. In the end we will issue you a custom accounting manual, which will outline each step in the Key 4 Financial Processes in your business. This will be your how-to guide for training employees and maintaining consistent and accurate financials.
This one-time investment includes:
Discovery Call
Review Opening Balances
Custom Chart of Accounts
Custom Products and Services
Vendor Mapping to Chart of Accounts
Review Key 4 Financial Processes (Sales to Cash, Purchases to Cash, Payroll, Financial Statement Close Process)
Custom Accounting Manual (Your complete accounting how-to guide)
One-time Investment Starting at $3,000
“YOU CAN’T BYPASS THE FOUNDATION, IF YOU WANT TO BUILD A BUSINESS THAT LASTS”
- Krystal Coetzee, Founder and CEO
Monthly Accounting + CFO Services
The monthly accounting and CFO services bundle is for business owners ready to take their business to the next level. In this package, we will provide you with all the support to run your monthly financials and we will support you by strategically planning to turn your business goals into reality!
This monthly service includes:
· Monthly Accounting Services (outlined above)
· Monthly Management Reporting, including
Actuals vs Last Year vs Budget vs Forecast
Financial Statement Analysis
Review Key Performance Indicators
Annual Budget / Quarterly Forecasts
Cashflow Forecasting
Insights and Benchmarking
Modeling and Business Planning
· Monthly 1 Hour Meeting with a CPA
Monthly Investment Starting at $3,000, plus setup investment
CFO Setup
To ensure your business is set up for success, we will work with you over a 6-week period to understand your business goals and develop an annual budget. The budget will assist you in your decision making and be your roadmap to turning your business goals into reality!
This annual investment includes:
Discovery Call
Detail Assumptions
Establish Key Performance Indicators
Model Specific Business Events (included 5)
Insights and Benchmarking Data
Flex the Budget with 3 Scenarios
Three Revision Rounds
Business Roadmap (Know what decisions to make and when to take action)
Final Budget Package, including a three-way forecast (Profit and Loss, Balance Sheet and Cash Flow Forecast), overview of assumptions, KPI's and graphs to show trend analysis
Annual Investment Starting at $5,000
One Mode Consulting is here to support you each step of the way in creating your financial goals!
Project Services
Do you have one-time projects you need help with? Project services include, but not limited to:
