Our Services

How Can We Help You Sleep Better?

While we do not offer a one size fits all solution, most clients fit within the following two levels of service.  Let’s discuss your business and the vision you have for it.

Controller Services

Type of services provided
Full-service accounting services include the processing and management of daily, weekly and monthly functions. Depending on your needs, our customized services can include some or all of the following:

  • Accounts receivable
  • Accounts payable
  • Banking
  • Expense tracking
  • Account reconciliation
  • Payroll
  • Job costing or fund accounting
  • Financial statements
  • Customized reports
  • Year-end/annual services
  • Remote services
  • On-site services

Services Start at: $500 per week

Is The Right For You?

Total relief from day-to-day financial management

All accounting functions—including payments, invoicing, collections, financial statements, payroll—to be handled with timeliness and accuracy.

Services
Services

CFO Services

Type Of Services Provided
Get a fresh and objective look at your financial picture. Our consulting services help you analyze your operations and financial data so you can operate more efficiently and strategically. Services include:

  • Development of financial components of business plan
  • Development of key business ratio information
  • Analysis of financial information
  • Assessment of financial department structure and processes
  • Cash flow and budget analysis
  • Profit enhancement strategies
  • Performance benchmarking
  • Development of financial policy manual
  • Clean-up services
  • Development of a chart of accounts that supports your business
  • Analysis and what-if scenarios to assist in new business development

Services Start at: $1,000 per week

Is This Right For You?

Improved financial management and overall health

A fresh and objective perspective for business development, budgeting and forecasting, start-up business planning, or profitability analysis.

Our services for each client are highly customized, but for each area of engagement we follow the same 3-step process:

Our Process

Vision
What is your WHY?

  • Your vision will give you the foundation to create your overall business strategy. The strategy of your business will involve strategic initiatives that encompass all things financial, customer, employee, and operational related.
STRATEGY
Document your HOW

  • Once we identify where you are and where you want to be we will work with you to formulate a strategy that will get you there.
EXECUTION
Guidence for the journey

  • You will always have someone to bounce ideas off of and to help you solve the miriad of “one off” issues that arise. You will not have to do this alone.

What Is Your Destination?

Not everyone’s goal is to go public and run a company like Amazon. See how we have partnered with others below. We want to help you get to YOUR destination. Let’s meet. We would love to hear about your business.

Marketing Agency went from hobby to business with 35 employees

You Are Here
rektio Vision Strategy Execution

Ecommerce business increased revenue from 3 to 5 million and began receiving timely month end financials.

Manufacturing business owner transitioned from working in the business to working on the business (50% to 10% involvement)

We Are Honored To Serve These Good People
Vision. Strategy. Execution.

Contact Us

We have a heart for the mindset of an entrepreneur. You inspire us with how you see the world. Yes, you need a CFO. You also need someone to talk to about your concerns, financial and otherwise. We will be that person for you. Feel free to contact us today.

 

The only thing we care more about than your business is your peace of mind.
 

Two things define you: your patience when you have nothing and your attitude when you have everything.
Two things define you: your patience when you have nothing and your attitude when you have everything.

Let’s Connect

We have a heart for the mindset of an entrepreneur. You inspire us with how you see the world. Yes, you need a CFO. You also need someone to talk to about your concerns, financial and otherwise. We will be that person for you. The only thing we care more about than your business is your peace of mind.

Vision. Strategy. Execution.