hELPING Small BUSINESSES THRIVE FINANCIALLY

Bookkeeping + CFO SERVICES

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Know Your Numbers

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Get Peace of Mind

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Make Smart Decisions

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Monthly finance services

Bookkeeping and CFO Services are separate services and one isn't required for the other. A lot of companies start with bookkeeping and then add on CFO services once they are ready. Other companies already have a bookkeeping relationship that works for them, but also need some additional finance support. We can work alongside your existing bookkeeper — no problem.

  • Joan Hoffbeck, Owner of Legacy Hill Farm

    “We talk all the time about how without Lane, Mahla and their team’s help, our business would have died a long time ago. They’ve helped us with so much, but for me personally, the managerial finance, bookkeeping and strategic business advice — based off of our real numbers — has been absolutely huge. It can be so overwhelming to know what to do and how to make smart finance decisions with a growing business, but I’ve had so much peace of mind knowing Lane and H+ Co is in my corner to help me. I can bring all my questions to our meetings and have complete confidence with what to do afterwards.”

  • Caitlin Aberle, Owner at Realm Design Co.

    “We started working with them to plan out a direction to grow our business, and now are navigating all things business with Lane. We felt extremely confident in his knowledge and understanding of strategically making business decisions within our first call. Would 10/10 recommend this duo to anyone and everyone!”

  • Brent Edwards, Owner at Brent The Broker

    “I work with Hoffbeck+Co for a variety of services. They have helped me with financial planning for my business, handle all of my marketing, web development, messaging/branding, and digital marketing. My business has grown significantly since bringing them on and our work and growth continues under their tutelage. They are masters of their craft and even better people. Great personalities, easy to work with, and they know their stuff. I would recommend to anyone who is running a serious business.“

Bookkeeping services

Most Common package $750 a month

Best for small businesses, freelancers, and solopreneurs

  • Cash basis accounting

  • Categorizing transactions

  • month-end close

  • reconciliation

  • financial statements

  • chart of accounts

Available Add-Ons: Accrual Basis Accounting, 1099 tracking + processing, increased bookkeeping detail (i.e., Quickbooks Projects, etc.)

Financial Planning + Analysis

Finance Coaching

$595/month

✔ Monthly 75-minute finance coaching session

✔ Unlimited Q&A throughout the month

✔ Coaching action items tracked

✔ Accountability to drive financial goals

✔ Planning for next month’s outcomes


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CFO Basic

STARTING AT $2000/MONTH

✔ Finance Coaching Package

✔ Financial Analysis

✔ Monthly Financial Review

✔ Key Performance Indicators

✔ Transaction Review

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CFO Plus

STARTING AT $3500/MONTH

✔ CFO Basic Package

✔ Financial Forecasting

✔ Cash Flow Management

✔ Bank Relationships

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Bookkeeping FAQ

  • Yes. A 1x $750 setup fee is charged the first month and covers clean-up and/or set-up for your Quickbooks Online account. This applies whether you already have a Quickbooks account or have yet to set one up. If you already have a Quickbooks account, we will get into your chart of accounts and start cleaning it up. If you don't have an account, we will build it out from scratch.

    Includes:

    Chart of Accounts

    Facilitating bank synching

    Receipt and Statement tracking

  • No businesses' bookkeeping needs are 100% the same. Additionally, no month for a specific business's bookkeeping needs is exactly the same. Some months require more or less than others, and that is totally normal. To this end, the starting rate is the minimum fee for the month with an available time/fee overage that will be added if applicable.

    The starting at rate covers up to 6 hours of bookkeeping a month. If more time is needed we can tap into an overage of up to an additional 4 hours (or more if requested/approved) for the month. The overage fee will be invoiced at the end of the month.

    If we find that you always end up needing a specific number of hours for the month over the 6 hours included in the minimum fee, then we can adjust the fee to match ongoing moving forward. For example, if we know we are going to need 8 hours each month as a new baseline then the monthly rate would adjust to $1,000.

  • Getting your business in a "flow-state" of bookkeeping takes some effort:

    • Often, the first few months take more time to get everything in a good flow. The accounting controls and cycle need to be customized to your specific business's needs. Financial analysis goals need to be uncovered to determine the necessary level of detail to code transactions so that financially informed decision-making can be made.

    Transaction volume varies from month to month

    Some months have more demands than others: (i.e., in January we close the prior year's books as well as issue 1099s to contractors)

  • Volume of transactions

    Manual entries vs automatically synching transactions

    Complexity of accounts

    Accrual vs Cash basis accounting

    Inventory tracking

    Project-based revenue and expense tracking

  • We can clean up past months of books that you haven't already hired us to complete. Each month of clean-up is treated the same way we treat bookkeeping for current months ($750 + an applicable overage).

    We recommend having a full year of cleaned and correct books for taxes. Therefore, if you hire us mid-year, we recommend that you catch up by having us clean up the prior months as well.