The days of feeling confused, overwhelmed and downright scared of your business finances are now over.

 

Does this sound like your situation?

You started a business and it has grown. You may have hired a few team members, created a marketing strategy yielding a solid pipeline of prospective clients…

All signs indicate that you have nailed business ownership…

Except for when it comes to the financials. 

Lurking in the shadows, those incomplete financial tasks have you…

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Wondering why your bank account balance doesn’t mirror your sales results? You ask yourself, really, where is all the money?

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Avoiding your CPA? Yep, that conversation forces you to confront the reality that you once again forgot to save money to cover your tax bill.

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Reinforcing your limiting belief that you are terrible with money.

My friend, it doesn’t have to be this way. 

 

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Together we are going to shed light on all those shadows, get your finances (and mindset) upleveled so you control the pace of your entire business.

 
 

Done-For-You Bookkeeping and CFO Services

 

Here’s What I Can Do For You

  • We start with a complete review of your bookkeeping system. This allows us to offer recommendations and to create a checklist for the financial tasks that need attention.

  • All bank and credit card transactions are tracked, recorded and categorized accurately.

  • Real time reconciliation to ensure accounts are balanced for reporting accuracy.

  • Oversight of Client Invoicing, including sending, tracking, reminders, and follow-up.

  • Process Bills and timely payments to existing Vendors, Setup new Vendors, including requesting W9s for annual 1099 processing.

  • Process payroll, ensure IRS/State payroll filings are handled, and issue W2s.

  • If you have it, we will track it. If becoming debt free is a priority, we work on the plan to create that result with intention.

  • We use a simple process that manages cash flow with ease. We recommend allocating percentages for priorities, like Profit and Tax, and then we can tailor percentages to meet your other business priorities.

  • Budgets help resolve decision fatigue and forecasting allows you to plan intentionally for the future of your business. When we create these plans, we consider both business and personal priorities.

  • Delivery of Monthly Income Statement and Balance Sheet with a clean and clear explanation of what the numbers mean and how to use them to your advantage.

  • This is your time to receive support about anything regarding your finances. You want to talk about the big picture, let’s do it. You want coaching around your money mindset, we can do that too. Typically, we review your monthly financials, close loops and then the rest of the time is for you. Every call I want you thinking, “I got exactly what I needed.”

  • Filing your taxes becomes streamlined. You intro us to your CPA, we give virtual high fives and send over all the business financials for tax preparation. We pride ourselves on making the year end and tax season a smooth process.

 

Is Done-For-You Bookkeeping
and CFO Services Right For You?

We think so if:

✦ Your business has multiple six or seven figures in annual revenue

✦ No one on your team is consistently overseeing your business financials 

✦ As CEO, you are moonlighting as the business’ CFO and find yourself begrudgingly missing your kids basketball game for the 4th weekend in a row so you can do all the financial tasks

✦ You believe your time is better used to do the visionary CEO work and/or revenue producing activities. 

✦ You want to scale your business and want someone to help uplevel your financial operations 

Probably not if:

X You’re still in the early stages of your business and haven’t created consistent sales, have a scalable offer/service or have yet to surpass 6-figures. (If this is you, check out The Finance Edit)

X You are not interested in updating your financial processes to create efficiencies

X You have a business partners and you are not on the same page about Done-For-You services 

X You are using Quickbooks Desktop and are unwilling to convert to cloud based accounting software 

X You see finance tasks necessary to file taxes – and nothing else. 

Let’s talk investment

 

Our roster of clients have consistently created multiple 6 and 7 figures in annual revenue. 

Our ideal clients have specific needs that largely stem around growth mindset, hiring, cash flow, bookkeeping and financial analysis and strategy. The approach we take combines two schools of financial thoughts. The first addresses the finance actions (i.e. bookkeeping, A/R, A/P) that we handle so financial reports are available to aid business decisions. The second addresses the work to create a growth mindset through both accountability and causal coaching.  What we can tell you is our blended approach is one of the core reasons our clients create massive results in their business. Our ideal clients understand its not bookkeeping/CFO oversight OR mindset - but rather bookkeeping/CFO oversight AND mindset. This differentiator creates many strategic by-products and the ones we see frequently are: record breaking revenue, increased profitability, spending more time with family, creating space to start new businesses, and honestly having more fun as the business owner.

OUR PARTNERSHIP STARTS AT: $1500/month
(12 month commitment is required)

Client Results

  • “Every year we’ve grown because of Aimee, and every year we’ve been profitable because of Aimee. My goal is to be a 7-figure company by next year and with Aimee’s strategic planning the path to get there is very clear."

    Jenna Guarneri

    JENNA'S STORY

  • “Before Aimee, I was stressed and my energy for my business was lacking. Now, I’m so excited. We get to hire more people and do all of this new stuff. There’s no reason we can’t be a $10 million company.”

    Mark Homer CEO, GNGF

    MARK'S STORY

  • “As a professional coach, my work can be emotional, and I like to be very invested in my clients. I wasn’t worried about my books, my bookkeeping system, or my offers and pricing. Aimee handled all of that, which freed me up to do what I do best."

    Michael Sgro

    MICHAEL'S STORY

Here’s How Our
Client Engagement Unfolds

We like to keep things simple - here is our Process in 3 Steps

 
 

Step 1:
Awareness

  • Book your consultation call

  • Purchase your Done for You Package & sign the service agreement 

  • Complete the Onboarding Questionnaire

  • Review instructions on how to create credentials so we have access to all financial software and banking information

  • If necessary schedule a 15-minute onboarding call to troubleshoot any credential issues

  • Assessment is completed and recommendations are offered to improve your current bookkeeping system - we create a brief video walking you through the recommendations. 

  • Recommendations are implemented and weekly tasks are completed

 
 

Step 2:
Informing and Reporting

  • All the financial tasks are happening and you receive a Weekly Report that simply outlines the work completed. You don’t need to respond, this is just our way of checking in.

  • A Financial Review meeting is scheduled and held over Zoom. 

  • Any Action Items identified are scheduled and tracked with status reported through the Weekly Report messages.

 
 

Step 3:
Rinse and Repeat

  • We communication through email (or Slack) and address anything that comes up

  • We continue to manage the financials 

  • We continue to meet and course correct the strategy as new information surfaces

  • You have less headaches and celebrate more profit

Commonly Asked Questions

 

  • After our call, I will send you an email with a link to process your first month’s retainer. I will then send you a service agreement which you digitally sign. From there, I send you the onboarding questionnaire, and instructions on how to add me to your accounting software. I also provide instructions on how to add an online account with your financial institutions, merchant accounts payroll provider, and any other software we need to complete your financial tasks. If you want guidance, we can schedule a 15 minute call.

  • After your first month is paid, we require a payment method on file that we automatically process on the 15th of the month. You will receive an invoice on the 1st of the month and when your payment processes on the 15th, we will send you the invoice marked as paid.

  • We want to be transparent and let you know that our client retention is really high and we only work with a select group of companies. So while we ask for a 12-month commitment, most of us clients have been with us for years. And it's because we invite our clients to see engaging with us as a partnership. When we work together in this way, you’re not employing us, but we still become a member of your team. You stay fired up in your zone of genius, we stay fired up in ours, and we come together to use the numbers to drive revenue and profit up and keep taxes down.

  • Short answer? No, not in this container. However, if you have someone on your team that wants to learn my process, they are welcome to join The Finance Edit, my group program. Learn more about that here.

  • Early on in my career, I adopted a policy about segregation of duties. This is a term used in audits to assess risk for businesses, especially ones operating with cash. The idea here is one person shouldn’t be responsible for every single aspect of the financial process. I actually loved that concept and adopted it immediately. In my business, segregation of duties means, if we are managing your day-to-day finances, we shouldn’t also be the ones filing your taxes. Your CPA provides a check and balance for your business financials. Coupled with my belief in a team approach, our speciality is day-to-day bookkeeping, CFO analysis, accountability and mindset coaching. I want my clients to have a CPA who has a speciality in tax strategy. Tax strategy is something I know about, it's not my speciality. I want nothing but the best for my clients, so I want them to have a CPA.

  • No, in early 2022, I decided to no longer offer that as a stand alone service. Here’s why, I believe the value of my expertise and service is beyond basic. There are plenty of bookkeeping companies that can do basic bookkeeping. My value proposition is about next level tailored financials for the modern day business. It's beyond basic. If you are interested in my bookkeeping process, The Finance Edit would provide you all that context and so much more.

Are You Ready?

Not Ready for Done-For-You Service?

Here are a few ways we can work together

 

Free Resources

Take the CEO Money Style Quiz - this will help you identify your current CEO money style. The best part? It offers a full perspective on your money style, including how it serves you and how it may be holding you back. I also do Podcast Guesting appearances, my list of appearances is here.

The Finance Edit Program

OMG - this is truly the most unbelievably helpful financial literacy program for business owners. This takes everything I know and do with my private clients plus group coaching, plus weekly bookkeeping office hours, plus new Workshops every month. This entire program contains the actual “how tos” so you can build your own robust and modern financial process for your business.