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What We Offer

Streamlined Bookkeeping, Strategy & Analytics to Drive Real Growth

What We Offer

Transactional Accounting, Strategy & Analytics to Drive Real Growth 

Service Packages

CORE

Essential Recordkeeping For Tax-Ready Books

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  • Maintain Accurate Records

  • Categorize Up to 100 Transactions

  • Receipt Management

  • Reconcile Up to 4 Bank & Credit Card Accounts

  • Quarterly + Annual Financial Reports

    • Profit & Loss

    • Balance Sheet

    • Cash Flow Statement 

  • Email Support​

1

PLUS

1

Your Numbers Don't Just Get Recorded, But Interpreted

2

  • Everything in Core Package

  • Categorize Transactions (no limit)

  • Reconcile Up to 8 Bank & Credit Card Accounts

  • Quarterly Review of Numbers & Expenses via Zoom 

  • Monthly + Annual Financial Reports​

  • KPI Tracking Tied to Financial Health, Operational Efficiency & Strategic Growth 

  • Email & Video Support

#3

ELITE

​For Small Businesses Navigating Growth 

  • Everything in Plus Package

  • Reconcile Bank & Credit Card Accounts (no limit)

  • Monthly Strategic Review Meeting via Zoom

  • Provide Proactive & Intuitive Thinking

  • Cash Flow & Profitability Analysis

  • Budgeting & Planning

  • Set Clear Goals

  • Email, Video & Phone Support​

3

Optional Add-On Services

Tailor Your Service Package With Any Bundle or Item

fee for add-ons is determined after evaluating your business-specific needs 
QuickBooks Online (QBO)

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  • Setup & Customize QuickBooks Online

  • Chart of Accounts Aligned to Creators, Coaches & Consultants

  • Basic Training

  • Implement Procedures & Workflows​

  • Catch Up & Clean Up

Payroll + Benefits 

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  • Set Up Gusto or QuickBooks Online Payroll

  • Payroll & Compliance Support

  • 401(k) Support

  • Workers' Compensation Support

  • Annual Workers' Compensation Audit

Transactional Accounting

  • A/P Management + Invoicing

  • A/R Management + Bill Pay 

  • Expense Management Oversight

  • Manage + Pay 1099 Contractors

  • Prepare + eFile 1099s

  • Sales Tax Reporting

  • Troubleshoot Issues 

Strategic Consulting

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  • Cash Flow Forecasting

  • Profitability Analysis

  • Budgeting & Forward-Looking Planning

  • "What If" Scenario Modeling for Growth Decisions

  • Special Projects--Customized To Your Needs

+ More

We provide monthly fixed-fee billing, price out-of-scope services separately, and perform annual rate reviews.
 

Grow Your Business

Today is the day to build the business of your dreams. Let's talk about how optimizing your accounting processes and taking control of your numbers can take your business to the next level.

SAVVY8

Transactional Accounting + Strategic Consulting

Understand Your Numbers. Own Your Growth.

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