At QuarterMaster, we help you increase Profitability, Reduce Waste, and Move Strategically Towards Your Goals.
You may be wondering just How we do this?
We Use Our G.O.A.L. Method combined with our unique holistic financial coaching and deep understanding of the psychology of money to get you where you’d like to be
GATHER
We Gather all of your relevant documents and information, setting up easy, intuitive systems.
ORGANIZE
We Organize your Data. This is the Foundation of your business so it’s important that we get this right. And here is where most bookkeepers stop.
ANALYZE
We figure out what is important to Track, set up systems to do so, and then Analyze what that data is telling you through custom reporting and forecasting.
LEVERAGE
We Leverage the narrative in your data to help guide future decisions and make adjustments to keep you on course to meet your goals!
Are You Ready To Go From
THIS
TO
THIS
Find Your Perfect Fit
If you’re starting a new business and aren’t sure where to start, these are for you:
Basic
The most basic set up of your accounts
- A QBO account set up according to your needs and industry. (30% discount if the account is created under my firm)
- An Industry-specific Chart of Accounts set-up
- Connected Bank Feeds
- Basic QBO Overview via zoom
Premium
A more in-depth start up solution
- All of the features of Basic Plus:
- Support around registering your business
- Recommendations & Referrals for additional needs (insurance, etc)
- One month of bookkeeping done with you as part of the training process.
- Two 45 min zoom QBO tutorials
- QBO “cheat sheets”
Are your books a mess?
Maybe you’ve gotten behind and feel overwhelmed by the months of data you have to organize? Maybe you’ve gotten feedback that your numbers are off and you don’t know where to start fixing it. Whatever the case may be, we’ve got you covered!
We will work closely with your tax accountant to get you back on track!
Clean-Up/Catch Up
Fixing your foundation so your future is solid
- All transactions correctly categorized for the selected period with appropriate documentation.
- Any errors corrected
- All accounts reconciled
- End-of-Year reporting: P&L, Balance Sheet
***Clean-ups & Catch-ups Are Priced By Project, Please Schedule a Free Consultation to Get Your Quote
Your books are in great shape but …
… perhaps your bookkeeper is retiring? or you’re tired of doing it yourself? If you’re looking for on-going monthly services, we’ve got options we can tailor to your needs.
**Services are priced according to variables such as # of accounts, avg. # of transactions, etc. in order to charge one flat monthly fee that helps you plan for your expenses and stays consistent – barring drastic changes.
Our Minimum is $250/mo, however, we do make exceptions for very small/simply structured businesses. Schedule a consultation to see what your business is eligible for.
Monthly Basic
Our Base Package
- Download & Categorize all transactions
- Provide a list of all unknown transactions for your comments to maximize your potential tax deductions
- Reconcile all accounts for accuracy and completeness
- Update any loan accounts based on information provided
- Provide an end of year profit and loss statement and balance sheet for internal use
- Free password vault via 1password to protect any information you may need to share with us
- One monthly meeting to review unclear transactions
Add Ons
Tailor your experience to your needs
- Payroll Set Up and Management (only in select cases)
- A/R, A/P, clerking
- Monthly or Quarterly Reporting
- Training & Education
Schedule a Free Consultation for a Quote!
If you want to get more out of your numbers
If you are:
- Tired of working so hard, just to find yourself short of your goals at the end of the year
- Anxious because your business isn’t where you’d like it to be and you don’t know what to do about it.
- Feel like traditional finance professionals have left you with questions or unsupported.
- Aware that your business needs a strategy behind your financial decisions but don’t know where to start and can’t hire a C-level employee full-time.
If instead you want to :
- Gain Clarity around what your numbers mean and what they are telling you about the state of your business
- Look beyond the day to day and Leverage your data to plan for the future you want
- Have a trusted ally/coach/cheerleader, helping you monitor, interpret, and use your data to take strategic action towards meeting your goals
If any of this sounds like you, then consider our most comprehensive packages:
CFO Advisory Package
Our most robust package
- Everything included in the Monthly Bookkeeping service PLUS:
- Monthly custom reporting, go beyond the P&L with customized KPI Tracking so we track what makes sense for your business and your goals
- Goal tracking, monitoring your numbers and helping you stay accountable to reaching your targets.
- Monthly Meetings to review data, and discuss action steps (can be pushed Quarterly as things stabilize or may be more frequent in times of crisis)
- Forecasting, depending on your industry, we can project your data into the future 3 mo or 6 mo to try and be proactive and not reactive to what lies ahead.
**Services Are Priced by Project, Please schedule a Consultation for a Quote
Add Ons
Enrich your experience
- System creation for KPI tracking
- Additional Meetings
- Budgeting
- Intra-Industry Metric Comparison – find our how you are measuring up against your peers
COMING SOON – Keep your eyes peeled for an exciting new package, in collaboration with other fractional pros, we will be bringing you a few ways to make the expertise of an ENTIRE C-Suite accessible for your small business
In THe Past 6 months We’ve Helped Our Clients…..
Gain clarity, Direction, and Make Significant Savings
$72,500
Saved on Taxes or Bloated Expenses
300%
Avg. ROI
Financial Strategy, Analysis, and Advisory
We want to go beyond compliance to make sure your business is successful. Success looks different for every business and we work with you to help bring your vision into fruition.
Education/Coaching
We believe that knowledge is safety, and we want our clients to feel confident when dealing with their numbers. Whether you want the basics, a full tutorial to do your own bookkeeping, or a coach to help you work through internalized money patterns – we are here for you.
Directory of Vetted Professionals
We want to be able to serve you, even when we’re not the best fit – so we’ve partnered with vetted professionals that share a similar ethos in multiple areas of expertise! From marketing to tech, payroll to benefits counseling. we want to be able to refer you to someone that will take good care of you.