Small Business

Bookkeeping

This includes tracking of income and expenses, mostly using Quickbooks online. Preparing quarterly tax estimates, annual tax returns, and answering any related business questions that may come up during the course of the year. Most packages are on a 12-month contract.

6 Month Contract
  • Tax Returns
  • Tax Estimates
  • Quickbooks Account Setup
12 Month Contract
  • Tax Returns
  • Tax Estimates
  • Quickbooks Account Setup
  • Business Setup (LLC. LLP, Non-profit)
  • Ad-hoc Business Requests
Pricing
Small Business & Freelancers

Quickbooks

If you are looking to start tracking your business income and expenses at the click of a button from your cell phone, look no further than Quickbooks. How about with my link, you will also receive a 3 month discount on any plan you choose? If you sign up using my link you will ALSO, receive a 5% discount on your 1st quarter bookkeeping services with Tailor-Made Consulting 2016, LLC. 

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Everything you need

Financial Consulting

During our sessions, we’ll discuss investment options, the percentage that potential client is currently investing in the stock market through a workplace retirement account or apps like stash and Robinhood. Then we discuss what their 1-3, 5 year, and 10-year financial goals are. Things like, do they want to save for a house, college, a car, or a vacation. I suggest useful budgeting apps like Mint or Quickbooks if they own a small business. I finish up with a date to check-in or ask if they are interested in monthly tracking services. 

30 Minute Consultation
  • Financial Goals
  • Retirement Walkthrough
  • Checking & Savings Account Review
60 Minute Consultation
  • Financial Goals
  • Retirement Walkthrough
  • Budgeting
  • Mint.com Walkthrough
  • Cash Back Opportunities

Guaranteed maximum refund

85%

Quality service

95%

100% accuracy guaranteed

100%

Tax Refunds & More

Services include a review of prior years’ tax return to ensure that all current year income and deductions are included. Enter and analyze current year income and deductions, determine the best use of deductions as well as if any new deductions can be taken based on current year tax laws. 

Submit tax questionnaire

Credit Repair

Are you looking to get your credit in order to purchase a home or save money on existing loans, look no further than ABC Solutions. Credit repair is their specialty, signing up will make financial planning and advising much easier because you will be able to find excess income by cutting down interest payments on loans.

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Small Medical Practices

Financial and Membership Manager

The Finance and Membership Manager will manage the practice’s financial aspects and handle membership-related tasks. This role involves utilizing Cerbo software to maintain accurate financial records, process memberships, and ensure compliance with financial and regulatory requirements. Having a strong background in finance, experience with Cerbo software, and exceptional organizational skills.

Key Responsibilities:

1. Financial Management:

  • Manage and maintain accurate financial records using Cerbo software.
  • Oversee accounts payable and receivable, ensuring timely and accurate processing of invoices and payments.
  • Prepare and analyze financial reports, including income statements, balance sheets, and cash flow statements.
  • Assist in budgeting and forecasting, providing financial insights to support decision-making.
  • Ensure compliance with financial policies, procedures, and regulatory requirements.
2. Membership Administration:
  • Utilize Cerbo software to manage patient membership records, including enrollment, renewals, and updates.
  • Coordinate with the team to address membership inquiries, resolve issues, and provide exceptional customer service.
  • Develop and implement membership strategies to increase engagement and retention.
  • Monitor membership trends and provide reports on membership metrics and performance.
3. Compliance and Reporting:
  • Ensure that all financial practices and membership processes comply with relevant regulations and standards.
  • Prepare and submit necessary financial and membership reports to management and regulatory bodies.
  • Conduct regular audits of financial and membership data to identify discrepancies and implement corrective actions.
4. Administrative Support:
  • Assist in the development and implementation of financial and membership policies and procedures.
  • Provide support for special projects and initiatives as needed.
  • Collaborate with other departments to streamline operations and improve efficiency.
Position Overview

Fractional CFO

As a Fractional CFO, you will play a crucial role in shaping the financial strategy and operations. You will work closely with the executive team to provide financial insights, optimize financial performance, and ensure that the organization’s financial practices align with its strategic goals. This role is a part-time commitment with a retainer fee of $1,500 per month.

Key Responsibilities:

1. Strategic Financial Planning:

  • Develop and implement financial strategies to support the company’s business objectives.
  • Provide strategic advice on financial planning, budgeting, and forecasting.
  • Analyze financial performance and trends, making recommendations to improve profitability and operational efficiency.
2. Financial Management:
  • Oversee financial reporting, ensuring accuracy and compliance with relevant regulations and standards.
  • Review and manage financial statements, including balance sheets, income statements, and cash flow statements.
  • Monitor cash flow and working capital to maintain financial stability and liquidity.
3. Operational Oversight:
  • Evaluate and improve financial processes and systems to enhance efficiency and effectiveness.
  • Collaborate with the accounting team to ensure timely and accurate financial record-keeping and reporting.
  • Identify and manage financial risks, implementing appropriate risk mitigation strategies.
4. Compliance and Governance:
  • Ensure compliance with financial regulations, accounting standards, and internal policies.
  • Prepare for and assist with audits, tax filings, and regulatory reporting.
  • Advise on financial controls and governance practices to safeguard the company’s assets.
5. Advisory Services:
  • Provide financial insights and recommendations to support strategic decision-making and business growth.
  • Assist with financial modeling and valuation for potential investments, mergers, or acquisitions.
  • Offer guidance on capital structure, funding strategies, and investor relations.