CFO-Level Bookkeeping Services
“We’ll button up your bank accounts, invoice your clients, pay your bills on time, and give you a set of reports that make sense.” – Kim Marchand
MCFO Books, a monthly subscription service of MarchandCFO, combines professional financial and bookkeeping services for nonprofit organizations, solopreneurs start-ups, and small- to mid- size businesses with CFO oversight. Monthly services include bank account, cash, and credit card reconciliations; account receivables and invoicing; and accounts payable and check runs. Regular reports deliver accurate and consistent data to measure progress and performance and inform your next strategic move. Our year-end CPA preparation allows you to close out the year with confidence. Quarterly reviews and CFO Analysis are also available.
Just like shoes, one size does not fit all. Whether you need one solid hour of financial advice, help with a key project, or ongoing support, I will meet you where you are and help you get where you need to go.
THE MCFO BOOKS DIFFERENCE
CFO Kim Marchand oversees all MCFO Books Clients at no extra charge, giving your nonprofit or business access to another level of expertise to help you make financial decisions with information, insight, and confidence.
MCFO Books: Packages
MCFO Books offers monthly and annual subscription rates for standardized and customized professional financial and bookkeeping services. We meet with every new client to determine the best way to meet your business needs. All initial consultations are free.
SOLOPRENEURS & START-UPS
These services, designed for start-ups and sole proprietors, include bank and credit card reconciliations, monthly invoicing and expense review, monthly financial statement preparation, and a CFO Executive Summary.
BANK ON THE BOOKS
The services, designed for small businesses that need monthly support, include bank account and credit card reconciliations, client billing and check runs, monthly financial statements, and a CFO Executive Summary.
Weekly enterprise-level support includes bank account and credit card reconciliations, cash flow reporting, client billing and check runs, financial statements, and a CFO Executive Summary.
STAY THE COURSE
These services are for the financially savvy business owner who wants CFO level review and oversight along with quarterly financial statements based on self-managed QuickBooks.
MCFO Books: Additional Services
Annual 1099 filing
Budgets & Forecasts
Chart of Accounts Revision
Clean-up, Start-up & Set-up
All Special Projects are customized and fees are based on services provided.
ENTERPRISE START-UP PACKAGE
This package includes a range of services to get businesses up and running, such as: federal and state registrations, insurance, lease analysis, start-up budgets & cash flow projections, loan applications, and other necessary activities.
BUSINESS ASSESSMENT & RECOMMENDATIONS
Schedule an in-depth review and analysis of your finances and back-office functions. We’ll recommend ways to streamline, simplify, save, and implement strategies for success.
SENIOR FINANCIAL SERVICES
While it’s good to have a doctor in the family, a financial professional can help seniors or their caretakers create a plan to manage their finances, meet their obligations on time, and protect their assets.