Our Mission

We believe that our clients’ success is our success. We provide high-value outsourced Fractional CFO, Bookkeeping, Tax Planning, and HR Compliance Services to growing businesses. We help our clients achieve their financial goals while mutually pursuing profitability.

Our Services

Our team of professionals use secure cloud based technology and a proven processes to deliver a full suite of services. We are not your typical accounting firm, our firm is completely virtual, which allows us to work with companies all across the nation.

    • Prepare forecasting models and perform scenario planning based on different assumptions.

    • Optimize & analyze forward-facing financial plan to direct decision making.

    • Prepare company wide budget.

    • Monitor the month to month execution of the plan against budgets vs. actuals.

    • Participate in board/leadership meetings and hold Zoom/phone meetings with CEO and organizational leaders.

    • Record day to day business transactions.

    • Prepare customer invoices.

    • Process and pay company bills.

    • Monthly account reconciliations

    • Oversee and manage vendor compliance.

    • Create custom reports and analysis.

    • Prepare and issue monthly financial statements

    • Analyze both business and personal financial situation to create a plan that ensures all elements work together to allow you to pay the lowest taxes possible.

    • Prepare monthly/quarterly and annual tax filings to federal and state agencies.

    • Process company wide payroll.

    • Prepare payroll tax filings.

    • Perform HR compliance assessment and issue compliance recommendations.

    • Prepare employment documents, such as employee handbook, offer letter templates, and job descriptions.

    • Provide copies of required federal and state posters.

    • Source medical/retirement benefits.

Business Packages

Choose one of the following business packages to meet your current and ongoing needs for reliable and predictable accounting and finance activities. 

Packages do not include Annual Federal Tax Return Services

  • Business Pro $1,750 / month

    This package has everything you need with essential items for understanding the financial health of your business. This package is ideal for businesses that need bookkeeping support but aren’t ready to hire a full-time employee.

    Bookkeeping and Payroll

    • Update Online Accounting Software File

    • Revenue and Expense Entries

    • Account Receivable and Accounts Payable Reporting

    • Reconcile 5 Accounts a Month (150 transactions or less)

    • Payroll for up to 8 Employees and/or Contractors

    • Annual Payroll Documents (W2/W3 and 1099)

    • Monthly Financial Statements and Custom Reports

    • Monthly/Quarterly State Business Tax Filings

    • Annual Depreciation Update

    • Quarterly Financial & Business Consulting

  • Business Suite $2,800+ / month

    This package is perfect for businesses that need a Finance & HR expert on their team. It’s ideal for clients that need to hire a full-time accountant but want to save on the cost of hiring an internal employee.

    Fractional CFO Services

    Tax Planning Sessions

    Bookkeeping and Payroll

    • Update Online Accounting Software File

    • Revenue and Expense Entries

    • Account Receivable and Accounts Payable Reporting

    • Reconcile 5 (Bank or Credit Card) Accounts a Month (200 transactions or less)

    • Payroll for up to 25 Employees and/or Contractors

    • Annual Payroll Documents (W2/W3 and 1099)

    • Monthly Financial Statements, Custom Reports, and Quarterly Expense Analysis Report

    • Monthly/Quarterly State Business Tax Filings

    • Annual Depreciation Update

Consulting Services

Not ready to offload all of your back office accounting tasks? Become a consulting client and work with Financial Design on an as needed basis. Our consulting services offers coaching, accountability, and assistance. We generally work with clients on special projects or ad hoc reporting.

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