Business Services

Anyone who runs a growing business appreciates the importance of good financial information. But wearing too many hats can distract you and your staff from your core competency, and that can really hurt your business’ growth.


Financial Design offers a range of outsourced bookkeeping services, controller services and operational support that will transform the financial management of your business. We can help you choose the most appropriate services, such as:

Revenue & Accounts Receivable
Expenses & Accounts Payable
HR & Payroll
Bookkeeping & Month End Close
Financials, Planning & Analysis

Revenue & Accounts Receivable

Financial Design prepares and sends invoices, reviews A/R aging and then follows up with your clients on collections. We also record revenue and sales receipts, post and apply bank deposits, update client deposit reconciliations as needed and prepare and submit sales-tax filings. When appropriate, we save relevant supporting documentation.

Expenses & Accounts Payable

We processes credit card expense transactions and vendor bills. If you have contractors, we ensure they are paid, collect W-9s and manage submission of 1099s to the IRS and the state. We also handle vendor management, receipt management and expense reporting.

HR & Payroll

Financial Design handles many aspects of payroll administration, including setup, processing, and journal entries and reconciliations.

Bookkeeping & Month-End Close

We ensure all transactions are accurately captured in the books. In our month-end close and review process, we make necessary journal entry adjustments, reconcile balance sheet accounts and verify accuracy of income statements. We also support additional categorization, such as class or project accounting.

Financial Planning & Analysis

Financial Design delivers a standard monthly financial package, including balance sheet, income statement and statement of cash flows. We also provide additional management reporting to meet client needs. This may include cash reporting, budget vs. actual analysis and/or a key performance indicators dashboard. We assist with preparing budgets and forecasts and provide analysis on performance against plan. In addition, we fulfill requests from your CPA and field and coordinate filings with state or other government agencies.


Option 1 | Standard Hourly Rate

  • Accounting Consultation $100 an hour
  • Accounting Services: $150 an hour

Option 2 | 1 Year Service Agreement

  • Accounting Services: $100 an hour

Monthly billing will vary depending on the size, type and scope of  your business needs.

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