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

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 process 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, 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.

Here’s a look at what you can expect as a Financial Design client.


Getting Started

Our partnership begins with a kickoff call. You’ll meet your account manager, learn about our processes and get a clear overview of our outsourced bookkeeping services.

Working Together

Communication is the foundation of our partnership. We will discuss upfront how often you would like for us to communicate with you. We will setup a communication plan that meets your preferences.

Making It Easy For You

You can send us your back-office documents, such as invoices, receipts and statements by uploading the files to our secure shared folders.

Account Manager

Our team will include an experienced associate who will be your point of contact and answer any questions you may have.

Always Here For You

We’ll be there for everything from answering and processing your questions to keeping you on top of key business data and working on ad hoc projects as needed.

Room To Grow

As your business grows and demands change, we can add more resources as needed. You may never need to hire internal back-office resources!


Our Pricing

Standard Hourly Rate: $150 an hour

1 Year Service Agreement: $100 an hour

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

Contact me to schedule an appointment for a free quote today! 

We would really like the opportunity to meet you, schedule a call with us to see if we are the right firm for you.