A comprehensive suite of solutions
Choose what fits best for your stage of growth.
Just as the sunshine brings clarity to every corner of the city, our financial services illuminate your business’s financial landscape. We offer a comprehensive suite of solutions tailored to meet your company’s needs at every stage of growth
Gold
Finance Department
- To know how their business is doing less often than daily but more often than monthly.
- To have financial activity reviewed and entered weekly.
- Payroll services for their staff including onboarding and time tracking.
We Don’t Just Track Numbers—
We’ve Been in Your Shoes
This package is for the business owner who wants/needs:
- To know how their business is doing less often than daily but more often than monthly.
- To have financial activity reviewed and entered weekly.
- Payroll services for their staff including onboarding and time tracking.
- A dedicated account manager to handle internal and external financial questions.
- Someone to pay bills with an eye on maximizing cash flow and also make sure they are getting paid by their customers/clients on time.
- Someone to have conversations with their accountant and handle what needs to be done (Year End Journal Entries, etc.)
- To have someone walk them through standard month end reports like Profit and Loss and Balance Sheet reports.
- A trained eye on expenses to monitor fraud, theft, errors.
Businesses with inventory:
- Assist in inventory management and technology
Let’s Make Your Books as Bright as the California Sun
Ready to ditch the confusion and finally understand your numbers?
Let’s talk about where you’re at and how we can help you grow with clarity.