Bookkeeping + Virtual CFO Services
The term “bookkeeping” doesn’t come close to describing how magical our bookkeeping packages are.
Yes, these packages include actual bookkeeping (duh), as well as:
- A monthly figure to save for taxes that’s customized to your income (so you’re never scrambling like a crazy person come tax time)
- Monthly financial reports that you can actually understand and use
- Ongoing financial and tax planning assistance (we’re always thinking ahead)
- Your own personal cheer squad to keep you positive (and make sure you’re saving for retirement)
If you already have a bookkeeping process in place, we’ll work with you to fine-tune that process and make it work better for you and us. If you don’t have a system in place, no worries, fam, we’ll build one out that will serve you no matter who you’re working with.
We bring a very high level of service to bookkeeping (magic, remember?), not just thinking about taxes or your finances now, but about the whole picture and the future of your business.
We can prepare projections for you, build out cash flow tracking reports, help you identify the metrics that really drive best practices and put you in the driver’s seat.
Sounds good, right?
Our full-service option begins with prospective clients (that’s you!) filling out a bookkeeping questionnaire to help us assess where they’re at and where they want to go. If things are a good fit, we’ll do a discovery call and make sure we vibe. After that, we’ll send over a proposal and get to work!
The onboarding process generally takes about a month. We’ll set-up your accounting software, if necessary, or take a peek under the hood if you already have something in place. We do not force clients to adopt “our” systems when they become clients. If we can find a way to use what’s already there and just improve upon it, we will always do that. At the end of the day, we believe that the best system for our clients is a system they are comfortable with and a system they know and will use.
Once a client is onboarded, we take charge.
We’ll make sure you’re building a healthy business, that your books are pristine and tax season woes are a thing of the past, reminding you to charge more (if you need to) and suggesting systems that will improve your financial life (such as Profit First!).
Countless will guide you every step of the way. You’ll have a team of CPAs and overqualified, overachiever accountants and bookkeepers (nerds!) in your corner, no matter what, that have only your best interests in mind. We are incredibly driven and committed to your success.
We are capable of having hard conversations and will never “yes” you to death.
Here’s some of what our current bookkeeping and Virtual CFO clients have to say about what it’s like to work with us:
Holy shit, we love taxes. LOL
No, they’re important! Your life, your business, and your taxes do not exist independently of each other – it’s all connected. We always think long-term with our tax planning and have a keen ability to anticipate future changes in your life and the world in general.
We avoid the shiny object syndrome and firmly believe if something sounds too good to be true, it usually is.
We do not make decisions for our clients based solely on lowering tax liability – our mindset is that this is very short-lived and generally tends to cause more harm than good in the long run.
We firmly believe in doing the right thing, for the right reasons. There are more than enough high-level, intelligent, and legal ways to reduce a business-owner’s tax liability that we do not subscribe to the “get rich quick” schemes of the tax world.
Why does this matter?
Tax returns affect a business owner’s ability to obtain financing, have a healthy bottom line, and actually know how much money they’re making in the business (yeah, kind of a big deal). If we’re just going around writing everything off and pulling out the kitchen sink, how will you ever know how your business is actually doing? What if you want to sell your business one day?
There is a fine line to this – accounting is an art, not a science – and we’re pretty damn skilled at getting our clients the best of both worlds.
We love preparing personal taxes, business taxes, saving money on taxes, whipping up some multi-state taxes (especially!), payroll taxes and even sales tax! We’ve never met a tax we didn’t want to file.
We do not believe that the best tax outcomes happen from working with a CPA between January and April. For the very best outcome, we have a dynamic, ongoing tax planning service for a stupid-low monthly fee, giving you access to our team throughout the year with regular check-ins. If a professional isn’t looking at your numbers throughout the year and thinking about your taxes, do you even have a tax plan in place?
Consulting / Training
In all of our years of experience, we’ve found that sometimes people just need a few questions answered to keep their businesses rolling. We started this firm to help small businesses, and we want to make sure that we’re making that accessible to everyone, everywhere. Want to keep DIY’ing things and just need to make sure you aren’t fucking shit up? Book a one-off consulting session with Countless!
Maybe you need someone to set-up your accounting software and answer questions so you can keep doing it your damn self? Hit us up!
Want to do your own taxes but have some questions? We’re here for that!
You’ll walk away feeling more secure and empowered in your business and it’s finances.
Think of it like a money-business-therapy-woo-magic-session. It can be anything you need.
We are ALL about empowerment and less about making you reliant on us. There’s a big difference between hiring someone to do something because you want to and hiring someone because you have to. We’re all about meeting you wherever you are in regard to your business’ finances.
Some of our other consulting services include:
- Choosing the right tax entity for your business
- Accounting set-ups
- Software consulting for you and/or your team to improve efficiency
- Workflow set-ups for your accounting department
- Moving your business to the cloud and taking your office paperless
We can guide you through all of this.
Starting a Business
We are a one stop shop for new business setups!
Imagine a world where you feel confident and in the know after starting a business – not wondering if you missed a step or set up some part of your business incorrectly. Sounds like a pretty great place to be, yes?
We can get your business fully and utterly established, from start to finish, including advising you on an entity, forming your entity, getting your EIN, getting you registered with the appropriate state agencies, advising on whether or not you really need a registered agent (and what the heck it actually is), getting your sales tax squared away, building out your payroll system, configuring your accounting software, and training you up on ALL of it! Sound like a lot? Well, that’s why you’re hiring us, ya silly goose!
There is a lot involved in starting a business, and doing it right and that is EXACTLY why we started this firm: Increased accessibility for ALL. Small businesses are SO important and we see this service as doing our part to give the next successful small business a leg up from the start.