PowerFull CFO

NEXT LEVEL INSIGHT

We will provide assistance in developing best practices that help you create accurate financials and strategically plan for the short-term and long-term future of your childcare center.

THE CFO

What's Included?

Our team of experts will standardize your chart of accounts and keep all of your transactions properly categorized. Each month we'll prepare financial reports that you can use to make strategic decisions in your business. We'll use these reports throughout the year to estimate tax payments and reduce surprise taxes due at filing.

If you're ready to transition your bookkeeping and tax filing responsibilities to a professional, this package is perfect for you!

Investment starts at $2,500/month

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Bookkeeping

We've got the numbers covered! All transactions will be categorized accurately on a weekly basis.

Reporting

All of the data that feeds into your financial systems will be collected and reported so there are no surprises. (Procare, Brightwheel, etc)

Projections

Set budgets and dynamic forecasting, plus key performance indicators to plan forward throughout the year.

Data Analysis

We shine the light on your monthly numbers and discuss strategies that will maximize the growth of your business.

Taxes

We manage all of your estimated and annual tax filings, and all associated payments.

Proactive Tax Planning

We'll schedule Mid-year and Year-end tax planning sessions to make sure you're well prepared.

Advisory Support

We'll provide advisory support for tasks you will manage such as invoicing, payments, and payroll.

Unlimited Email Support

We shine the light on your monthly numbers and discuss strategies that will maximize the growth of your business.

How It Works

KICKSTART

We will start with a kickstart call to introduce you to our processes, software, and next steps. You'll also meet your account manager, and we will set the foundation for the initial assessment that we'll work through for our first 60 days together.

ONBOARDING

For the first 8 weeks, we will have weekly calls to go through the different processes within your business.

We'll dig into your current processes, and provide feedback on best practices in order to set you up for success in crafting the right workflows and processes for your business finances.

HANDOFF

Throughout the next period, we will take over the categorization and reconciliation of your transactions to prepare the first set of financials to lay the groundwork for future planning.

After the initial assessment, we'll continue with budget development, weekly bookkeeping and status check-ins, monthly calls, and ongoing email support.

LET'S GET TO KNOW EACH OTHER

A solid foundation is an important part of any relationship.

After investing in our MindFull Manager service, we will spend the first 8 weeks getting to know the ins and outs of your childcare business. We will have six weekly 1-on-1 calls where we will:

Systems

Set up and discuss your accounting system, chart of accounts, and processes.

Invoicing

Develop an efficient system so you can properly manage your invoices.

Payments

Walk through the ways that you receive and make payments, and suggest best practices to make that process more efficient.

Payroll

Become familiar with your team structure to determine best software and processes.

Financial Statements

Review your statements and make sure all transactions are categorized properly.

Dashboard

Develop a dashboard to measure the metrics that are important to understanding the financial and operational health of your business.

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