Virtual CFO for Marketing Professionals

Step 1:

Take the brief online assessment to determine if outsourced accounting is right for you.

Step 2:

We will email you a customized report based on the information you provided in the assessment.

Step 3:

Schedule a free consultation using the link at the bottom of the report.  On this call, we will build a customized solution based on the challenges your business is facing.

It takes about 60-90 days to optimize your QuickBooks centric system and customize your reporting package. 60-90 days is the "steady state", but you will start seeing value right out of the gate.

We will never send you an invoice apart from your monthly subscription, unless something is obviously out of scope. However, even in such circumstances, you'll know what to expect before you get the invoice.

You will have at least two dedicated staff members, who will be handling all of the bookkeeping, accounting and financial reporting for your account. More info about Better Way CPA's team can be found here. Generally, Chris handles all of the financial review meetings, though.

Yes, part of the onboarding services will include the cleanup of your QuickBooks Online file.

You have 24/7 access to a secure online portal which will include access to any of the financial information we share, your financial reporting package and dashboard, and access to our client-specific knowledgebase. You will also be provided with a separate email address to submit support tickets to. We pride ourselves on being responsive and proactive, however, you always have the freedom to pick up the phone and give us a call.

Two main ways:

1. Each client's financial statements go through two levels of review each month, with a cumulative 64-point review checklist.
2. Bots. Lots and lots of bots. We deploy about a dozen automated processes in order to proactively check for anomalies within your books on an ongoing basis.

Gusto is a payroll platform that helps businesses like yours onboard, pay, insure, and support your hardworking team. For more information, please visit gusto.com.

Your client portal will include a real-time financial reporting and dashboarding area with data that is integrated with your accounting processes. Our goal is for business owners to be empowered to make the informed business decisions based on accurate, timely and reliable data. Our financial reporting package isn't just financial data, it incorporates non-financial data, too, as well as forecasts and the ability to do "what-if" analysis in real-time.

Simply put, we compare your business' financial results with those of your peers. In some instances, we can compare your business to those in the same industry, in the same state, and with relatively the same size. This analysis helps to quickly identify where and why you need to make adjustments in your business to become more profitable.