Financial Manager

    What is a Financial Manager service?

    A Financial Manager service provides dedicated account managers who handle your regular bookkeeping, financial reports, A/R and A/P tracking, annual tax filings, quarterly estimated taxes, and review calls tailored to your needs. It's like having your own bookkeeper and accountant, starting at $499/month.

    Your Dedicated Financial & Tax Account Managers

    Like having your own bookkeeper and accountant — managing your finances while you focus on running and growing your business.

    Starting at $499/month

    No pressure — just clarity.

    Quick Summary

    • Dedicated Financial & Tax Account Managers assigned to your business
    • Regular bookkeeping keeps your books current and accurate
    • Financial reports with A/R + A/P schedules on your schedule
    • Annual tax filings and quarterly estimated tax calculations
    • Financial review and tax planning calls tailored to your needs
    • Third-party app integrations for seamless workflow

    This is for you if...

    What's included in Financial Manager

    Your finances stay organized and current with regular reporting and review.

    Regular Bookkeeping

    Your books reconciled and current on a schedule that fits

    A/R + A/P Schedules

    Track what's owed to you and what you owe

    Financial Reports

    P&L, balance sheet, and cash flow statements

    Review Calls

    Walk through your financials together on your terms

    Where Financial Manager fits

    Financial Manager

    $499/mo

    What it looks like to work together

    1

    Discovery call

    We learn about your business, goals, and what insights would be most valuable.

    30 min
    2

    Account manager assignment

    You're paired with dedicated financial and tax account managers.

    Week 1
    3

    System setup & integration

    We connect your accounts and set up your reporting dashboard.

    Week 1-2
    4

    First review

    We walk through your financials together and establish a rhythm.

    Month 1
    5

    Ongoing partnership

    Regular bookkeeping, reports, and review calls on your schedule.

    Ongoing

    Not sure which service you need?

    Question 1 of 3

    What best describes your current financial situation?

    Frequently Asked Questions

    Key Takeaways

    Like having your own bookkeeper and accountant on staff
    Regular bookkeeping means you're never behind
    Tax filings and estimates handled for you
    Review calls keep you informed on your schedule
    One team managing both finances and taxes
    Scale your financial operations as you grow

    Ready for your own financial team?

    Get dedicated account managers handling your bookkeeping, reports, and taxes — so you can focus on growing your business.

    Starting at $499/month