#NOTANUMBERSPERSON
Sick of all the spreadsheets duct-taping your taxes & finances together?
And you’re pretty sure you missed something...
You started your business to do what you’re great at and have more flexibility.
But you haven’t found that freedom yet.
Instead, you’re working even harder than when you worked for someone else! And you rarely have time to do what you love because there’s a million other to-do’s, like managing your finances.
You give it a shot but you’re...
Struggling to keep up with all the transactions, let alone the receipts.
Devoting entire days, nights, & weekends to figure out how to use QuickBooks or update your spreadsheets.
Confused, very confused. Because every time you try to Google a question about revenue or deductions or amortization, you come up with ten more.
Worried you're making a mistake that will come back to haunt you.
Don’t even know if your business is profitable.
You’re in the weeds, my friend. But, you can turn this around. Here’s a secret all successful entrepreneurs realize in due course…
You don’t have to know & do it all yourself.
You’ve got 2 options:
Take the long road on your own.
OR
Double your impact by focusing on only what you do best.
Wouldn’t you rather:
Spend most of your working hours on building the biz, serving customers, and developing your team
Have a roadmap to go from where you are now to where you want to bE
Offload A TON of stress by knowing you can pay the bills, your team, & YOURSELF TO BOOT!
Here’s the simple way to manage your numbers, grow your biz, & do more of what you love.
Hire a CFO
(Yes, even if you’ve been in business for less than a year or make 5-figures in revenue.)
Half of all start-ups don’t make it to their fifth year.
BUT, by working with an accountant, your odds of making it shoot up to 85%. [source: Xero]
That’s why 75% of small biz owners say they are more successful because they work with a financial pro. [SOURCE:INTUIT]
"You can only become truly accomplished at something you love. Don’t make money your goal. Instead, pursue the things you love doing, and then do them so well that people can’t take their eyes off you."
~Maya Angelou
Introducing Our CFO Services
its Exactly what you need to keep your financial house in order, from top to bottom.
X Not just bookkeeping.
X Not just tax returns.
X Not just cookie-cutter $ advice
We cover #allthenumbers, from receipts to your take-home pay and everything in between.
Have a partner riding alongside you to help guide your company.
With regular updates on your finances, the key data you need to make savvy decisions, and a supportive pro to bounce ideas off of, you’ll increase your odds of success. All for a fraction of the cost of hiring a full-time CFO.
Here’s what a normal month looks like...
Are you ready to go from in-the-weeds to understanding how to read and use your numbers? Here’s how we’ll work together. Drop all the time-consuming financial tasks now and say YAY!
Send in receipts & documents as transactions happen.
We’ll automate what we can and set up routines so that you don’t collect piles of receipts or lose track of information.
Reach out with questions throughout the month.
We’re here to support you. You can ask us anything business related at any time.
Receive financial reports, review notes, and tax savings advice.
Along with the reports, we’ll give you a big picture view of the results and help you stay on track with taxes.
Meet regularly to discuss your progress, plans, and any news.
We’ll set a standard meeting time to review your results, fine-tune operations, and assess progress toward your goals.
Sounds pretty simple, huh? :)
With all your new free time, you can build your business, improve your offerings, serve customers, and maybe even have the evenings off!!
It’s our goal to see you thrive, continue to love your biz, and #growtogether. It begins with strong roots.
How we’ll get started
COFFEE CHAT
Let’s connect virtually and get to know each other. You can share all about your biz, problems, dreams, and ask me anything you’d like.
START SMALL
We’ll begin a short project. If you have books, I’ll look ‘em over and give you some pointers. If not, we’ll set them up!
CUSTOM QUOTE
Now that we know your company better, we can recommend a package and services to meet your business’s needs.
What is this ‘Support’ you keep mentioning?
You want access to advice specific to your business situation when you need it, from a professional who knows a thing or two about increasing your bottom line.
SOMEONE WHO:
IS PROACTIVE ABOUT YOUR FUTURE
GIVES YOU THE TIME TO TALK AND OFFERS EXPERT FEEDBACK
THINKS AND CARES ABOUT YOU AND YOUR COMPANY
Have you ever wondered if you’re “doing things right,” or how you can save more on your taxes, or how to handle a strange transaction or upcoming investment?
That’s what we mean by support.
Here’s how KIS helps:
An open line of communication with your CFO, so we can pinpoint best practices and discuss tricky transactions before you make them.
A finance pro by your side -- so you can strategize and bounce around ideas without feeling like your on your own and second-guessing yourself.
Someone looking out for you - for new laws that could impact your business, deductions to pay less taxes, and tools to run your business more efficiently.
"Kate is a breath of fresh air when it comes to dealing with the 'not-so-fun' part of running my business. I despise dealing with taxes and financials, and literally get anxiety even looking at my bank accounts. She makes it much easier, and keeps on top of me which has allowed me to better manage my money and feel more confident in my business financial plan."
~ Sasha Dale Photography
What’s managing without a CFO costing you?
You’re leaving more money on the table than you think.
Past due invoices that you never followed up on because you didn’t know how
Unsent invoices that are sitting in your head when they should be in your bank account
Accidental duplicate payments to vendors for services you already paid for (would they even tell you?)
Lost receipts going unclaimed on your tax return out of fear of getting audited
Surprise tax bills
Not to mention your most valuable asset - your time - wasted on days and weeks on spreadsheets, tax returns, how-to research, and double-checking your work.
We’ve seen all these and more.
Ditch that mess and get the financial clarity & calm you deserve.
You could free up your time to focus on marketing your services, refining operations, delighting customers.
You could rest knowing your taxes are up to date, accurate, and that you’re saving the right amount.
You could know how much you’re making as an individual & business owner and give yourself a steady paycheck.
You could budget, map out plans and expectations, and assess how you’re doing in an organized, cool, & calm way.
You could find that your business is on a stable footing, with an inspiring path forward, and know to nurture it to the next milestone.
Don’t you want to spend more of your time serving more customers, building your business and making more sales?
Service Levels for Every Stage of Business
Please note that we only accept 3 new CFO Services clients a quarter. On average, these spots book out two-months in advance.
LITE
STARTING AT
$450/mo
Monthly Updates to Books & Financial Dashboard
Quarterly Financial Reports & Financial Health Updates
Quarterly Financial Coaching Meetings
Semi-Annual Growth & Financial Plan Results Update
Annual Growth & Financial Plan Creation
Annual Tax Planning Updates
Sales Tax Return Preparation
Income Tax Return Preparation (including 1099's)
Short & Sweet Support (1 per month)
Unlimited Bookkeeping Support
Accounting Software Setup (QuickBooks Online)
Secure Client Portal Setup
Financial Analysis Account Setup (Syft)
Discounted Advisory Services & Additional Meetings
12-Month Committment
STANDARD
STARTING AT
$850/mo
Bi-Weekly Updates to Books & Financial Dashboard
Bi-Monthly Financial Reports & Financial Health Updates
Bi-Monthly Financial Coaching Meetings
Quarterly Growth & Financial Plan Results Update
Semi-Annual Growth & Financial Plan Creation
Semi-Annual Tax Planning Updates
Sales Tax Return Preparation
Income Tax Return Preparation (including 1099's)
Short & Sweet Support (2 per month)
Unlimited Bookkeeping Support
Accounting Software Setup (QuickBooks Online)
Secure Client Portal Setup
Financial Analysis Account Setup (Syft)
Receipt Management Account Setup (Hubdoc)
Discounted Advisory Services & Additional Meetings
12-Month Committment
PREMIUM
STARTING AT
$1,800/mo
Weekly Updates to Books & Financial Dashboard
Monthly Financial Reports & Financial Health Updates
Monthly Financial Coaching Meetings
Monthly Growth & Financial Plan Results Update
Quarterly Growth & Financial Plan Creation
Quarterly Tax Planning Updates
Sales Tax Return Preparation
Income Tax Return Preparation (including 1099's)
Advanced CFO Support
Unlimited Bookkeeping Support
Accounting Software Setup (QuickBooks Online)
Secure Client Portal Setup
Financial Analysis Account Setup (Syft)
Receipt Management Account Setup (Hubdoc)
Forecasting & Budgeting Account Setup (Liveplan)
Discounted Advisory Services & Additional Meetings
12-Month Committment
Package Comparison
No matter your business size or plan, there’s an option for you!
| LITE | STANDARD | PREMIUM | |
|---|---|---|---|
| SAVE TIME ACCOUNTING SERVICES | |||
| Bookkeeping | ✓ Simple | ✓ Standard | ✓ Advanced |
| Invoicing & Collections | ✓ | ✓ | |
| Vendor Bill Payments | ✓ | ✓ | |
| Sales Tax Return Preparation | ✓ 1 State | ✓ 1 State | ✓ 1 State |
| Payroll Processing | ✓ | ✓ | |
| GET INSIGHTS BUSINESS SERVICES | |||
| Finance & Strategy Meetings | ✓ Quarterly | ✓Bi-Monthly | ✓Monthly |
| Finance Reports | ✓ Quarterly | ✓ Bi-Monthly (Video Review) | ✓ Monthly (Video Review) |
| Year-End Tax Planning & Goal Setting Meeting | ✓ | ||
| Goal & KPI Tracking | ✓ | ||
| Budgeting & Forecasting | ✓ | ||
| Job Costing | ✓ | ||
| Benchmark Analysis | ✓ | ||
| SAVE MONEY TAX SERVICES | |||
| 1099 Preparation, Filings, & Fees | ✓ 5 Forms | ✓ 5 Forms | ✓ 5 Forms |
| Personal Income Tax Return Preparation | ✓ | ✓ | ✓ |
| Business Income Tax Return Preparation | ✓ | ✓ | |
| Net Income & Tax Payments Tracker | ✓ | ✓ | ✓ |
| Tax Savings & Minimization Advice | ✓ | ✓ | ✓ |
| Estimated Tax Payment Reminders | ✓ | ✓ | ✓ |
| GET ANSWERS SUPPORT SERVICES | |||
| Short & Sweet Email Support | ✓ 2 per month | ✓ 2 per month | ✓ |
| Advanced Support | ✓ 3 hours per month | ||
| Advisory Services & Additional Meetings | Discounted Pricing | Discounted Pricing | Discounted Pricing |
| AUTOMATE INCLUDED TECHNOLOGY | |||
| QuickBooks Online | ✓ | ✓ | ✓ |
| Receipt Storage & Management | ✓ | ✓ | |
| Financial Analytics App | ✓ |
Package Comparison
No matter your business size or plan, there’s an option for you!
SAVE TIME
ACCOUNTING SERVICES
-
✓ START - SIMPLE
✓ SUSTAIN - STANDARD
✓ GROW - ADVANCED
-
✓ SUSTAIN
✓ GROW
-
✓ SUSTAIN
✓ GROW
-
✓ START - 1 STATE
✓ SUSTAIN - 1 STATE
✓ GROW - 1 STATE
-
✓ SUSTAIN
✓ GROW
GET INSIGHTS
BUSINESS SERVICES
-
✓ START - SEMI-ANNUALLY
✓ SUSTAIN - QUARTERLY
✓ GROW - MONTHLY
-
✓ START - QUARTERLY
✓ SUSTAIN - MONTHLY (VIDEO REVIEW)
✓ GROW - ON-DEMAND (VIDEO REVIEW)
-
✓ GROW
-
✓ GROW
-
✓ GROW
-
✓ GROW
-
✓ GROW
SAVE MONEY
TAX SERVICES
-
✓ STARTER — 5 FORMS
✓ SUSTAIN — 5 FORMS
✓ GROW — 5 FORMS
-
✓ START
✓ SUSTAIN
✓ GROW
-
✓ SUSTAIN
✓ GROW
-
✓ STARTER
✓ SUSTAIN
✓ GROW
-
✓ STARTER
✓ SUSTAIN
✓ GROW
-
✓ STARTER
✓ SUSTAIN
✓ GROW
GET ANSWERS
SUPPORT SERVICES
-
✓ STARTER — 2 PER MONTH
✓ SUSTAIN — 2 PER MONTH
✓ GROW
-
✓ GROW - 3 HOURS PER MONTH
-
✓ STARTER — DISCOUNTED PRICING
✓ SUSTAIN — DISCOUNTED PRICING
✓ GROW — DISCOUNTED PRICING
AUTOMATE
INCLUDED TECHNOLOGY
-
✓ START
✓ SUSTAIN
✓ GROW
-
✓ SUSTAIN
✓ GROW
-
✓ GROW
How to grow your profit 23% faster → For Real!
According to Xero, businesses that work with an accountant increase their net profit 23% faster than businesses that don’t.
Keep in mind, that’s after paying for their accountant.
What you spend on financial services is an investment in your business.
SPENDING NIGHTS IN SPREADSHEETS,INSTEAD OF BED SHEETS
TRYING TO CATCH UP BUT FALLING MORE BEHIND
PUTTING YOUR SOCIAL AND FAMILY LIFE ON THE BACK BURNER
FEELING LIKE YOU’RE NOT A LEGIT BUSINESS YET
What my clients are saying:
Our Promise
You’re here because you need an expert. Knowing our stuff is the bare minimum you need from a finance professional.
Our goal is to go above and beyond and provide you with more value than what you invest in us. If you don’t feel like we’ve succeeded, you can pay us what you think we’ve earned.
We stand by our work, but we are human. If we make a mistake, we’ll fix it.
You won’t be locked into a long-term contract. You can cancel anytime with one month’s notice.
Oh! Have we met?
Hey, I'm Kate. Like you, I'm in the trenches running a business. There's so much to do, and it gets confusing fast.
My background includes multiple degrees, over a decade of experience, and the heavy-hitter CPA license.
If you’re not a numbers person, you may be like… uhh why???
It’s simple. Because I love what I do. And it inspires me to help others do whatever they enjoy too.
Your numbers are the starting point to building a profitable company that's also fun to run. Good finances and advice will help you keep living the dream. We’ll help you build a sustainable business, a good team, and keep it simple.
"Great things in business are never done by one person;
they're done by a team of people."
~ Steve Jobs
A successful biz relationship comes down to the people and how well they work together.
We might make a great team if:
You’re tech savvy and prefer to do as much as possible online. It’s just faster, easier, and you’ve always got your phone on you anyway. You don’t want to cobble together a stack of papers just to wait in some musty office for your Dad’s CPA and fill out more paperwork.
You’re excited about what you can do in your biz! You’re bursting with ideas and want to put your focus there. You want someone to manage the numbers so you can get back to your customers and put those ideas into action.
Want to see the data and results. You appreciate good data because it helps you make smart decisions. So much data is financial, so good books are a necessity. You want someone who can manage all the numbers and explain what they mean. Then you can go about growing your business with reassurance that you’re on the right track.
You want to understand finances better, but don’t want a Bachelor’s Degree in accounting. You want to be able to ask questions as they pop up and get a response quickly. You feel like your old accountant is too busy and you’re too small a client to matter much to them.
You’re ready to trust an expert. You know you’ll go further when you stay in your zone of genius. But, you need quality. You don’t want someone who does bookkeeping as a side hustle. You don’t want your friend that took one accounting class back in college. You need someone who’s a pro and know it’s worth the peace of mind.
Taxes make your eyes glaze over. You know you have to pay them, but you don’t want to pay any more than you have to. And you don’t want to think about it. Instead, you want a clear plan of what to do, how much to pay, and when it’s due.
You’re over the spreadsheets, QuickBooks, and Google rabbit holes. You’ve spent so many hours trying to figure it out and each time, you ended up more confused than when you started!
We may not work well together if:
You prefer to do business in person and think people rely on technology too much.
You don’t trust the internet, online banking, apps, or any of this online data sharing. You believe it’s a recipe for disaster.
You’re generally sceptical and want to know all the details. Your motto is, “trust, but verify.” When someone gives you an answer, you usually double check it online.
You’re operating on a shoestring budget and want to trade equity for the right CFO.
Got questions?
Here’s what others have asked before working together.
+ How do I know if KIS is the right virtual CFO for my company?
At a minimum, you need a financial partner who knows their stuff. I’ve got the experience, degrees, and certifications. In addition, KIS has the structured workflows, procedures, and capacity to deliver consistently.
But, that’s not what would make me a good partner for you. It comes down to fit. That’s why we start with a virtual meeting and usually a project before we jump into monthly services.
+ How much should I spend on accounting and taxes?
There isn’t a “right” amount to spend, but I can provide context. Depending on your years in business, revenue, and needs, the cost is usually between 1-5% of revenue. If you are a start-up and have little revenue, it could be closer to 10%.
What you spend on financial services is an investment in your business. According to Xero, businesses that work with an accountant increase their net profit 23% faster than businesses that don’t. >>> Keep in mind, that’s after paying for their services!
Small businesses spend a higher percentage on financial services. Once a company has about $20-25 million in revenue, they usually have full-time accounting staff and the total expense is down to 1%.
+ There’s a lot of other accounting services out there. What does KIS do differently?
All of my services include ongoing support and review notes - these are premium services that help businesses address issues before they become problems. Roughly 75% small business owners agree that they feel more successful working with a financial pro [source: Intuit] and having access to them to answer any questions is one of the most sought after services.
+ I don’t think I have time for this?? How much of my time will this take each month?
That’s the whole point, right?! We’ll do all the heavy lifting and will need only a couple of hours of your time each month. Most of it will be for our meeting. Other than that, it’s sending in your documents (which we’ll automate and set up routines for as much as possible), and asking questions. While we are getting started, we may need more of your time.
We’ve designed our services to require minimal input from you. You’ve got a business to run and that’s where you should be!
+ My books are a mess. Do I need to get them cleaned up before we work together?
Nope. That’s really normal, actually. We’re used to tidying up books. It’s part of the getting-to-know each other process. If you have books, we’ll start with an Initial Review so we know exactly what you need. If you don’t have books, we’ll set them up.
+ Do you offer sales taxes, payroll, cost analysis, etc?
If it deals with business numbers or taxes, we can probably help. we offer everything just listed, plus more. If you need something not mentioned, just ask. Even if we can’t help, we’ll point you to someone who can.
+ Do you only offer monthly services?
We’ve been doing this long enough to know that you’ll get the best results by working together consistently, month after month. We need to be in the loop and have up-to-date and accurate information. A consistent agreement also means you can budget for our services and won’t get any surprise bills.
+ What’s the best way to reach you?
Email is best, texting second. We’ll get back to you within one business day. If you need help right away, put URGENT in the subject line.