For either the Tactical Partner or Finance Team Plans, the only requirement is to have your access to your company’s QuickBooks Online account. If you don’t have one, we will help you create one.
Yes, our Client Finance Managers are experts at completing all of you bookkeeping needs, such as preparing customer invoices, creating, and issuing payments to your vendors, and paying your employees. We even manage your third-party apps, like Expensify, to manage your business credit card receipts for ultimate organization.
Bookkeeping is a catch-all term that encompasses the day-to-day accounting operations of your business. They perform tasks like bank account reconciliations, posting income and expenses, issuing invoices, or paying bills. Our Client Finance Managers handle all these accounting operations – plus more!
CFO Services include higher level accounting, finance, and strategic support services. CFO Services include direct support in or more of the following areas: financing support, strategic planning, budgeting, forecasting, trend analysis, forecasting, and much more.
You should outsource CFO services if you are a small business who is growing, but can’t afford to hire a full-time CFO or if only need a CFO for specific projects.
You will be working with a real, human-being, who is based in the United States. We have great people who have significant experience in handling bookkeeping, accounting, and financial management in both small and large business settings.
Not entirely. QuickBooks is a great tool for housing your financial information. However, even with the level of intelligence and automation built into QuickBooks, it will not be a turn-key solution for your bookkeeping and accounting needs.
Bookkeeping plans are based on an annual subscription model with fixed monthly payments. The fixed monthly amount is based on your business expenses and specific needs such as customer invoicing, vendor payments, and employee payroll.
Although every contract is unique, generally our plans can be cancelled at any time by giving 60 days’ notice.
Backbone CFO is not a CPA firm. We do not prepare or file tax returns. However, we will work directly with your tax preparer to support the tax filing process. If you do not have tax preparer, we would be happy to connect you with someone in our network that we know and trust!