Small Business CFO
Contact us at NCH Wealth Advisors: 800-748-4159
Everything we offer small businesses in an a la carte fashion.
Small Business Tools
With our Small Business Tools package, we provide you with business tax services, online document storage, Quickbooks accounting and payroll tools that will put you back in control of your business at a price you can afford. These tools will save you time and streamline the way you handle the day-to-day details of your business information and file your business tax return. If you are currently using our Small Business Tools package, you qualify for these additional services from expert bookkeepers, accountants, and CPAs. (Click here to find out more about our Small Business Tools package)
Small Business Tools Set-up Services
We know that sometimes you need extra help transitioning your business to our Small Business Tools (SBT) package. We offer these additional services to make the process easier for you:
SBT Set-Up
Starting from scratch? We help you set up your accounting system the right way, the first time.
This package includes:
- Creation of Chart of Accounts
- Balances entry
- 2 Hours of System Training
- 90 days of Tech Support to get you started
- One-time cost of only $250
SBT Conversion
Need to get your critical data converted to the new system? We’re here to help!
This package includes:
- Small Business Tools Set Up
- Vendor list creation
- Inventory list creation
- Customer list creation
- One-time cost of only $500
SBT Data Transfer
Want to move your specific accounting data to the new system? We can help.
This package includes:
- Small Business Tools Set Up
- QuickBooks Conversion
- Detailed sales entry transfer
- Client-specific data transfer
- Expense activity entry transfer
- Entry reconciliation
- $750 per quarter of accounting data transferred
Small Business CFO
Finally! The expert help and advice you need when you need it.
We know that sometimes you need more than bookkeeping and payroll tools. You need help with data entry or expert advice about the state of your business. We offer additional bookkeeping services and business consulting packages to help you stay in control of your business.
With Small Business CFO, you receive on-demand expert help, analytic reporting, and professional advice from experienced bookkeepers, accountants, and Certified Public Accountants (CPAs). With our on-demand services packages, you only pay for the help and advice you need, when you need it.
On-Demand Bookkeeper
Keep your business information current. Pay for the data-entry help you need, when you need it.
Banking & Credit Card Activity Entry
(Requires Use of Small Business Tools Package)
$150 Per Month of Activity
On-Demand Accountant
Hire a second set of eyes to double-check your data entry and make real-time corrections for you.
Bank & Credit Reconciliations, Payroll Tax Reconciliations
(Requires Use of Small Business Tools Package)
$150 Per Month of Activity
On-Demand CFO
When you have tough decisions to make, you need additional information, analysis, and expert advice.
Business Growth Planning, Profitability Analysis, Cash Flow Management, Industry Comparison
Reports, Direct CFO Consultation
(Requires Use of Small Business Tools Package)
$300 Per Request
On-Demand CPA
When you need financial statements to present your business information to other professional firms.
CPA-Compiled Financial Statements
(Requires Use of Small Business Tools Package)
$100 Per Request
Custom Business Accounting
As a full-service accounting firm, we offer fully-customized accounting services for your business.
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