Most creative agencies and small businesses with 5-45 employees struggle to obtain and maintain a clear financial picture.
Do you, as the owner, often find yourself managing accounting, payroll, and financial processes, wishing you could be doing more business development, management, and running your company?
Many agencies come to us with ad-hoc financial systems and processes that are years – and even decades – behind what’s currently available. All this leads to uncertainty, indecision, and untapped potential.
While our accounting services are available a-la-carte, most of our clients choose a Virtual Accounting, Bookkeeping & CFO package, customized to their business’s needs.
But before we make any package recommendations, we make sure we know what makes your business unique, where you are at in the business cycle, and that we understand your long-term financial goals.
Once we know what you need, we’ll create a customized menu of services for you. Our work is all cloud-based so you can access your vital business information and financial reports any time you’d like.
Email & Phone Support
UnlimitedEmail & Phone Support
UnlimitedEmail & Phone Support
UnlimitedCloud-Based Accounting
Cloud-Based Accounting
Cloud-Based Accounting
All Software Subscription Costs
All Software Subscription Costs
All Software Subscription Costs
Review P&L Transactions and Coding
MonthlyReview P&L Transactions and Coding
MonthlyReview P&L Transactions and Coding
MonthlyCFO Call
QuarterlyCFO Call
MonthlyCFO Call
MonthlyPaperless Document Management
Paperless Document Management
Paperless Document Management
Record All Bank and Credit Card Transactions
Record All Bank and Credit Card Transactions
MonthlyRecord All Bank and Credit Card Transactions
2x/WeekInvoice Clients and Accounts Receivable
Invoice Clients and Accounts Receivable
Every OtherInvoice Clients and Accounts Receivable
2x/WeekAccounts Payable and Bill Payment
Accounts Payable and Bill Payment
Every OtherAccounts Payable and Bill Payment
2x/WeekPayroll Processing and Payroll Tax Filings
Payroll Processing and Payroll Tax Filings
Every OtherPayroll Processing and Payroll Tax Filings
2x/WeekReconcile Bank and Credit Card Accounts
Reconcile Bank and Credit Card Accounts
MonthlyReconcile Bank and Credit Card Accounts
MonthlyBalance Sheet Reconciliations and Review
Balance Sheet Reconciliations and Review
MonthlyBalance Sheet Reconciliations and Review
MonthlyFinancial Reports Package
Financial Reports Package
MonthlyFinancial Reports Package
MonthlyEmployee Expense Reimbursements
Employee Expense Reimbursements
Employee Expense Reimbursements
MonthlyMonth End Accrual Entries
Month End Accrual Entries
Month End Accrual Entries
MonthlyFinancial Dashboard and KPIs
Financial Dashboard and KPIs
Financial Dashboard and KPIs
WeeklyCash Flow Management and 10 Week Projection
Cash Flow Management and 10 Week Projection
Cash Flow Management and 10 Week Projection
WeeklyPerformance By Client/Job Report
Performance By Client/Job Report
Performance By Client/Job Report
Monthly12 Month Rolling Financial Forecast
12 Month Rolling Financial Forecast
12 Month Rolling Financial Forecast
MonthlyBetter Numbers = Better Decisions
Bookkeeping Services
At Kauffman CPA, we’ve created a new type of accounting firm for creative agencies & small firms like yours.
We know what numbers you need to accurately measure your business, services, and team productivity. And our system is designed to give you a real-time picture of your agency’s finances, so you can make more confident decisions.
Healthy, high-performing creative agencies need accurate numbers and strategic financial advice to drive their decision-making process. Armed with a clearer picture of their financial situation, you will be better equipped for growth because you’ll know how much work you can take on, who you can afford to hire, and home much cash flow you will have for the next 8-10 weeks.
Avoid Expensive Mistakes & Grow Your Business
Outsourced CFO Service
If you are like most growing agency owners, you are looking for two things: confidence in your numbers, and strategic help in forecasting and planning.
As your agency’s outsourced virtual CFO, we provide both so that you can make more confident decisions for your company’s future. Through our real-time reporting dashboard, you can see the overall financial picture of your company at a glance.
We also hold regularly-scheduled calls to discuss your numbers, review cash flow and profitability, identify areas of improvement, and provide you with the strategic advice you need to run your agency.
Get Answers To Crucial Questions About Your Business:
Simplify Your Business’s Financial Processes
Real-Time Financial Accounting
Our streamlined, cloud-based accounting system is designed to make an agency’s bookkeeping and financial records simple and easy.
Let our team manage it all – invoicing, reconciliations, month end financial reports, software subscriptions, payroll processing, reimbursements, accounts payable, cash flow projections, and time tracking.
With these tasks off your plate, you and your team will have more time to find new clients and serve your existing client base.
Try our online business assessment to see if there are areas in your business accounting that could use some improvement. After you fill out the assessment, someone will be in touch to discuss options with you.
Yes! We can be your entire accounting department if you would like. All you will need in-house is a basic administrative function and we’ll do the rest.
There are plenty of benefits to outsourced accounting, including:
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