You're past $2M and growing. Your decisions are bigger, the stakes are higher, and generic bookkeeping isn't enough anymore. You need someone who understands CI business models, analyzes profitability, models cash flow, and helps you make smarter financial moves - not just records what already happened.
A financial partner who knows your business, collaborates with VITAL coaches, spots problems before they cost you, and gives you the intelligence to scale smart. Same-day responses from someone who actually understands custom integration.
✅ Financial Foundation Setup — Your QuickBooks accounts organized the VITAL way
✅ Monthly Transaction Management — Every expense categorized correctly, every month
✅ Payroll Recording — All payroll entries handled accurately
✅ Bank & Credit Card Reconciliation — Up to 2 of each bank & CC accounts reconciled monthly
✅ Balance Sheet Cleanup — Quarterly reviews keep your assets and liabilities accurate
✅ Monthly Financial Reports — Profit & Loss, Balance Sheet, Cash Flow - delivered every month
✅ Year-End Tax Package — Everything your CPA needs, organized and ready
✅ 1099 Tax Form Filing — Contractor forms filed on time, every time
✅ Sales Tax Support — Filing and payment handled - no more state tax surprises
➡️ Budget Tracking — Your spending tracked against targets
➡️ Equipment & Materials Management — Your inventory tracked, adjusted, and accounted for properly
➡️ Internal Team Support — Accounting policies created, your staff trained on financial systems
➡️ VITAL Program Integration — Executive-level collaboration with your VITAL Coaches - financial insight when decisions get made