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Smart 
Financials for the 
Savvy Entrepreneur

Your one-stop shop for best-in-class accounting, finance & HR.

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We Help Small Businesses Get Their Accounting Right

Learn our proven system for getting your financials on track.

1
Done-Right Financials

You can't make informed business decisions without clean data.  Get your accounting up-to-date and accurate.

2
Savvy Tech Stacks

Get tech-savvy advice on the best applications and software setup for your specific business situation.

3
Established Processes

Accurate monthly financials every month, like clockwork. So you can go back to doing what you do best... running your business.   

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How We're Different

Getting all the pieces to fit together in a seamless way — that’s where we come in. We’re not just your average number crunchers. We’re there with you, in the trenches, helping bring your vision to life. #TeamWork

DONE-FOR-YOU ACCOUNTING & COMPLIANCE

Let us handle the heavy lifting. With our systems and processes every step of your financial function will be accounted for and streamlined.

BEST-IN-CLASS SOFTWARE & SYSTEMS DEVELOPMENT

Plan for the future.  Build a cloud-based accounting system that will grow with your company for years to come.

FULL CHARGE BOOKKEEPING & ACCOUNTING

Can’t find the right finance people? No problem. We’ve got you covered. Gain access to a top tier accounting and finance team.

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Learn More About Our Methodology

We plug right into your company's operations and systems.

3 Tiers for Every Kind of Entrepreneur

Monthly

Starting at $500/mo

Savvy Books

  • Monthly bank reconciliation
  • Payroll management
  • 1099 contractor management
  • Sales tax filings
  • Standard financial reporting

Your Team:

  • Dedicated Cloud Accounting Manager
  • Dedicated Full-Charge Bookkeeper
  • Dedicated Payroll & HR Specialist

* Estimated $90,000 in yearly savings over an in-house team

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Starting at $2,500/mo

Growth Focus

  • Everything in Savvy Books, plus...
  • Accounts Receivable Management
  • Accounts Payable Management
  • Advanced Reporting

Your Team:

  • Dedicated Cloud Accounting Manager
  • Dedicated Full-Charge Bookkeeper
  • Dedicated Payroll & HR Specialist

* Estimated $150,000 in yearly savings over an in-house team

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Starting at $5,000/mo

Strategic Advisory

  • Everything in Growth Focus, plus...
  • Cash Flow Analysis
  • KPI Reporting
  • Tax Planning & Analysis

Your Team:

  • Dedicated Cloud Accounting Manager
  • Dedicated Full-Charge Bookkeeper
  • Dedicated Payroll & HR Specialist
  • Dedicated Fractional CFO

* Estimated $350,000 in yearly savings over an in-house team

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What People Are Saying About Our Work

Jason S.

E-Commerce

Great Job on E-Commerce

"Dannielle did a great job setting up our business accounting process and answering questions on e-commerce best practices."

Myranda H.

Professional Services Firm

Kept Abreast of All Matters

"Dannielle, is very personable. She completed the work very efficiently! She kept me abreast of all matters within the project and her work, which I greatly appreciated. I look forward to working with her again."

Andrew M.

Boutique Consulting Practice

Efficient and Timely Cleanup

"The Savvy Bookkeep has been a pleasure to work with.  Dannielle and her team have been responsive, on schedule and communicative.  They helped us cleanup a mess from prior bookkeepers and were helpful in finding times to review our books."

Meet Your Team

Gain access to an all-star accounting team that can handle the heavy lifting for you. 

Cloud Accounting Manager

Your dedicated cloud accounting manager will be your main point of contact for all things accounting related.  We strive to respond to questions within a few hours during the business day and can be reached by email, phone, text or Slack.

Full Charge Bookkeeper

Our bookkeepers have in-depth knowledge and experience.  Plus, we have a two-person review process for our monthly bookkeeping cycle to ensure that your books are always up-to-date and accurate. 

Payroll & HR Specialist

Your payroll & HR specialist will ensure that you and your team stay compliant.  We'll work with your employees during the on-boarding or off-boarding process and answer any payroll or benefits questions they have throughout the year.

Fractional CFO Strategiest

Meet with your fractional CFO on a bi-monthly or weekly basis to get an in-depth analysis of where your business is at financially.  We'll keep you on track and build real-time dashboards and KPI tracking to help your team stay on point.

Ready to Get Started?

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