Accounting & strategy solutions for today's small business

Bell Solutions

Gain the benefits of a Chief Financial Officer, without the price. Whether your business is currently too small for a full time accountant, or you’re seeking a strong partner to help set up and guide your financial and business systems, we are here to help.


Dedicated to empowering small businesses, we have long-term and temporary solutions that range from bookkeeping to strategic planning and business systems to process improvement. Gain peace of mind with a dedicated CFO, innovative results, and a thorough understanding of your business. 

The CFO on the Go Process

#1 Get Ready

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 We start by learning about your business and goals to give you the systems needed to stay up-to-date and operate efficiently with the latest online financial management tools.  

 

What you get:

A QuickBooks Online system fully set up for your specific business operations.


Everything needed to manage your small business finances, track profitability, file taxes, and so much more!


QuickBooks Online training and support.

#2 Get Set

Once your system is set up, your year-to-date finances will be compiled in your QuickBooks Online account. 


 You provide your statements, 

we'll do the rest.  

#3 CFO on the Go

With the proper foundation in place,  you can take charge of your financial management. Our ongoing CFO on the Go services guarantee up-to-date reporting at your finger tips, regularly scheduled strategic reviews, and continued support as you grow your small business.

 

All accounts are reconciled monthly, making you audit and tax ready all the time!

CFO Packages

CFO.101

 

$699/Quarter (4x/yr)

+QuickBooks Online* 


The foundation of all our services. 

Stand-alone is perfect for the entrepreneur that has a handle on accounting and business matters, but wants to make sure they are staying on track.

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Monthly Financial Reconciliations

(up to three (3) accounts)

Quarterly Financial Reviews

Quarterly System Reviews

CFO on the Go Collaboration*

Telephone & Email Support

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*CFO on the Go Collaboration

All CFO services come with regularly scheduled communications; including emails, owners meetings, events, and other community measures designed to provide consistent, strategic and compliant approach. Meetings focus on financial review, strategic goals, tax planning, new features in QuickBooks, and other issues impacting your small business. 

CFO.200

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 Starting at $290/Month

+QuickBooks Online*


Rock solo-preneurship like a boss. Gain confidence with an understanding of your numbers and a solid foundation to build on. 

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Kick-off w/ a Strategic Financial Review

Daily/weekly Revenue Tracking

Daily/weekly Expense Tracking

Monthly Financial Reconciliations

Quarterly Financial Reviews

 CFO on the Go Program* 

Telephone & Email Support


Effortlessly upload receipts from your smart device, and your data will be entered with the image saved - keeping you audit ready.

CFO.300

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$325/Month

+QuickBooks Online*


Popular among Single Owner S-corps,

this affordable solution always keeps you prepared for tax season.

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Monthly Financial Reconciliations

Quarterly Financial Reviews

 CFO on the Go Program* 

Telephone & Email Support

Payroll Processing w/Direct Deposit

TSheets Time tracking

Payroll Tax Liability Processing

Annual W2/W3 Processing

Annual Work Comp Audit Reporting

CFO.400

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 Starting at $400/Month 

 +QuickBooks Online* 


You run your business, we'll take care of all your bookkeeping, accounting, taxes... and so much more.

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Kick-off w/ a Strategic Financial Review

Daily/weekly Revenue Tracking

Daily/weekly Expense Tracking


 Payroll Processing w/Direct Deposit

TSheets Time tracking

Payroll Tax Liability Processing

Annual W2/W3 Processing

Annual Work Comp Audit Reporting


Monthly Financial Reconciliations

Quarterly Financial Reviews

 CFO on the Go Program* 

Telephone & Email Support


QB.101

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By far our most popular package, formally known as the Quick-Tune.

 

Gain knowledge and confidence with this small business owners must have! Bookkeeping and taxes can be overwhelming and frustrating – not to mention time consuming. Don’t spend your precious time struggling with debits and credits. When set up correctly, QuickBooks can be an easy-to-use and efficient tool. 


With all CFO Services, or stand-alone.



Other Services

Payroll:  Payroll Taxes, Sales & Use Tax, Annual Filings $299/qtr

Advisory:  Take advantage of quarterly meetings and support without accounting services. $299/qtr

Support:  For the occasional questions to stay on track. $99/qtr 

Income Taxes:  We now offer tax services to anyone, not just CFO clients! Effective Fall 2019

QuickBooks Online: All services include QuickBooks discounts 20% - 35%


New Business Set up Bookkeeping Accounting Taxes QuickBooks Payroll


Add Ons: Drop box services, Human Resource services

Lifetime Discounts on QuickBooks Subscriptions*

QuickBooks Online subscription is required for all CFO on the Go packages. 


At Bell Solutions, we pride ourselves on sharing our discounts with our clients...for life.  

Our portion is always reinvested in our technology and education.