Lincoln's CFO on the Go


Customized.

We appreciate the uniqueness of every small business. The options below are a guide to our services and most popular packages, but everything we do is customized to you and your small business needs. 

Strategic.

Hire a bookkeeper and get data entry. Hire a CPA and get tax filings. Hire a CFO, and get both of those, plus a strategic partner dedicated to providing the tools and support needed to grow and understand your business.

Affordable.

With Bell Solutions you can gain the benefits of a Chief Financial Officer, without the price. Entrepreneurship is our passion and we understand the needs, and budget, of growing a business. 


the CFO process

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#1 Set up

As an Intuit partner & Certified QuickBooks Proadvisor we know how to make the #1 selling accounting software work for you.  We start by learning about your business, process and goals to give you the systems needed to stay up to date and operate efficiently with the latest online financial management tools.  Accounting and QuickBooks are the backbone of what we do, but as Lincoln's CFO on the Go, we are fluent in the language of business and use our services to empower entrepreneurs through an understanding of their numbers. 


And since we believe that you should own your data, you will always have your entire financial record keeping system....whether you decided to keep working with us or not. 

#2 RECONCILE

The management of your data and financial records are the heartbeat of your business. Not only is it necessary for your taxes (and costly if done poorly) but it is crucial for business analysis and profitability during growth. To succeed we must have a solid starting point, so all financial records for the current year are reconciled prior to going live. 

#3 cfo on the go

Now that you have the not-so-fun part is under control, 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. 

 

During the first 30-90 days, we undergo our discovery phase to further define reporting, data management, and accounting processes. Utilizing the systems and processes that we have defined, the discovery process allows our teams to continue to seamlessly work together to strategically grow business. 


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


Gain peace of mind with a thorough understanding of your business by meeting quarterly  with your CFO on the Go to review and strategize. Consistent communications keep you up to date and in the loop between meetings.


popular packages

Popular pacakges

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