Plans /Packages
At JADDE Financial Solutions, you’ll find a supportive team of experts ready to take financial tasks like bookkeeping, payroll, and even key financial roles off of your plate.
You’ll be able to ditch the accounting headache and get back to the work you actually love to do and you’ll have a professional team behind you as you grow and scale your business.
We deliver accurate, insightful guidance that’s tailored to the specific needs of your business and we do that by offering different levels depending on your unique circumstances.
| FEATURES | ESSENTIAL | CONTROLLER | VIRTUAL CFO |
|---|---|---|---|
| Wherever you are in your business journey, spending less time managing your finances can help you spend more time on the parts of your life and business you enjoy the most. | JADDE Financial Solutions offers Controller services that help you do everything from compile reports to evaluate key performance indicators so that you have less on your plate as you grow your business. | JADDE Financial Solutions provides professional Virtual CFO services so you and your team can take your business to the next level. | |
| Monthly Accounting and Bookkeeping, Bank & Credit Card Reconciliations |  | | |
| Review AR, AP and Expense Tracking | | | |
| Dedicated Account Manager | | | |
| Monthly Financial Reports | | | |
| Monthly Financial Review Meeting | | | |
| Phone and Email Support | | | |
| Payment Processing Reconcilation | | |
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| Overhead and Profitability Analysis | | |
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| Payroll Support | | |
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| Sales Tax Filing | | |
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| Budget & Cash Flow Forecasting | |
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| KPI Tracking | |
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| Monthly Financial Review & Strategy Meeting | |
JADDE FINANCIAL OPTIONAL ADD-ONS
Cash Flow Management
We’ll meet weekly or monthly to go over the short term cash flow for your business. (2-12 weeks)
Job Cost/Project Profitability
Need to know the profitability per project? We’ll calculate the cost and profitability so you can make the best decisions for you and your business.
Inventory Tracking
We’ll keep track of your inventory and keep you in the loop as we do.
Bill Paying
We’ll take care of paying your bills for you so you can focus on other aspects of growing your business! We pay your bills electronically with a seamless integration into QuickBooks®.
Customer Invoicing
We’ll send and collect on your customer invoices so you don’t need to do it yourself.
Payroll & Contractor Management
We’ll handle your payroll and manage your contractors with a seamless process that will keep everyone happy.
Employee Expense Tracking
We’ll keep track of your employees’ expenses with receipts and invoices so you always have a clear financial picture.