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.

PLANS / PACKAGES

TACTICAL

Wherever you are in your business journey, spending less time managing your finances can help you spend more time on the parts of your business you enjoy the most.

PLANS / PACKAGES
  • 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

TACTICAL

Monthly Accounting and Bookkeeping, Bank & Credit Card Reconciliations
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STRATEGIC

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.

PLANS / PACKAGES
  • 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
  • Overhead and Profitability Analysis
  • Payroll Support
  • Sales Tax Filing

VIRTUAL CFO

JADDE Financial Solutions provides professional Virtual CFO services so you and your team can take your business to the next level.

PLANS / PACKAGES

Monthly Accounting and Bookkeeping, Bank & Credit Card Reconciliations

Monthly Accounting and Bookkeeping, Bank & Credit Card Reconciliations
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Review AR, AP and Expense Tracking

Review AR, AP and Expense Tracking

Dedicated Account Manager

Dedicated Account Manager

Monthly Financial Reports

Monthly Financial Reports

Monthly Financial Review Meeting

Monthly Financial Review Meeting

Phone and Email Support

Phone and Email Support

Payment Processing Reconcilation

Payment Processing Reconcilation

Overhead and Profitability Analysis

Overhead and Profitability Analysis

Payroll Support

Payroll Support

Sales Tax Filing

Sales Tax Filing

Budget & Cash Flow Forecasting

Budget & Cash Flow Forecasting

Monthly Financial Review & Strategy Meeting

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.