GRACE FINANCIAL & INSURANCE SERVICES
Accounting Services
Fundamental
Fundamental
Fundamental
We Provide Accounting for:
✅ Up to 3 bank/credit card accounts
✅ Weekly accounting
✅ Dedicated team
✅ Cash basis
✅ Payroll up to 5 employees
Growth
Fundamental
Fundamental
We Provide Accounting for:
✅ Everything in Fundamental, plus:
✅ Up to 6 bank/credit card accounts
✅ Cash or modified accrual
✅ Semi-annual tax consult
✅ Payroll support up to 10 employees
Scale
Fundamental
Scale
We Provide Accounting for:
✅ Everything in Fundamental & Growth, plus:
✅ Up to 12 bank/credit card accounts
✅ Custom chart of accounts
✅ Bi-weekly calls
✅ Payroll support for up to 20 employees
Tax Planning
- Year-Round Tax planning
- Corporate and Personal Tax Preparation
- Bi-Annual Planning Meeting
- Track Cash Flow
- Reconcile Monthly Expenses
- Our dedicated CPA Tax experts maximize your tax savings
Fractional cfo
Your Designated Part Time CFO
- Establish a sound foundation
- Create a business case for leadership
- Explore technologies, enhance processes, and upskill your people
- Create scalable solutions for your business
- Structured cash flow optimization, budget forecasts and financial roadmaps
- Expansion planning, develop strategies for sustainable growth, investments and other initiatives with confidence
Let's Connect
Get the part-time CFO you need to grow your business. From building financial strategies to building budgets, managing cash flow, and raising capital—you’ll feel like you have a full-time CFO without the in-house price tag.