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With our help you will

make                   
      financial decisions

empowered

Work with The Happy Accountant

Chime Services

We have five plans to review below, see which suits you best!

Month End

Month End Accounting

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We’ll come in at the end of the month to create financials for your business and create meaning behind your numbers. This will save you time each month, and help you make informed decisions for the future.

Recording bank & credit card activity
Monthly account reconciliations
Monthly financial reporting

Starting at $250/month for sole proprietors
 

Starting at $500/month for entities with employees

Best for:

Small businesses &
sole proprietors

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Day to Day
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Day-to-Day Accounting

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Get weekly or bi-weekly support with your accounts payable and accounts receivable processes. We’ll even provide you with live-time financial figures so you can make empowered financial decisions for your business.

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Accounts payable management & bill pay

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Accounts receivable oversight & recording deposits

Recording bank & credit card activity
Monthly account reconciliations
Monthly financial reporting

Weekly or bi-weekly email update with key financial information (customized to fit your needs) 

Starting at $1,750/month

Best for:

Businesses that invoice their clients and receive bills from various vendors

CFO Support

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Are you ready to make big business decisions? With this option, we’ll supplement your basic accounting process with cash flow management, budgeting, forecasting, and basic strategic planning.

Consolidated financial reporting for multi-entity

Cash flow forecasting (can be weekly or bi-weekly with day-to-day accounting)

Budget preparation and budget vs. actual monthly reporting

Basic strategic planning & forecasting 
Financial KPI Monitoring & Reporting
Project Tracking & Reporting
Investor/Board Reporting Package
s

Custom pricing 

Best for:

Million dollar businesses that want to make more informed decisions

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CFO Support
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One Time Projects

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Some accountants aren’t down for a cleanup project…not us! We love the satisfaction of a one-time project. We’re here to get your books in order, set up new processes, or transform your accounting system. We’ll roll up our sleeves to tackle those dirty jobs for you including

Catchup or cleanup accounting services to get your books up to date

Setup of accounting policies and procedures

Implementation of a new accounting system

Audit support

Support in getting SBA loan or other financing

Custom pricing

Best for:

Businesses that don’t know where to start but are ready for a clean slate

One Time Projects

Two Hour "Audit"

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Are you a business owner managing your own books or seeking a comprehensive review of your bookkeeper's work? Our Two-Hour Audit Service is designed with you in mind.

30-minute introductory call

Comprehensive QuickBooks review

Assessment report

Client review

30-minute follow-up call

One time fee of $400

Best for:

Businesses that want a quick look into the current state of their financials

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Two Hour Audit

If you know you need help with your business’ finances, but aren’t sure where to start, then let’s chat!

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Schedule a call and we’ll figure out what service will empower you to make future financial decisions for your business. 

Frequently Asked Questions

Below are some of our most frequently asked questions. Do you still have a question? Reach out and ask!

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