Our Mission
We believe that our clients’ success is our success. We provide high-value outsourced Fractional CFO, Bookkeeping, Tax Planning, and HR Compliance Services to growing businesses. We help our clients achieve their financial goals while mutually pursuing profitability.
Our Services
Our team of professionals use secure cloud based technology and a proven processes to deliver a full suite of services. We are not your typical accounting firm, our firm is completely virtual, which allows us to work with companies all across the nation.
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Prepare forecasting models and perform scenario planning based on different assumptions.
Optimize & analyze forward-facing financial plan to direct decision making.
Prepare company wide budget.
Monitor the month to month execution of the plan against budgets vs. actuals.
Participate in board/leadership meetings and hold Zoom/phone meetings with CEO and organizational leaders.
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Record day to day business transactions.
Prepare customer invoices.
Process and pay company bills.
Monthly account reconciliations
Oversee and manage vendor compliance.
Create custom reports and analysis.
Prepare and issue monthly financial statements
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Analyze both business and personal financial situation to create a plan that ensures all elements work together to allow you to pay the lowest taxes possible.
Prepare monthly/quarterly and annual tax filings to federal and state agencies.
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Process company wide payroll.
Prepare payroll tax filings.
Perform HR compliance assessment and issue compliance recommendations.
Prepare employment documents, such as employee handbook, offer letter templates, and job descriptions.
Provide copies of required federal and state posters.
Source medical/retirement benefits.
Business Packages
Choose one of the following business packages to meet your current and ongoing needs for reliable and predictable accounting and finance activities.
Packages do not include Annual Federal Tax Return Services
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Business Pro $1,750 / month
This package has everything you need with essential items for understanding the financial health of your business. This package is ideal for businesses that need bookkeeping support but aren’t ready to hire a full-time employee.
Bookkeeping and Payroll
Update Online Accounting Software File
Revenue and Expense Entries
Account Receivable and Accounts Payable Reporting
Reconcile 5 Accounts a Month (150 transactions or less)
Payroll for up to 8 Employees and/or Contractors
Annual Payroll Documents (W2/W3 and 1099)
Monthly Financial Statements and Custom Reports
Monthly/Quarterly State Business Tax Filings
Annual Depreciation Update
Quarterly Financial & Business Consulting
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Business Suite $2,800+ / month
This package is perfect for businesses that need a Finance & HR expert on their team. It’s ideal for clients that need to hire a full-time accountant but want to save on the cost of hiring an internal employee.
Fractional CFO Services
Tax Planning Sessions
Bookkeeping and Payroll
Update Online Accounting Software File
Revenue and Expense Entries
Account Receivable and Accounts Payable Reporting
Reconcile 5 (Bank or Credit Card) Accounts a Month (200 transactions or less)
Payroll for up to 25 Employees and/or Contractors
Annual Payroll Documents (W2/W3 and 1099)
Monthly Financial Statements, Custom Reports, and Quarterly Expense Analysis Report
Monthly/Quarterly State Business Tax Filings
Annual Depreciation Update
Consulting Services
Not ready to offload all of your back office accounting tasks? Become a consulting client and work with Financial Design on an as needed basis. Our consulting services offers coaching, accountability, and assistance. We generally work with clients on special projects or ad hoc reporting.
WHAT ARE PEOPLE SAYING ABOUT US
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Hannah Williams
As a full-time creator, I'm forever grateful that I found Stephanie and her team! I can't count how many times she has not only saved my butt financially but has also given me priceless advice and guidance. When I first found Stephanie's firm, I figured I was just going to get someone sending me a balance sheet each month telling me if my business was in the red or green. I got so much more than that! Stephanie and her team immediately got to work organizing my chaotic finances and stepped into a true leadership role, serving more or less like my Chief of Finance. I always look forward to chatting with her too because she breaks down complicated things in a way I can understand, and I feel like she genuinely cares about me and my business. The cherry on top: Stephanie and her team are incredibly kind, intelligent, and easy to work with, truly a dream come true! So if you're a creator or small business owner and want to grow your business but have no idea how to manage your finances, stop searching for the right team to help you, because they're right here!
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Ann Marie Wakula
“I started my online coaching business in January 2020, almost 2 years ago. My biggest regret is not hiring Stephanie (Financial Design) sooner. In the two short months we've been working together, my financials are in line with my income goals. In the past, I'd write my ideas of projections in a Google doc, with no real plan on how to achieve them. Stephanie's knowledge of the online service provider industry has been incredibly insightful. She even gave me a very specific and attainable goal for recurring revenue to finish out 2022. Her expertise has allowed me to zero in on what is important for the remainder of the year. So no more throwing numbers out there and seeing where I end up, or manifesting next month's revenue goal. I now have actionable, attainable goals to achieve...and so much clarity!”
