Our Services

Virtual Bookkeeping

Whether you’re just starting out or you’re a seasoned professional, a successful coach’s time is most valuable when spent growing their business, not managing their books. We offer customized packages with our clients’ specific goals in mind to help ease the burden of managing business finances.

Services include, but are not limited to recording and categorizing financial transactions, account reconciliations, preparation of financial reports, receipt management, virtual financial meetings, and unlimited email support.

Packages start at $500/month.

Outsourced CFO

As your business grows and you’re ready to make more significant and impactful decisions, it’s important to have a financial ally on your team. Our outsourced CFO service goes beyond bookkeeping fundamentals as we dive into financial strategy, budgeting, trend analysis, custom reports, and more.

We will continuously monitor your budget and cash flows and ensure you have systems in place to maximize your cash inflows and streamline your outflows. We will prepare, review, and discuss key ratios and trend analysis throughout the year while also incorporating customized services to meet your needs.

Packages start at $900/month.

Clean-up

We understand that bookkeeping and managing your finances can often take a back seat as you work to build your business and serve your clients. After all, you went into business to coach, not to handle the back office. Don’t sweat it, we’re here to help. Our clean-up service will get your bookkeeping up to date so you can confidently move forward.

We’ll ensure you have a cloud-based accounting software in place, review and update your chart of accounts, categorize all back-dated transactions, record any missing transactions, and perform all back-dated account reconciliations.

Pricing for clean-up services varies based on the level and timeframe of clean-up necessary.

At Soaring Financials, we know that for many small business owners, their personal finances are closely related to their business finances. And even once you have your business finances organized, your personal finances can still feel scattered.

We are working to become a certified Money Score Partner in order to provide our clients with a holistic financial service.