Holistic Financial Services Designed to Amplify Your Success
Fractional CFO | Strategy | Bookkeeping
You’re at a million
(or you're almost there)...
WANNA HIT 10 MILLION PLUS?
We’re all about giving you more freedom to focus on what you love while we guide the finances.
No matter which package you choose, our services are always holistic, straightforward, and strategic
Our 4 Pillars of Financial Alignment
THIS IS HOW WE GET YOU WHERE YOU WANT TO BE
.01
Foundation
A business without a strong foundation will fall. We’re here to set you up for long-term success, so we start by gathering data from the past and setting goals for the future so you can make smart, informed decisions.
This is where our onboarding process happens. You can expect to spend about 2 weeks in this phase of the process.
.02
Restoration
Garbage in, garbage out.
We set up the systems you need to analyze and clean up your data so you have reliable numbers to use when planning and forecasting future purchases, investments, and plans.
This cleanup phase of the process takes between 2-4 weeks based on the complexity of your business and books.
.03
Customization
We tailor your data to your long-term goals and industry benchmarks so you know what to offer, when to launch, and where to focus your creative genius. This is where we create a plan for you to get where you want to go!
It’s not enough to have a dream or a goal – we want to make sure your financial decisions, investments, and plans lineup with what you really want.
The customization phase of the process takes around 2 weeks to complete.
.04
Optimization
Once we have everything clean, in order, and customized to your goals and business – it’s time to optimize!
We’ll tweak and refine your plans based on trends, forecasting, and real-time results so you can plan your product and course launches, plan for price increases, shift roles in your business, and connect you with the professionals who will bring your plans to life.
This phase lasts for the duration of your time with Magnetic! We never stop optimizing your growth and success.
“They're just incredible, always teaching me something and has helped with the growth of my business.”
“I just want to give a little love and outshout to my bookkeeping team and financial consults over at Magnetic Bookkeeping & Consulting. They're just incredible, always teaching me something and has helped with the growth of my business. It's an amazing feeling to know my bookkeeping and finances are in order and it's allowed me to focus on what I'm good at. Thank you for the direction and support!”
-MAURA: SOCIAL WITH MAURA
Choose the service you need to grow
Fractional CFO
PERFECT FOR THE CEO (MAKING $250K AND ABOVE) WHO WANTS A SERIOUSLY STRATEGIC PARTNER TO JOIN THEIR LEADERSHIP TEAM WITHOUT THE HEFTY PRICE TAG OF HIRING A FULL-TIME CFO (CHIEF FINANCIAL OFFICER).
This service is completely customized to your needs, goals, and offers. We always start with ongoing bookkeeping services so we have accurate, reliable data to work with.
Choose what you need from our a la Carte Menu (aka word vomit all your problems to me and I’ll tell you exactly what you need).
Everything is completely customizable to your business, and we’ll help you figure out what you need
Here’s just a few things we can do in this package:
Financial strategy
Planning and analysis
Cash flow management
Financial reporting
Profitability improvements
Risk management
Mergers and acquisitions
Compliance and controls
Business growth plans
When you’re ready to partner with a financial team to create more ease, flow, and profitability in your life – we’re here for you.
Just the Books
PERFECT FOR THE CEO (MAKING $250K+) WHO WANTS ACCURATE, RELIABLE DATA AND A TRUSTED LIAISON BETWEEN THEM AND THE CPAS OR FINANCIAL ADVISORS ON THEIR TEAM
Like everything we do, your bookkeeping service is tailored to what you need and super strategic. Using our signature holistic approach, we’ll create and maintain a process that’s just for you – making sure every detail is captured, organized correctly, and always compliant for Uncle Sam.
This isn’t a step you can skip! Accurate books are the foundation of your continued financial success and growth.
Clean Up
PERFECT FOR THE CEO WHO WANTS TO GET BACK ON TRACK WITH YOUR NUMBERS AND BE READY FOR TAX TIME
Our clean up specialists will whip your books into shape, no matter how disorganized or chaotic they have gotten. No shame here! Just clean, accurate financials that give you the key information you need to confidently run your business.
Smart business decisions and major growth are grounded in organized, accurate bookkeeping. You need this information to guide your business and follow a strategy that will work for you.
Ready to make empowered financial decisions
WE’RE HERE TO GET YOU EXACTLY WHERE YOU WANT TO BE
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