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FOUNDING YEAR
2015
NUMBER OF EMPLOYEES
6 - 20 employees
LOCATION
National (U.S.)
SUPPORT
Standard Support
SOFTWARE
Bean Ninjas
Monthly Bookkeeping Using accrual accounting to keep your books up-to-date and compliant with monthly reconciliations in Xero
Tax Compliance and Planning
We’ll also help you optimize your tax position, while still fully compliant.
Inventory Accounting
Manage your month-end close processes, including accurate inventory forecasting and reporting.
Financial Reporting
Run regular financial reports on everything from top-line revenue to analyzing your profitability by SKU to identify your most profitable and least profitable products. So, you can make more confident business decisions based on accurate, real-time financials.
Payroll Process pay runs, issue payslips, track timesheets and paid time off, and handle payroll tax and reporting.
1:1 Financial Advisory Services
Get personalized financial advice each month on everything from cash flow forecasting to preparing for a life-changing business exit.
Minimum Financial Requirements
Annual Income
No minimum required
Annual Revenue
No minimum required
Services Offered
Client Type
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Clients who would be a good fit
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High-growth DTC/SaaS companies: 7-8 figure revenue, scaling rapidly. Small core teams: Collaborative and open to agency partnerships.
Focused on growth: Seeking to increase revenue, market share, and customer acquisition.
Innovation-driven: Embracing new technologies and strategies to stay ahead.
Customer-centric: Prioritizing customer satisfaction and loyalty.
Clients who wouldNOTbe a good fit
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Slow-growth or stagnant businesses: Not actively seeking growth or expansion. Large, bureaucratic organizations: Difficult to collaborate with due to internal processes and hierarchies.
Focused on cost-cutting: Prioritizing cost reduction over growth and innovation.
Resistant to change: Unwilling to adopt new technologies or strategies.
Customer-indifferent: Neglecting customer feedback and prioritizing profits over customer satisfaction.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.