acorn
think of us more like your small business therapist. we lean in and listen
with acorn, now you get a genuine partner that learns what makes your business special. Cherie & Patrick answer your questions, listen to your vision, and proactively provide insights.
together, let's make your business the best it can be.
Services
Bookkeeping
Know where you stand and be able to make good decisions. No more guessing. We keep all of your financial accounts matched to the bank. Every. Single. Month.
Common Sense Guidance
Levelling up requires careful management of your people, money, and time. We help you plan for long term success.
Coaching
Starting a new venture, expanding your company? More than just the numbers, we can be your sounding board to plan the next steps.
together we'll create a package that works for your needs
for startups and micro-businesses, we can work with you starting at $125/month
do you have a larger, more complex business? to keep everything well run including payroll, managing employees, and multiple bank accounts, we offer more starting at $400+ per month.
monthly
acorn monitors and manages your cashflow to make sure you're profitable and maintaining good relationships with your vendors.
- bills: reviewed and paid
- invoicing: capturing every dollar you've earned
- expense tracking: record all of your costs
- payroll: not just run. discussed, budgeted, and tracked
everything you don't have the time to track yourself but critical to keeping your business running.
quarterly
we check-in with you and give you a comprehensive report on the health of your business, opportunities going forward, and ways we think you can become a better entrepreneur
tax time
....doesn't have to be scary. we partner with your cpa to make sure you're always planning ahead. when it's time to prepare your taxes your books will be ready to go
what kind of businesses do you work with?
creative agencies, architects, engineers, recruiters, photographers, attorneys, and many more
what software do you use?
quickbooks
can you prepare and file my tax returns?
no. we do not offer any tax preparation, filing, nor advice. please seek a qualified CPA
will you help me "fix" my books?
yes. we clean up, setup, and fix messy bookkeeping all the time
my current system is a shoebox. can you help?
absolutely. from a pile of receipts we will set you up to track everything in quickbooks.