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Elevate Your Business With Bespoke Financial Services

Discover our exclusive concierge accounting solutions tailored to your unique needs. We focus on driving growth, optimizing costs, and providing proactive support for businesses like yours. Let’s work together!

Experience a Partnership That Puts You First

Working with us means more than just managing numbers—it's about building a lasting relationship focused on your financial success. Together, we’ll unlock new growth opportunities while ensuring your finances are optimized for long-term success.

Annual Payment Discount

Enjoy a 40% discount when you choose to pay annually instead of monthly, maximizing your investment in your financial success.

Dedicated Expertise

Receive personalized support from an elite CFO strategist with over a decade of experience in accounting and eCommerce, committed to your success.

Exclusive Client Ratio

Enjoy focused attention with a strict 1:20 client ratio, allowing for a deep understanding of your unique challenges and opportunities.

Comprehensive Services

Access a full suite of offerings, including cash flow management, strategic planning, risk management, and tax optimization, all under one roof.

Clear Communication

Benefit from open communication and timely responses with a 48-hour customer service response time guarantee, prioritizing your needs. Plus, you'll receive premium support, ensuring dedicated attention and quick responses, along with the added benefit of your first month being free.

CFO Clients Receive

Clients in the highest tier receive a special anniversary gift each year, adding a personal touch to celebrating our journey together.

US and Canada Based

The benefit of working with the Concierge Accountant is all of our vendors & systems are US or Canada based.

Services

Tailored Financial Strategies

Tailored Financial Strategies

Outsourced Virtual CFO

Your Outsourced Virtual CFO Package is designed to provide customized financial leadership and elevate your business’s financial strategy. …
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Outsourced Bookkeeping

Our premium bookkeeping service provides reliable financial management with unmatched support and accessibility. Key benefits include:
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Outsourced Controller

The Accounting & Financial Strategy Advisor package offers a comprehensive approach to elevate your financial strategy. Key benefits …
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Partners

QuickBooks Online

FreshBooks

Xero

A2X

ConnectBooks

Zamp

Gusto Payroll

Ramp

Relay Banking

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