STARTING AT $500/MONTH
Streamline your business finances by bringing Bloom on as a regular member of your team.
✔ One-time diagnostics for your records
✔ Set up and integration (if needed)
✔ Categorization of All Transactions in QuickBooks
✔ Monthly Account Reconciliations
✔ Monthly Financial Reports and Customized Reports for analysis
✔ Sales Tax Set Up & Management
✔ Collaboration with Your Tax Professional
✔ Annual 1099-NEC Filings
✔ Unlimited Email/Text Support
✔ Monthly or Quarterly Check-in Calls
✔ AND MORE! We’re happy to customize to your needs.
Starting At $250.00
Do you already have your life together, but want to make sure you maximize your deductions? Our dedicated team customizes tax solutions to meet your specific needs and goals.
Learn from the best! Meet with a seasoned money pro who will help you unleash your potential to organize, strategize, and confidently grow your business.
Imagine if you could…
✔ Have the freedom to get back what you do best.
✔ Feel confident your taxes have been filed for maximum deductions.
✔Feel excited when someone asks you about your 5-year plan. Because you not only have one, you know you’re going to reach it!
We understand that you’ve been acting as every C-level executive in your company for such a long time that it might be hard to imagine NOT doing it all. But trust us; bringing Bloom on as your CFO will free up so much time and brain power. Payroll, quarterly taxes, deductions – all the things that send most business owners into nervous sweats – are our favorite!
CUSTOM CLEAN UP
You’re juggling a LOT and your books aren’t up to date. That is totally normal and happens to the best of us. Let Bloom do a deep clean of your accounts to set you back on track. We’ve been doing this for a long time, so no matter your situation, don’t worry. We’ve seen worse.
✔ Deep dive diagnostic into all financial reporting
✔ Full report on problem areas
✔ Suggestions on solutions and how to avoid similar issues in the future
✔ Help reaching that looming April 15th deadline
Scrambling to get your books in order before April 15th? Need to navigate unexpected financial changes? Take a deep breath and leave it to us.
Scrambling to get your books in order before April 15th? Need to navigate unexpected financial changes? Take a deep breath and leave it to us.
Think of us as your CFO on demand. Let us handle your day-to-day financial tasks while you get back to the creative stuff you love.
Think of us as your CFO on demand. Let us handle your day-to-day financial tasks while you get back to the creative stuff you love.
Congratulations! You’re taking the first step to financial freedom. It’s time to understand where your money goes so we can celebrate when your money grows.