You started your business with a passion, a passion which likely had nothing to do with spreadsheets, account reconciliations, and day-to-day recordkeeping. However, these things are important to ensure accurate and timely financial reports can be generated to assist you in making business decisions which will help you continue to run and grow a profitable business.
Caalm Accounting Solutions was also created from a passion, a passion which has everything to do with spreadsheets, account reconciliations, and day-to-day recordkeeping. We work with you and your team to provide an understanding of the financial health of your business and provide advice and solutions to help you reach your goals.
At Caalm Accounting Solutions we customize our approach to provide the services you need, when you need them. From ad hoc back office services to tailored full service solutions, we take care of the numbers, so you can take care of the business.
Starting at $450/mo
Starting at $1,000/mo
Starting at $2,500/mo
Our services can be customized to meet your unique needs. We're here to help, whether you need temporary support or assistance with a special project.
Our goal is to bring value to your business by identifying and minimizing your current pain points when it comes to financial reporting, so you can grow your business and meet your financial goals. Although you may not speak the language of accounting, our goal is to break down the language barrier to help you understand the financial health of your business and make this process as convenient for you as possible. Together we will walk through the following stages to ensure we are providing the best possible service for your needs.
During this time, we will get to know you and your business. We want to understand how your business currently operates, your short and long-term goals, and the challenges you are facing in reaching those goals. Together we will determine what services will provide the most value and insight to your business and provide opportunities to improve upon the challenges you're currently facing. We will then put together a proposal that will detail the specific services to be provided and the related fees for your review.
Upon agreement to the terms of service, we will meet with you and your team to establish and set expectations for any key deliverables for the services we are providing. We will obtain any necessary company information and develop processes to support the services we are providing. We will also establish the set up and/or access to any technology necessary for the completion of the services.
Throughout the month, we will complete the accounting services based on the established processes and provide any applicable reporting to you on a timely basis. Our reporting can be customized to the financial information and KPIs that are important to you.
At Caalm Accounting Solutions we believe that getting to know our clients and introducing our clients to our processes and procedures is an invaluable part of building our relationship and providing exceptional service to you. This is a necessary part of the client experience and one we believe allows us to build rapport with you and your team. The onboarding process can range between 30 and 60 days, depending on the size and complexity of the company and the current state of the accounting records. During this time we will implement the agreed upon processes and procedures, set up and ensure access to all technology platforms and ensure all the historical information is appropriately accessible.
No, we do not charge additional fees for our onboarding services.
If you identify additional support for which you would like our help during the onboarding period, or at any time, we will provide you with a separate fee estimate for the services. For instance, if your desire is for us to apply updates or changes to the presentation of historical information, or complete any other projects separate from the terms of our service, there may be a separate project fee.
For our tailored solutions clients, you will receive an invoice for the predetermined monthly fee at the end of each month.
All other services will be billed at our hourly rates at the end of each month.
As a tailored solutions client, you will only receive a separate invoice for services requested outside of the predetermined service agreement. In these cases, you will be notified prior to the start of any work of the separate fee.