Your books closed by the 8th business day. Guaranteed.
For owner-run Florida companies between $1M and $10M. Every bank, card and loan account reconciled to its statement, checked by Bart Kowalczyk, CPA, and delivered as one page you can read in two minutes. The year-end business return is included for every year we close in full.
- Day 8books closed and reconciled, every month
- $1,950a month, flat, up to 300 transactions and 4 bank, card or loan accounts
- 48 hoursfor the free review of your books
Three signs the books are working against you.
Last month's numbers show up near the end of this month.
By then the job that lost money is finished, and the next one is priced the same way.
The tax bill is the first time anyone talks about profit.
The books get cleaned up for the return, then drift again for eleven months.
You ask a simple question and wait a week for the answer.
How much cash do we really have? Who owes us? Can we afford the new hire?
One page that tells you what to do, not a report that tells you what happened.
- Cash in the bank, the change from last month, and how many weeks of operating cash that is.
- What moved and why: every line that moved more than $1,000 and 10 percent, with the cause from the ledger.
- Who owes you and who you owe, by name, with anything over 60 days highlighted.
- What needs your decision, and the open items with who they wait on.
- The full workbook behind it, with every account matched to its statement.
Closed and reconciled by business day 8, guaranteed.
If we miss it for a reason on our side, 10 percent comes off that month's fee. The guarantee depends on your statements being available by the end of business day 2 and each question being answered within 2 business days. The credit goes on your next invoice without your having to ask.
How the guarantee worksNo hourly bills. No March surprise.
Each package includes the close by business day 8 and the year-end business return for every year we close in full.
Close
$1,950 a month
Up to 300 transactions and 4 bank, card and loan accounts a month. The owner page and a quarterly call on the numbers.
Close + Controller
$3,250 a month
Up to 800 transactions and 8 accounts. Receivables and payables followed up, Florida sales tax returns prepared, payroll tied out, job or customer margin, a monthly call.
Close + CFO
By arrangement
Everything in Controller, plus inventory costing, a 13-week cash forecast and budget, and reports for your bank, board or bonding agent.
Signing offerSign by November 15 and your monthly fee is locked for two years. Details
Built for the companies that keep Southwest Florida running.
Every trade has its own traps in the books. These are the ones we look for first.
Invented example company
Two minutes on your side. A short written report in 48 hours.
Give us accountant access, which we only read. Within 48 hours you get two to four pages: one number for what is at stake in the first year, five findings ranked by dollars with the evidence and the fix, your margins against your industry, and a 90-day plan.
No charge and no obligation. If the books are fine, the report says so.
Bart Kowalczyk, CPA
Bart Kowalczyk, CPA, started his career in public accounting and has spent the years since running finance for owner-run companies. He has been on both sides of the table: the firm that sends the report, and the business that has to act on it. Bayfront is built for that owner. You get your numbers on time, in plain English, from the person who closed them. He lives in Nokomis with his family.
More about Bart