Financial Services.

I work with financial services firms — including registered investment advisors — who need more than basic bookkeeping. As your firm grows, your accounting needs to keep up: more entities, more oversight, more people relying on the numbers being right.

That's where I come in.

Services

I offer a suite of services to support growth:

  • Bookkeeping, accounting, payroll

  • Monthly reconciliations and financial reporting

  • Budgeting and cash flow forecasting

  • Intercompany reconciliations across related entities

  • Audit liaison and support

  • Coordination with your tax preparer at year-end

  • QuickBooks Online setup, clean-up, and ongoing management

Pricing.

I don't price by the clock. Pricing is based on the complexity of your business and the value of the work — not hours logged. We'll talk through your firm's structure before I quote anything, so the scope actually matches what you need.

Outsourced Package

Perfect for a business starting out, or those who do a lot of the bookkeeping themselves

* Monthly account reconciliations
* Monthly financial reporting
* Email support

Collaborative Package

Ideal for a growing business, needing additional insights.
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* Categorization of all financial transactions
* Accounts Payable management
* Payroll
* Monthly account reconciliations
* Monthly financial reporting
* Email, phone and shared screen support via Zoom

Strategic Package

A white glove, high-touch service supporting your growth.
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*Accounts Receivable management
*Cash flow projections
*Categorization of all financial transactions
* Accounts Payable management
* Payroll
* Monthly account reconciliations
* Monthly financial reporting
* Email, phone and shared screen support via Zoom​

Add ons​

HR support
Cap table administration
Facilitation of 409a valuations, R&D tax credits, treasury function
​Due diligence process management

CONTACT ME

“We have worked with Albion from day one of Open Raven after considering more expensive outsourced solutions. We could not be more pleased with our experience and would highly recommend Cara. She not only drove the set up of our back office and handles our day to day finances, but has helped with everything from employee onboarding to our 409a valuation. Cara has been a vital part of our team and an absolute pleasure to work with.

Dave Cole, co-founder and CEO, Open Raven