About

Why the reserve?

 

increased cash flow

No need to pay a full salary, benefits, or any other costs associated with hiring an employee. CFOs, Accountants & Bookkeepers are expensive - free up your cash and save money with our CFO Advisory or Premium Services as you need them.

save time & frustration

Save yourself the time and headache by letting us do some of your most daunting tasks. Outsourcing your finances takes less time than trying to do it all yourself.

PROFESSIONAL

With years of experience and formal education in Finance - you can trust you will get professional results and peace of mind.

flexible solutions

A full-time partner, occasional bookkeeping support, or anything in between. As your needs change - service packages are adjusted to meet you where you are in your business.

our goals for you

CLARITY

Not having a clear understanding of your business financials is like driving blind. We want to provide you the knowledge and guidance to understand the key elements of your business. This will help you effectively manage towards your goals.

CONFIDENCE

We want you to be confident in yourself, your business, your finances, your goals and your SUCCESS! You will gain peace of mind knowing you are making data driven decisions. Each month you will have a clear view of performance and annually, it won’t be such a chore to organize for your CPA!

GROWTH

With Clarity & Confidence, you will undoubtedly GROW your business. We help you define and understand metrics behind your financials and operations so you can:

  • Focus on Revenue Generating Activities

  • Plan for Growth

  • Increase Your Profits

FAQs

  • Each package is customized to fit the needs of your business. After our initial call a detailed proposal will be sent reflecting the full scope of work. See below for an example of what is included in our Premium Bookkeeping Package:

    Every month all business-related income and expense transactions are categorized and you’re issued monthly financial statement consisting of a Profit and Loss Statement, a Balance Sheet, and a Cash Flow Statement. These reports will help you understand your business' financials so you’re able to make informed decisions. These are typically required in order to do any tax planning or to fund your business with loans. Email and text support are also included.

  • Access to your business bank and credit card accounts is required in order to efficiently complete your monthly financials. Many banks allow for accountant (view-only) access to bank accounts. If your bank does not have this option, you can use an app to securely share your login information. Alternatively, you would be responsible to upload the necessary documents each month.

    In order to provide exceptional service you are expected to provide proper items requested during onboarding and regularly throughout the engagement. Depending on the cadence and type of package, I will also send a short list of questions as needed and reminder for documents when necessary. Timely responses are appreciated!

  • Yes. A Client Services Agreement is required for all services to ensure alignment in scope and expectations. You will be asked to digitally sign upon onboarding.

  • No, we do NOT HANDLE TAXES. It is strongly recommended to have both an internal (or contracted) finance partner, bookkeeper AND a tax advisor. Our focus is on giving you clear insight each month, helping you organize items that need to be documented and ultimately supporting you in growing your business.

Meet jessica, Founder

”My favorite part of working with small businesses is the collaboration and education around finance and operational processes. Knowledge is power and increased understanding often leads to profitable improvements. “

 

The last 15+ years I’ve served in various corporate Financial Planning & Analysis / Accounting roles with direct C-Suite Executive collaboration. Main responsibilities include financial reporting, managing P&Ls, system implementations, budgeting, and forecasting. Most recently, in a private equity services industry with revenues over $1B. I started The Reserve because I have a passion to help hard-working entrepreneurs be successful, grow their businesses and be in control of their financials.

 

  • Master’s of Business Administration - Finance Emphasis

  • 15+ Years Experience in Corporate Accounting / Financial Planning & Analysis