Our nature challenges us to explore new ways to empower people with confidence and knowledge.

Over time we've earned a reputation for delivering excellence in finance, bookkeeping, accounting, and reporting functions.

How it works

Our process assures your company evolves with an explicit data-driven strategy, a SMART Roadmap, and the right amount of support to serve your needs. No company is too small or too large.  It’s all about the right fit.
 
Over time, our passion combined with our proven process will fundamentally change how your company operates and delivers value to customers.  We blend bookkeeping, accounting, CFO, and tax expertise into three unique and scalable offerings.  Taken together is how it works.

Some things are so important we must include them in every engagement.

Core Services

  • The right blend of personalized support and technology.
  • Valuable insights and knowledge with our SMART Roadmap.
  • A dedicated team of fully accessible, professional bookkeepers to compile your monthly financials.
  • A simple online portal to access your information and communicate with your bookkeeping team.
  • All your financial information presented in a clear, intuitive way; anywhere, anytime with simple, intuitive online visual reports.
  • A stress-free tax season. We prepare a year-end document that can be accessed directly by your tax professional.
  • A Year-End Financial Package.
  • Secure data transmission and storage.

We understand your business is unique.

Simple

Perfect for the start-up or small business with a cash orientation. Online reports provide an overview of revenue, expense, and profit plus the ability to drill down to the account and transaction level. We capture transactions directly from your banks, merchant accounts, and credit cards. Our focus is on monthly account reconciliation and preparing tax-compliant financials. We work seamlessly alongside systems and services you choose to operate your business. Your businesses’ average monthly expenses determine this plan’s price.

Simple Plus

As your company grows the Simple plan naturally scales up to Simple Plus. At any time, it’s easy to expand bookkeeping and accounting functions or add CFO and tax services. Examples of add-on services include but are not limited to payroll processing, payment processing, sales, and use tax filings, cash flow forecasting, budgeting, transition planning, and tax planning. During this period of growth and transformation, the Core Services, Quarterly Reviews, and Annual Planning process assure Fulcrum’s support remains closely aligned with your business vision and direction.

Select

Our Select services build on Simple Plus features and upgrade to a richer accounting platform with all the bookkeeping, accounting, CFO, and tax support your business needs. It’s likely companies requiring this degree of complexity are already using QuickBooks or something similar. A Consultation will show ways outsourcing to Fulcrum Accounting will enhance financial controls, data security, reduce risks, step-up the value of information, expand knowledge and add depth of your team.

Three scalable plans

Simple
Perfect for the small business with a cash orientation
Core Services
SMART Roadmap
Cash Basis Accounting
 
 
 
 
 
 
CFO Insights
 
 
Account Reconciliations
 
 
 
 
 
 
 
 
 
 
 
 
Simple Plus
Simple naturally scales up as your business grows
Core Services
SMART Roadmap
Cash Basis Accounting
 
Budgets and Forecasts
Business Planning
Capital Planning
Cash Flow Forecasting
CFO Analytics
CFO Insights
Internal Control assessment
Transition Planning
Account Reconciliations
 
Document Retention
Expense Management
Payables and Disbursements
Payroll Processing
Sales and Use Tax Returns
Audit Support
Fixed Asset and Lease Accounting
Report Customization
Tax Planning
Tax Resolution Support
Tax Return Preparation
Select
All the features to support your business
Core Services
SMART Roadmap
Cash Basis Accounting
Accrual Basis Accounting
Budgets and Forecasts
Business Planning
Capital Planning
Cash Flow Forecasting
CFO Analytics
CFO Insights
Internal Control assessment
Transition Planning
Account Reconciliations
Billings and Collections
Document Retention
Expense Management
Payables and Disbursements
Payroll Processing
Sales and Use Tax Returns
Audit Support
Fixed Asset and Lease Accounting
Report Customization
Tax Planning
Tax Resolution Support
Tax Return Preparation

No company is too small or too large

People, process, data connectivity, and the know-how to deliver collaborative online bookkeeping, accounting, tax, and CFO services for the small business.