Fidelis Consulting

With a focus on affordable bookkeeping and tax preparation services, and access to fractional CFO services, Fidelis is a smart addition to your business.

Subscription Packages (price based on monthly expenses)

• Monthly Bookkeeping, Accounting, and Reporting
  • A dedicated financial team handles your bookkeeping and accounting so you can focus on running your business
  • Month-end accounting guarantees an accurate, ongoing financial picture.
  • Industry-specific reporting creates informed decision making
  • Personalized, expert support from Fidelis helps you understand what your finances mean
  • Predictable, transparent pricing for the fraction of a full-time employee
  • 10% off all services for the Re4ormed community
• Annual Tax – (available to monthly bookkeeping clients)
  • Fidelis prepare and file your business state and federal taxes.
  • Fidelis projects your estimated tax liability to drive decision making.

Custom Services and Add-Ons

• Virtual CFO Services –(available to monthly bookkeeping clients)
  • Budgeting – Are you on track, making enough, or spending too much?
  • Profitability Analysis – Are you profitable?  Which products or services are profitable?  Locations?
  • Cash Flow Analysis – How long until you run out of money?  How do you get more money?
  • Process Advisory – Is there a better way?  New technology?
  • Coaching and Strategic Planning – What are your goals?  What is your strategy and tactical plan to achieve them?
• Tax services – (available to monthly bookkeeping clients)
  • 1099 preparation and filing – Fidelis files these on your behalf each year.
  • Government notices – Fideleis handles these as they come in to keep you in good standing with the government.