We speak your language. Bookkeeping, controllership and CFO-level strategy from one team, in plain English, on your schedule.
About 10 minutes. It covers how the engagement works, what lands in your inbox each month, and who does the work.
A quick chat with someone on the Liberty Horizons team. Tell us what you are working on. We will point you in the right direction. No sell.
Book a callSo here is the plain version. On the call we tell you which tier you are actually on, and we will say so if it is the cheapest one.
Every account reconciled, statements on a fixed date, and someone who explains what the numbers mean.
Margin by client, by service line, by month, and a rolling forecast you can plan against.
Someone to run the numbers with you before you commit, not after.
That is what the call is for. Tell us what you are working on and we will point you in the right direction. No sell.
No adjectives. This is the list.
There are old-school accountants who speak boomer-business. There are accountants fresh out of school who speak only compliance. We built the firm we wish existed when we started.
Most firms in this category say the words dedicated team and stop there. Here are the names, and you will meet them.
Sets the direction on every engagement and stays close to the accounts where the decisions are biggest.
Runs the numbers on your account month to month and is the person you talk to on your quarterly review.
Does the monthly close on your file, so the same person sees your books every month rather than whoever is free.
Both lists are honest. The second one matters as much as the first.
If you are not a fit we will tell you on the call rather than after you have signed something.
Answered here so you do not have to sit through a call to find out.
A fixed monthly fee, quoted once we have seen your volume. Three things move it: how many transactions run through the business, how many entities you have, and how often you run payroll. You get the number on the call, and it does not move month to month unless the work does.
Included: the monthly and quarterly list above, and your software licence. Not included and quoted separately: catching up books that are behind, and one-off project work like a lender package or a system migration. We tell you which of those you need before you sign anything.
Notice period to confirm with Anthony. Your books stay in your own QuickBooks or Xero file, under your ownership, and you keep admin access the whole time. Nothing is held hostage.
Often you do not, and we will say so. A bookkeeper records what already happened. What most owners at your size are missing is someone reading it and telling them what it means for the next decision. If your bookkeeper is good, we can work alongside them and take on the review and reporting layer instead of replacing anyone.
Year end looks backwards, once. This looks forwards, monthly. Your year-end accountant tells you what happened after you can no longer do anything about it. We are trying to get you the same information while there is still a decision in front of you. Plenty of our clients keep their year-end relationship.
Most businesses under a few million do not need one, and we will not sell you one. What they usually need is a clean monthly close and one good conversation a quarter. If that is you, that is what we will recommend.
No, and you are not unusual. Nearly every business that comes to us starts with books that need work. We go back as far as it takes, quote the catch-up separately so it is not buried, and there is no lecture about it.
Yes, and we would rather. It stays your file in your account. If you are on something else, tell us on the call and we will say honestly whether we can work in it or whether moving is the better idea.
We run a 90-day strategic process. Days 1 to 60 are the financial assessment. Days 60 to 90 are strategy implementation. From day 90 onward it is ongoing partnership and stewardship through each chapter of the business.
A review call every quarter with the person who does your work, not an account manager relaying messages. Between calls you message the team directly. Response commitment to confirm with Anthony.
You keep your QuickBooks. The file is yours and in your name the whole time, so leaving is a matter of removing our access. No lock-in and no black box. We will also hand over a clean closing position rather than walking away mid-month.
No, and we will not imply otherwise. We handle bookkeeping, payroll, tax filing and CFO work. Where something needs a licensed opinion we tell you and work alongside a CPA rather than pretending we can sign it. If you need an audit, we are not the right firm and we will say so on the call.
Five questions, about two minutes. If we are not the right fit we will say so on the call.
Book a call