Agility Lite

Designed with the needs of very early stage companies in mind, Agility Lite was created to provide customized and affordable bookkeeping, operational accounting and reporting support needed to meet the demands of a newly formed entity with limited financial resources and human capital.

Services include:

  • Accounts Receivable (billing and collections)
  • Accounts Payable (processing of invoices and bill payments)
  • Bank transaction coding
  • Payroll
  • Monthly accrual based accounting and financial close
  • Monthly financials package (balance sheet, income statement, statement of cashflows)

Optional CFO services are also available for higher level analysis and support to help early stage companies grow and include:

  • Monthly financial review
  • Budget to actuals reporting (budget development excluded; budget development services available and billed on hourly basis)
  • Ad hoc advisory

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