OUR SERVICES
Bookkeeping & Financial Systems
Business Stack Tools: QuickBooks, Xero, Synder, Shoeboxed, MRPeasy
Services Include:
- Custom Chart of Accounts setup
- Monthly bookkeeping & bank reconciliations
- Financial report preparation
- Inventory, payroll, and cost-of-goods tracking
- Integration with cloud-based accounting tools
Tax Preparation & Compliance
Business Stack Tools: Shoeboxed, QuickBooks, Synder
Services Include:
- Personal and business tax returns
- Sales tax filings (monthly/quarterly/annually)
- IRS-ready documentation with audit trails
- Expense categorization using AI-powered tools
Fractional CFO
Business Stack Tools: Synder, QuickBooks, monday.com
Services Include:
- Budget vs. actual analysis
- KPI dashboards & financial forecasting
- Scenario planning using integrated tools
- Ongoing cash flow management
🧰 Operations Setup & Automation
Partner Stack Tools to Recommend: monday.com, Zapier, HubSpot, PandaDoc
Services Include:
- Workflow design and documentation
- Task management and automation setup
- CRM and project management configuration
- Onboarding & SOP creation with automations
🛠️ Business Startup & Entity Formation
Partner Stack Tools to Recommend: PandaDoc, QuickBooks, Warmy.io
Services Include:
- LLC/corporation filing and EIN registration
- Startup checklists and compliance tracking
- Free tools bundle for new businesses
- Email outreach setup (e.g., Warmy for cold emails)
📣 Sales, CRM, and Client Management
Partner Stack Tools to Recommend: HubSpot, monday.com, Roster, Outgrow
Services Include:
- CRM setup and contact segmentation
- Sales funnel consulting & tracking
- Customer retention strategies
- Custom landing pages & client surveys
👩🏽💻 Digital Tool Integration & Training
Partner Stack Tools to Recommend: ALL relevant tools
Services Include:
- SaaS tool onboarding for your team
- Weekly automation tips & walkthroughs
- Email + video training content
- Tool stack optimization for scalability
🧪 Custom Business Assessments
Partner Stack Tools to Recommend: Outgrow, Shoeboxed
Services Include:
- Interactive financial health checkups
- Operations audit & workflow grading
- Lead-gen assessments embedded with PartnerStack tools
- Delivered as lead magnets or paid reports
🔐 Password & Security Management
Partner Stack Tools to Recommend: 1Password, Passpack
Services Include:
- Password storage setup
- Two-factor authentication implementation
- Team access control policies
- Cybersecurity readiness audit
Blog
Explore expert insights, tips, and resources crafted to help food entrepreneurs thrive at every stage of their journey.
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