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At PlanBuddy US, our commitment to excellence is evident in our comprehensive range of services tailored to meet the diverse needs of our clients. Whether you’re a startup navigating the complexities of financial management or an established enterprise seeking strategic financial advice, PlanBuddy US is your steadfast partner. For startups, we provide essential support, from meticulous cash flow tracking to strategic financial planning, setting the stage for sustainable growth. Established enterprises benefit from our seasoned professionals who deliver insights aligned with long-term objectives. At every stage of your business journey, PlanBuddy US stands as more than a service provider—we are a dedicated ally, ensuring your financial success with a partnership built on excellence and reliability.

List of Services, we offer to our esteemed clients

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Business Bookkeeping

  • Entering purchase ledger documents.
  • Entering sales ledger documents.
  • Preparing Bank and Credit card Reconciliations.
  • Preparing Financial Statements
  • Preparing Accounts Payable and Receivable reports
  • Track inventory
  • Mail management – Vendor and Customer Follow-ups
  • Tax forms (1099s)
  • Payroll Accounting
  • Sales Tax filing

Other Services

  • Trade Spend
  • Other Management Reports
  • Internal process controls and process documentation

Cash Flow Management

  • This helps a company avoid damaging its relationship with creditors by not paying bills on time and being forced into bankruptcy.
  • This helps you identify how much money your business needs to cover debts and future expenses, like paying staff and suppliers.
  • Obtaining an appropriate line of credit
  • Cash collection acceleration techniques
  • Proven effective collection policies

Part Time CFO

  • Financial Statements review and guidance
  • Budgeting and forecasting
  • Cash flow projections
  • Insights into where you can reduce expenses, increase revenues, decrease risk, and/or benefit from financial opportunities
  • Chart of accounts optimization
  • Accounting system selection, setup
  • Accounting process setup, improvement, and documentation
  • Accounts receivable support and analysis
  • Accounts payable support and analysis
  • Audit assistance and coordination with an external auditor

Why Choose Outsourcing with PlanBuddy?

Choosing us means selecting a partner dedicated to providing reliable, efficient, and strategic financial management services. We prioritize the financial health and success of your business, allowing you to navigate the complexities of financial management with confidence.

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Experienced CFO Oversight

We provide seasoned CFO oversight, ensuring that your company benefits from the strategic financial direction needed for success. Our CFO is committed to managing the financial actions of your company with a focus on enhancing strengths and addressing weaknesses.

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Comprehensive Cash Flow Management

Our expertise extends to meticulous cash flow management. We track the inflow and outflow of your business's finances, preparing detailed cash flow statements that describe changes in your business's financial position. This empowers you to predict and plan for the future availability of funds.

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Financial Planning and Analysis

Beyond tracking cash flow, we engage in comprehensive financial planning and analysis. This involves evaluating your company's financial strengths and weaknesses, and proposing corrective actions where necessary. Our goal is to help your business make informed and strategic financial decisions.

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Efficient Bookkeeping Services

Bookkeeping is a crucial activity for decision-making and business growth. As your trusted outsourcing partner, we take care of your books efficiently, allowing you to focus on more critical aspects of running your business. Say goodbye to concerns about overpricing, lack of quality, and delayed delivery.

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Focus on Your Business Priorities

We understand that, as a small and medium business owner, your time is valuable. By entrusting us with financial responsibilities, you can redirect your efforts towards more important tasks. Let us handle the financial intricacies while you concentrate on growing and managing your business effectively.

Free Trial Jobs to Experience Our Expertise

At PlanBuddy, we offer trial jobs at no cost, allowing you to experience our expertise firsthand. Get in touch with us to explore how our services align with your needs. Test our capabilities and witness the efficiency and quality we bring to your accounting operations without any financial commitment.

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Frequently Ask Question

A CFO is crucial for managing the financial actions of your company. Our experienced CFO oversees financial planning, analyzes strengths and weaknesses, and proposes corrective actions. This strategic leadership ensures the financial health and success of your business.

Cash flow management involves tracking the money coming in and going out of your business. We prepare detailed cash flow statements based on your activities, enabling you to predict future fund availability. This proactive approach empowers your business with financial foresight.

Bookkeeping is essential for informed decision-making and effective business management. As your trusted outsourcing partner, we handle bookkeeping efficiently, ensuring accurate records and freeing up your time to focus on critical aspects of business growth.

Our financial planning and analysis go beyond cash flow tracking. We evaluate your company's financial strengths and weaknesses, providing strategic insights. This comprehensive approach ensures that your business makes informed and strategic financial decisions for sustained success.

We prioritize reliability, efficiency, and strategic guidance in financial management. Our team, including an experienced CFO, is dedicated to providing top-tier services tailored to your business's unique needs. By choosing us, you partner with experts committed to your financial success.

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Client Testimonials

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Bringing in PlanBuddy's CFO expertise has been a game-changer for our tech startup. Their CFO not only tracks cash flow meticulously but also provides strategic insights into our financial strengths and weaknesses. This proactive approach has empowered us to make informed decisions and navigate the complexities of our industry with confidence. PlanBuddy is truly a trusted partner in our financial journey

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Outsourcing our bookkeeping to PlanBuddy has been a relief. As a small business owner, I needed more time for crucial tasks, and PlanBuddy delivered just that. Their efficient bookkeeping services have allowed me to focus on growing my business, free from concerns about overpricing or delayed deliveries. Choosing PlanBuddy was a decision that positively impacted the productivity and growth of my business.

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PlanBuddy's financial management services go beyond the ordinary. Their team, including an experienced CFO, has provided us with comprehensive financial planning and analysis. This strategic approach has been instrumental in making informed decisions for our consulting firm. PlanBuddy is not just a service provider; they are partners committed to our financial success. Highly recommended!