With our help you will
make
financial decisions
empowered
Our Services
Whether you’re looking for help at month end or need weekly financial support, Twofold offers thoughtful accounting services designed to meet you where you are and grow with you. Each service gives you structure, clarity, and calm so you can make decisions with confidence.
Explore our offerings below, then click to learn more about the support that fits your business best.
Month End Accounting
For business owners who want clean financials, without the chaos.
We’ll come in at the end of the month to create financials for your business and create meaning behind your numbers. This will save you time each month, and help you make informed decisions for the future.
Recording bank & credit
card activity
Monthly account reconciliations
Monthly financial reporting
Best for:
Small businesses
& sole proprietors
Starting at $500/month
Weekly Accounting
For businesses that need real-time visibility and hands-on financial support.
We support your business on a dedicated weekly schedule, so your financials stay organized and up to date, without the chaos of daily oversight. From invoicing to bill pay, we handle the details on our assigned day and send a weekly update!
Accounts payable management
& bill pay
Accounts receivable oversight
& recording deposits
Recording bank & credit
card activity
Monthly account reconciliations
Monthly financial reporting
Weekly email with key financial insights (customized to fit your needs)
Best for:
Businesses with invoicing and vendor payments
Starting at $1,750/month
Controller / CFO Services
For growing businesses ready
to lead with insight not
just hindsight.
This high-level service is ideal for companies that want a strategic financial partnership. Whether you already have a bookkeeper or use our other services, we’ll help you forecast, plan, and proactively manage your cash and growth.
Monthly or weekly financial reviews and strategy calls
Custom cash flow forecasting (weekly or monthly)
12-month budget planning & analysis
Custom financial dashboards and KPI tracking
Strategic guidance on upcoming decisions and financial goals
Best for:
Established or growing businesses that want strategic insight
Custom Pricing
Frequently Asked Questions
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How does pricing work?All recurring services have set monthly prices for the year. Project-based services will be charged per project which is determined at the beginning of the engagement. You won’t be charged surprise hourly fees because guess what, we don’t track our hours like typical firms!
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What are the payment terms?Recurring services are set up as auto ACH for the 1st of the month at the beginning of your engagement. Project-based services require a deposit and will be billed in milestones or upon completion.
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When will my account be worked on?At the beginning of your engagement, a set schedule will be set up for weekly or biweekly services so you know when to provide and receive communication. Monthly accounts will be worked on in the weeks following the end of the month.
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Do you prepare tax returns?We do not prepare tax returns, however, we will manage the tax return process for you and either use a partner firm to prepare your returns or work with your existing tax accountant to make the process as seamless as possible.
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Do you run payroll?We do not run payroll however, we have multiple payroll/HR support contacts that can run payroll for you or we can help you set it up to run yourself.
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What accounting software do you use?We use Quickbooks Online for all clients. We can migrate your system over or do a fresh setup for you. We can also access other CRM/project management-based software that integrates with QBO.
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What geographical locations do you service?While we are based on the East Coast, we will service businesses anywhere in the United States!
Below are some of our most frequently asked questions. Do you still have a question? Reach out and ask!