New Life Financial Services
New Life Financial Services
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Services Offered

Bookkeeping

$450/Month

Our Bronze service introduces you to all that New Life can bring. Our bookkeeping service includes:

  • Chart of Accounts customization
  • Financial statement reporting customization
  • Weekly bookkeeping/data entry
  • Monthly reconciliations
  • Weekly financial portrait sent via email
  • Unlimited questions via email

*Suggested for clients with $250k+ in Revenues

Schedule Now

Controller

$1,300 - $2,500/month

Our Silver service offers huge time and cost savings. See what our service includes below:


  •  Everything in Bronze plus,
  • Ongoing accounting/bookkeeping  oversight 
  •  Monthly oversight of month-end close process 
  •  Monthly review of financial reporting package via video/in-person meeting
  •  Ad hoc improvement to monthly reporting 
  •  Ongoing treasury/cashflow management 
  •  Financial Statement Audit/Attest Support 

*Suggested for clients with $500k+ in Revenues

Schedule Now

CFO

$2,500 - $5,000/month

Our Gold service offers your company access to transformational insights and guidance. See below for details:

  • Everything in Silver plus, 
  • Strategic analysis and financial modeling 
  •  Annual budgeting and forecasting 
  •  Defining KPIs to evaluate business performance 
  •  Ongoing review and analysis of financial performance via a weekly check-in
  •  Ongoing oversight of financial reporting and operations 
  •  Cash Flow Analysis & Management

*Suggested for clients with $1M+ in Revenues

Schedule Now

Tax Services

Personal Returns

Personal Returns

Personal Returns

Ask about pricing

Includes:

  • Tax Return Preparation (1040)
  • Tax Return Review
  • Digital Document storage


Schedule Now

Business Returns

Personal Returns

Personal Returns

Ask about pricing

Includes:

  • Tax Return Preparation (1120s,1065)
  • Tax Return Review
  • Digital Document storage

Schedule Now

Tax Advisory

Personal Returns

Tax Advisory

Ask about our 3 Tier pricing

Includes:

  • Unlimited emails
  • Tax strategy meetings
  • Reduction in tax liability and greater savings!

Schedule Now

Frequently Asked Questions

Please reach us at nathan@newlifefinancialtn.com if you cannot find an answer to your question.

A fractional CFO or controller performs identical duties to that of an in-house CFO or controller, but typically for smaller businesses. 


You can think of a controller as the mastermind behind the numbers. This role establishes the accounting department and assists the CEOs or Owners by overseeing the business's financial management.


A CFO does all that the controller does, but additionally works with the owner to set the financial strategy for the company going forward.


The role of a fractional accountant has grown in popularity due to its time and cost savings. For example, the average salary for an in-house bookkeeper is about $63,000/yr. However, my monthly rate will only costs at most $5,000. I am able to achieve this by leveraging technology and my expertise.


The cost savings for controllers and CFOs are exponentially higher. But more than cost savings, these roles provide financial clarity and insights. This can increase the likely hood of your business succeeding and growing by 10x.


Unfortunately I only do tax services for existing bookkeeping or outsourced accounting clients. I would be happy to refer you to another qualified professional though.


Our bookkeeping service agreements require a 30-day notice of cancellation. But our controller and CFO services can be canceled anytime.


Although we are primarily a virtual firm, we are happy to arrange meetings for clients located in Tennessee, Kentucky, and Alabama.


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