McGhee partners with interior designers to reinvent overwhelming & inconsistent money systems into streamlined processes that prioritize ease, efficiency, and expansion so you can get back to the reason you started your business – creating beautiful spaces your clients love.
Bookkeeping services & financial management designed for growth.
That creative, inspirational spark that pushed you to start your interior design business in the first place? It can’t be the sole force in claiming long-term success. You know that scaling sustainably starts with understanding all facets of your business and preparing them to work toward your big goals – from marketing, project management, outsourcing, and more. And ultimately, what’s the backbone of all decision making in business? Money.
Luckily at McGhee, we know a thing or two about that.
But first, we’re here to remind you that gut feelings don’t grow businesses.
We go beyond good bookkeeping.
We help you welcome in wealth with confidence & ease.
Our meticulous yet easy to maintain processes and customized solutions zoom out to consider your business as a whole, allowing you to make informed money decisions & plan for booming growth.
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COMPREHENSIVE BUSINESS CONSULTING
After years of close partnerships with designers, our knowledge of your industry runs deep. Our services are tailor-made to align with processes, platforms, and softwares you use every day.
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SPECIALIZED INDUSTRY EXPERIENCE
Above all, you deserve to feel in control of your financial operations. We take the time to educate & formulate repeatable processes, so that you can be intentional & consistent even after our project has wrapped.
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ADVOCATES FOR AGENCY & UNDERSTANDING
$2,500
CFO Day
Building a scalable & sustainable business starts here. Each CFO Day allows for a deep dive into your choice of one of the key financial parts of your company– 1) Bookkeeping Systems, 2) Financial Accounting Operations or 3) Money Management – and leaves you with an action plan to ensure your processes are organized, efficient, and growth-centered.
One Time Investment starting at $4,125*
BOOKKEEPING FOUNDATIONS
Managing your books doesn’t have to be messy, confusing, or intimating. And it surely shouldn’t be pushed to the bottom of your priority list. (Feeling called out? Don’t worry.) We’ll take over with a detailed overhaul of your accounting & design project management software, cleaning up as we go and developing a custom-templated financial workflow to save time and beat stress, for you and your team.
*Inquire for a custom proposal based on your needed level of support
Investment $1,750.00-$2,500 a month*
MONTHLY RECURRING BOOKKEEPING
*Inquire for a custom proposal based on your needed level of support
Looking to bring a true financial partner onto your team? McGhee’s monthly bookkeeping goes beyond organizing & tracking your finances, we bring a comprehensive approach to managing your money systems by taking time to understand your business as whole and using our expertise to help you hit milestones.
Financial Consulting & Bookeeping Services
How can McGhee help your business reach next-level success?
Click on the services below to view a detailed breakdown including pricing and deliverables.
We go beyond
good bookkeeping.
We help you welcome in wealth
with confidence & ease.
You’re investing in us, so we’re invested in you.
You can always expect:
How can McGhee help your business reach next-level success?
Financial Consulting & Bookeeping Services
$2,500
01. CFO Day
Building a scalable & sustainable business starts here. Each CFO Day allows for a deep dive into your choice of one of the key financial parts of your company – 1) Bookkeeping Systems, 2) Financial Accounting Operations or 3) Money Management – and leaves you with an action plan to ensure your processes are organized, efficient, and growth-centered.
Timeline: 15 days
What you'll get:
- The CFO Day includes a 3-hour in-depth strategy session focusing on ONE of the following topics:
✓ Categorizing Account Transactions
✓ Reconciling Bank Statements
✓ Financial Reporting & Analysis
✓ Sales Tax & 1099 Reporting
2. Financial Accounting Operations
✓ Time Tracking for Profitability
✓ Systems to Invoice Clients
✓ Tracking Expenses by Project
✓ Procurement Systems
3. Money Management for Interior Designers
✓ Back Office Project Management
✓ Project Profitability Reporting
✓ Budgeting for your Company
✓ Cash Flow Planning
✓ Implementing & Maintaining Financial Goals
Walk away with:
A clear understanding of how your financial operations impact your business, how to successfully manage money long-term, and a revamped process that ensures not even one dime slips through the cracks.
CFO day
One Time Investment starting at $4,125*
02. BOOKKEEPING FOUNDATIONS
Managing your books doesn’t have to be messy, confusing, or intimating. And it surely shouldn’t be pushed to the bottom of your priority list. (Feeling called out? Don’t worry.) We’ll take over with a detailed overhaul of your accounting & design project management software, cleaning up as we go and developing a custom-templated financial workflow to save time and beat stress, for you and your team.
Timeline: 3-6 months, depending on length of financial period reconciliations
Here’s what we’ll accomplish:
Reviewing & updating your current systems, while developing recommendations for better processes including:
+ Quickbooks Online:
- Chart of Accounts
- Product/Service Item Mapping
- Ivy/Houzz Pro
Phase Two:
Implementation of suggested processes
& reconciliations, including:
- Bank and Credit Card Account Statements
- Balance Sheet
- Profit Loss Statement
*Calls are scheduled as needed throughout the process.
Walk away with:
Leave the fear of finances at the door as our bookkeeping foundations give you a detailed clean-up of finances for the selected time frame. Working with your bookkeeper or taking on the bookkeeping ourselves, we’ll work to ensure accuracy and consistency , while leaving with you valuable insights on how to maintain a top-tier financial system so you continue making optimized business decisions long after your support period ends.
BOOKKEEPING FOUNDATIONS
Investment $1,750.00-$2,500 a month*
03. MONTHLY RECURRING BOOKKEEPING
Looking to bring a true financial partner onto your team? McGhee’s monthly bookkeeping goes beyond organizing & tracking your finances, we bring a comprehensive approach to managing your money systems by taking time to understand your business as whole and using our expertise to help you hit milestones.
Here’s what we’ve got covered:
- Weekly Reconciliation of transactions between Ivy/ Houzz Pro, QuickBooks Online, and your Bank Accounts
- AR & AP Reporting
- Monthly Bank + Credit Card Account Statement Reconciliation
- Monthly Balance Sheet and Profit Loss Statements
- Visual Reporting via Metrique Solutions
- Sales Tax Filing Support
- 1099 Annual Filing Support
- Bookkeeping Systems & Processes Recommendations
- Implementation of future systems and processes billed at a reduced hourly rate
- 60 minutes of meeting time per month
Walk away with:
Our team will handle the entirety of setting up and managing your money systems. The result? You get more time to pour in your craft and spend less energy worrying about keeping up with backend business responsibilities. Not to mention an invested teammate as you step into bigger, busier phases of business!
MONTHLY RECURRING BOOKKEEPING
Implementation that makes sense to you.
Clear information & insightful analytics eliminate guesswork and push your business forward.
We are your true-partner in business, always taking time to educate & inform.
Confidence through clarity
Empowered decision making
From our one-time consultations to comprehensive monthly management, your long-term success is our top priority. You’ll always walk away with:
Your new systems are never templated or generic, but rather custom-built for your unique workflows.
Consistency feels effortless with time-saving & accurate money systems in place.
Repeatable systems
