$400/month

Categorization of your monthly transactions for P&L and Schedule C

Monthly Reconciliation of your Chart of Accounts

Monthly P&L Reports

Quarterly Virtual Meeting

$350 for each month of catch up or cleanup

Financial Clean Up

Adjust entries to improve financial accuracy

Financial Catch Up

Post all backdated transactions to bring financials current

Financial Diagnostic

Deep dive into financials to detect issues such as inaccurate postings, coding errors, chart of account

$800/month

Categorization of your monthly transactions for P&L and Schedule C

Monthly Reconciliation of your Chart of Accounts

Monthly Virtual Business Update

Customized to your business needs with focus on growing your bottom line

Advanced Financial Reporting including

P&L, Balance Sheet, Cash Flow Statement, A/P and A/R

Starting at $1,500/month

Categorization of your monthly transactions for P&L and Schedule C

Monthly Reconciliation of your Chart of Accounts

Monthly Virtual Business Update

Customized to your business needs with focus on growing your bottom line

Advanced Financial Reporting including

P&L, Balance Sheet, Cash Flow Statement, A/P and A/R

Management of Payroll, A/P and A/R related services included billing, invoices and tracking of payments

$3,000 - $10,000/month

Strategic Financial Leadership

Cash Flow Optimization

Budgeting & Forecasting

KPI Tracking & Reporting

Investor & Lender Readiness

Profitability Analysis

Financial Modeling & Scenario Planning

Systems & Process Improvement

Board & Stakeholder Reporting

Tax Strategy & Advisory