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GET YOUR NUMBERS RIGHT
GET YOUR NUMBERS RIGHT
FOUNDATION-Financial Systems & Bookkeeping: $400-$800/mo
FOUNDATION-Financial Systems & Bookkeeping: $400-$800/mo
✔️Monthly Bookkeeping
✔️Monthly Bookkeeping
✔️Bank & Credit Card Reconciliations
✔️Bank & Credit Card Reconciliations
✔️QuickBooks Online Management
✔️QuickBooks Online Management
✔️Monthly Financial Statements
✔️Monthly Financial Statements
✔️Email Support
✔️Email Support
UNDERSTAND AND USE YOUR NUMBERS
UNDERSTAND AND USE YOUR NUMBERS
GROWTH-Financial Clarity & Reporting: $900-$1,800/mo
GROWTH-Financial Clarity & Reporting: $900-$1,800/mo
✔️Everything in Foundation PLUS:
✔️Everything in Foundation PLUS:
✔️Monthly Financial Review Summary
✔️Monthly Financial Review Summary
✔️Cash Flow Insights & Profitability Tracking
✔️Cash Flow Insights & Profitability Tracking
✔️Customized KPI Dashboard
✔️Customized KPI Dashboard
✔️Quarterly Review & Strategy Call
✔️Quarterly Review & Strategy Call
MAKE DECISIONS AND OPTIMIZE
MAKE DECISIONS AND OPTIMIZE
STRATEGY-Strategic Financial Advisory: $2,000+/mo
STRATEGY-Strategic Financial Advisory: $2,000+/mo
✔️Everything in Growth & Foundation PLUS:
✔️Everything in Growth & Foundation PLUS:
✔️Monthly Financial Strategy Call
✔️Monthly Financial Strategy Call
✔️Financial Forecasting & Planning
✔️Financial Forecasting & Planning
✔️Business Decision Support
✔️Business Decision Support
✔️Tax Coordination with your CPA
✔️Tax Coordination with your CPA
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