Weekly tracking of income and expenses

Monthly Reconciliations

Cash Based Accounting

Monthly P&L Statement, Balance Sheet, Statement of Cash Flows, Vendor Expense Report delivered by the 10th


Support:

Unlimited Email and scheduled calls

Starting at $200/month

Partnering with Business Owners to make data driven decisions and develop a strategy with a set of defined goals to get you where you are now to where you want to be in 5 years.

Eliminating waste, improving and automating processes, financial health oversight

Budget and Forecasting

KPI Dashboard

Variance Analysis (Budget vs Actual)

Trend Analysis

Best Case, Worst Case, Base Case Scenarios

DCF Valuations

Monthly Advisory Call

Support:

Unlimited Email and scheduled calls

Starting at $600/month