Image 1 of 1
Image 1 of 1
Image 1 of 1
Image 1 of 1
For growing businesses that need more insights and support beyond basic bookkeeping. For business owners ready to understand their numbers and plan for growth.
Includes everything in The Essentials, plus:
Accounts payable and receivable
Customized financial reporting (monthly or quarterly)
Budget vs. actual tracking
Quartlery review meetings to discuss financial performance
Communication support via phone or video call
Up to 6 bank, credit card or PayPal accounts
Up to 4 Revenue streams/payment sources
Pre-book 2 work blocks per month for time sensitive tasks
Benefit to client:
Provides clarity and insight to make better decisions and manage cash flow more effectively
For growing businesses that need more insights and support beyond basic bookkeeping. For business owners ready to understand their numbers and plan for growth.
Includes everything in The Essentials, plus:
Accounts payable and receivable
Customized financial reporting (monthly or quarterly)
Budget vs. actual tracking
Quartlery review meetings to discuss financial performance
Communication support via phone or video call
Up to 6 bank, credit card or PayPal accounts
Up to 4 Revenue streams/payment sources
Pre-book 2 work blocks per month for time sensitive tasks
Benefit to client:
Provides clarity and insight to make better decisions and manage cash flow more effectively