Comprehensive Financial Management & Advisory Service Offerings
Our financial service offerings are designed to meet the diverse needs of businesses at every stage. Whether you're seeking foundational bookkeeping services or a complete financial management solution with strategic advisory, we have a plan that aligns with your goals. Explore our tailored packages below to find the right fit for your business, ensuring every aspect of your financial health is managed with precision and care.
*14-month contract subscription *Corporate and Land Holding Companies billed uniquely
Essential Business Health
349
Every month
For businesses looking to maintain organized and accurate financial records without the stress of managing day-to-day bookkeeping. We'll handle your books so you can focus on growing your business.
Valid until canceled
Daily Transaction Management
Monthly Reconciliation Services
Industry Expert Team
Financial Period-End Closing
Expense and Revenue ReconciliationÂ
Detailed Financial Reporting
Strategic Financial Reviews
Enhanced Cash Flow Management
450
Every month
This package goes beyond bookkeeping by managing your cash flow with timely payments and collections. Ideal for businesses seeking improved control over payables, receivables, and financial management
Valid until canceled
Invoice Processing and Management
Payment and Revenue Collection Processing
Expense and Revenue Reconciliation
Financial Reporting and Analysis
Best Value
Complete Financial Oversight
649
Every month
Designed for growing businesses, this package provides complete financial management, including payroll processing, ensuring employees are paid on time while keeping your business finances well-manage
Valid until canceled
Employee Payroll Calculation
Payroll Disbursement ManagementÂ
Benefits and Deductions Oversight Â
Payroll Reporting Facilitation
Compliance and Audit Coordination
Strategic Financial Leadership
949
Every month
For businesses ready to scale, this all-inclusive package offers comprehensive financial management and expert strategic advice. Gain the insights needed to make informed decisions and drive business.
Valid until canceled
Operational Reviews
Budgeting and Forecasting
Financial Modeling Â
Pricing and Cost Analysis
Industry Trends and Analysis
Funding Preparation
Investment Preparation
Budget Implementation and Monitoring
Catch-Up & Compliance
1,249
If your books have fallen behind, this package is for you. We'll bring your financials up to date, ensuring accuracy and compliance, so you can move forward with confidence.
Valid until canceled
Historical Transaction Entry
Bank and Credit Card Reconciliation
Financial Statement Preparation Â
Review and Correction of Historical Errors
Review and Correction of Historical Errors
Choose the Right Plan to Monitor,
Manage, and Elevate Your Business Health
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What is AP/AR Management?AP/AR Management involves the comprehensive handling of your accounts payable and receivable processes, including invoice processing, payment execution, revenue collection, and financial reporting. It ensures that these critical financial indicators are managed effectively to support your business’s health.
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How does AP/AR Management benefit my business?Effective AP/AR Management ensures that your revenue is recognized accurately, your payables are paid on time, and your cash flow is optimized. This not only prevents costly penalties but also provides you with valuable insights that help you focus on strengthening the core of your business.
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How do I get started with AP/AR Management?To get started, contact us through our website or schedule a consultation. Our team will guide you through the process of setting up and optimizing your AP/AR management.
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What is Business Health Monitoring?Business Health Monitoring is a comprehensive financial management service that includes daily transaction processing, monthly reconciliations, financial reporting, and strategic reviews. Other companies may refer to this service as bookkeeping.
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How does Business Health Monitoring benefit my business?Business Health Monitoring not only prepares you for tax season but also provides critical insights that help identify opportunities to strengthen and improve the overall financial health of your business.
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How do I get started?Simply reach out to us through our contact form or schedule a consultation, and we’ll guide you through the process of getting started with our services.
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What is Payroll Processing Management?Payroll Processing Management involves the comprehensive handling of all aspects of payroll, including wage calculation, payment disbursement, benefits management, and compliance with payroll regulations, while working directly with your payroll processor.
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How does Payroll Processing Management benefit my business?Our Payroll Processing Management service ensures that your employees are paid accurately and on time, that benefits and deductions are correctly managed, and that your payroll operations are compliant with all relevant laws. This outsourced service allows you to focus more on the heart of your business while maintaining employee satisfaction through accuracy and timeliness.
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How do I get started with Payroll Processing Management?To get started, contact us through our website or schedule a consultation. Our team will guide you through the process of setting up and optimizing your payroll management.
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What are CFO & Advisory Services?CFO & Advisory Services provide strategic financial leadership and guidance to help businesses optimize financial performance, manage risks, and achieve long-term growth. These services include everything from operational reviews and financial modeling to budgeting, forecasting, and investment preparation
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How can CFO & Advisory Services benefit my business?Our CFO & Advisory Services offer a comprehensive approach to financial management, ensuring that your business is well-positioned to navigate financial challenges, capitalize on opportunities, and achieve sustainable growth. As an extension of your leadership team and thought partner, we help unlock growth opportunities through better cash flow management and strategic planning.
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How do I get started with CFO & Advisory Services?To get started, contact us through our website or schedule a consultation. Our team will work with you to assess your needs and develop a tailored CFO & Advisory plan that aligns with your business goals.
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What is Catch-Up Bookkeeping?Catch-Up Bookkeeping is the process of bringing your financial records up to date by accurately entering historical transactions, reconciling accounts, and preparing financial statements. This service is essential for businesses that have fallen behind on their bookkeeping.
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How does Catch-Up Bookkeeping benefit my business?Catch-Up Bookkeeping ensures that your financial records accurately reflect your business's activities, enabling better decision-making and compliance with tax regulations. By understanding your historical performance, you gain valuable insights that can guide future strategic decisions and reduce the risk of errors during tax season.
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How do I get started with CFO & Advisory Services?How do I get started with Catch-Up Bookkeeping?
Get in Touch
Reach out to us today to begin your journey towards sustainable business growth and financial success. Our team is ready to support you every step of the way.
123-456-7890
