Core Packages
Bookkeeping Package
- Weekly data entry
- Weekly bill paying
- Weekly invoicing
- Weekly accounts receivable aging updates
- Monthly accrual-based financial reports and team review meeting
This package is designed for small businesses who are working to scale. Accurate record keeping is one of the most important aspects of a business, & let's face it - owner's don't want to be spending their time doing these administrative tasks. Let us do it for you!
Controller Package
- All Bookkeeping Partner services, plus:
- Monthly benchmark reporting and analysis of profitability and cash-flow
- Custom reports or live dashboards to share with bankers, investors, auditors, shareholders
- Accounting controls and oversight of fraud and compliance risks
- Collaboration with internal or external bookkeeper, management team and tax accountant
- Short-term cash-flow management
- M&A due diligence support
This package gives you a dedicated advisor to help you reach the next level in your business.
Strategic Package
- All Controller Guidance services, plus:
- Biweekly cash flow & KPI meetings
- Customer/Product profitability analysis
- Strategic financial planning and forecasting
- Advanced financial modeling and scenario planning
- Expert financial guidance and strategy from a dedicated CFO
Our Executive package gives you the expertise of having your own CFO, for only a fraction of the cost.