Running a startup, but need a more specific financial project or tax support?
  • We can customize our work to fit your needs:
  • Consulting Projects: Clean-Up & Catch-Up
  • Financial Strategy: Forecasting, Systems, Pricing Strategy
  • Advisory: Hourly, Retainer, or Board of Advisors Roles
Send us a Message.

Complete Plan Info.

Here's how all of our plans stack up against one another.

Transaction Categorization & Coding
Bank & Credit Card Reconciliations
Payroll Journal Entries
Connected Accounts
Advanced Bookkeeping
Accrual Basis Bookkeeping
Weekly Bill Pay Processing
Weekly AR Payment Application
Class & Department Tracking
Payroll Administration
Month End Reports (BS, P&L, CF Statement)
Customized Reporting
KPI Tracking
Dynamic Dashboarding
Board & Investor Reporting
Financial Planning
Financial Model & Monthly Updates
Scenario Analysis
Cash Forecasting
Headcount Planning
Meeting Cadence
Response Time
🤝 Business Days
Additional Services -
Let's Chat!
Within 2 Days
Tax Strategy, Credits, & Compliance
Same Day
Technology Support & Strategic Finance