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Essential Package
Essential Package
Suitable for small businesses with basic financial management needs.
- Strategic Financial Planning: Basic strategic advice to align financial goals with business objectives.
- Business Planning and Budgeting: Assistance with creating and managing budgets.
- Financial Forecasting: Predicting future financial performance based on historical data.
- Cash Flow Management: Monitoring and managing cash inflows and outflows.
- Financial Reporting: Monthly financial reports, including profit and loss statements and balance sheets.
- Tax Preparation and Filing Assistance: Support with tax preparation and filing.
- Email Support: For all bookkeeping and business-related matters.
Advanced Package
Advanced Package
Designed for growing businesses with more comprehensive financial management needs.
- Strategic Financial Planning: In-depth strategic advice to support business growth.
- Business Planning and Budgeting: Detailed business planning and budgeting support.
- Financial Forecasting: Advanced financial forecasting techniques.
- Scenario Planning: Analyzing different financial scenarios to prepare for uncertainties.
- Cash Flow Management: Enhanced cash flow management strategies.
- Cost Control and Reduction: Identifying and implementing cost-saving measures.
- Financial Reporting: Customized monthly financial tracking, analysis, and recommendations.
- Tax Planning and Strategy: Quarterly and yearly tax planning strategies.
- Email and Phone Support: For all bookkeeping and business-related matters.
Premium Package
Premium Package
Created for successful businesses seeking advanced financial management and consulting services.
- Strategic Financial Planning: Comprehensive strategic financial planning and advice.
- Business Planning and Budgeting: Extensive business planning and budgeting services.
- Financial Forecasting: Sophisticated financial forecasting models.
- Scenario Planning: Detailed scenario planning for various business situations.
- Cash Flow Management: Proactive cash flow management and optimization.
- Cost Control and Reduction: Advanced cost control and reduction strategies.
- Financial Reporting: Bespoke monthly financial tracking, analysis, and recommendations.
- Risk Assessment and Management: Thorough risk assessment and management services.
- Internal Controls Implementation: Establishing and maintaining internal controls.
- Audit Preparation and Support: Comprehensive audit preparation and support.
- Regulatory Compliance: Ensuring compliance with all relevant regulations.
- Dedicated Support: Immediate access to consulting services.
- Email, Phone, and Video Conference Support: For all financial and business-related questions.