Service-Based Business Solutions
As a service business owner, your passion lies in your work, not in financial complexities. Imagine having clear insights into your cash flow, optimized pricing, and a tax strategy that truly works for you. With tailored financial solutions, you can transform your business management, make confident decisions, and uncover growth opportunities.
By simplifying finances, you'll spend less time worrying about numbers and more time delighting clients. With the right tools and strategies, you'll be equipped to navigate challenges, seize opportunities, and achieve your business goals.
Packages
Small Business Starter Kit
Equiping small service-based business with essential financial tools and knowledge for sustainable growth from day one.
✔ Small Business Bookkeeping Services
✔ QBO Setup/Review in Accounting Software
✔ Monthly Financial Statements (Basic)
✔ Year-End Financial Statements
✔ Essential Cash Flow and Budgeting
✔ Bookkeeper Support (Unlimited)
✔ Secure communications portal
✔ Strategy Meeting - Yearly
✔ Unlimited Email Support
Small Business Complete Kit
Empowering established small service-based business with complete financial care for greater stability and growth.
✔ Custom Financial Reports / Dashboard
✔ Cash Flow and Budgeting
✔ Monthly KPI & Industry Benchmarking
✔ Monthly Financial Analysis
✔ On-demand Guidance
✔ Advanced Accounting Services
✔ QBO Setup/Review in Accounting Software
✔ Monthly Financial Statements (Basic)
✔ Year-End Financial Statements
✔ Bookkeeper Support (Unlimited)
✔ Secure communications portal
✔ Strategy Meeting - Monthly
✔ Unlimited Email Support
✔ Unlimited Phone Support
Small Business Pro Kit
Elevating small service-based business with strategic financial leadership to maximize sustainability and impact.
✔ Custom Financial Reports / Dashboard
✔ Cash Flow and Budgeting
✔ Monthly KPI & Industry Benchmarking
✔ Monthly Financial Analysis
✔ On-demand Guidance
✔ Advanced Accounting Services
✔ Audit Preparation & Compliance
✔ Advanced Analytics for Decision Making
✔ Financial Assessment
✔ Financial & Strategic Planning
✔ Financial Policy Development
✔ Maintain Documentation / Authorizations
✔ Accounting Oversight & Accountability
✔ Develop/review financial policies
✔ Develop/review financial policies
✔ QBO Setup/Review in Accounting Software
✔ Monthly Financial Statements (Basic)
✔ Year-End Financial Statements
✔ Bookkeeper Support (Unlimited)
✔ Secure communications portal
✔ Strategy Meeting - Quarterly
✔ Unlimited Email Support
✔ Unlimited Phone Support