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Who it's for: High-revenue businesses generating $750k+ annually who need executive-level financial oversight and strategy built into their operations.
Highlights:
🔸 All bookkeeping services included
🔸 Monthly transaction categorization
🔸 Bank and credit card reconciliations
🔸 Monthly Profit & Loss statement
🔸 Monthly Balance Sheet
🔸 Expense and income accuracy review
🔸 Quarterly estimated tax calculations
🔸 Year-end ready books for tax preparation
🔸 Weekly CFO touchpoints
🔸 Cash flow forecasting and monitoring
🔸 Budget vs. actual analysis (planned spending vs. real spending)
🔸 Advanced KPI tracking and executive dashboard reporting
🔸 Financial goal setting and accountability
🔸 Monthly financial performance review
🔸 Tax strategy coordination and planning
🔸 Business structure advisory
🔸 Advisory on hiring, expansion, and restructuring
🔸 Profit optimization strategy
Perfect for: Medical professionals and executive service-based business owners who require a strategic financial partner at the executive level — starting at $6,000/month
âž• Payroll available at additional cost