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Who it's for: Growing businesses generating $500k–$750k annually who need a financial partner in the room, not just reports.
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
🔸 Bi-weekly CFO strategy meetings
🔸 Cash flow forecasting and monitoring
🔸 Budget vs. actual analysis (planned spending vs. real spending)
🔸 KPI tracking and custom reporting
🔸 Financial goal setting and accountability
🔸 Quarterly financial performance review
🔸 Tax strategy coordination
🔸 Business structure advisory
🔸 Advisory on when to hire, expand, or restructure
Perfect for: High-growth medical professionals and service-based businesses ready to scale with a financial strategy behind every decision — starting at $4,000/month
➕ Payroll available at additional cost