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Who it's for: Established business owners generating $250k–$500k annually who are ready for financial leadership, not just bookkeeping.
Highlights:
🔸 All bookkeeping services included
🔸 Monthly transaction categorization (300+ transactions)
🔸 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
🔸 Monthly CFO strategy meeting
🔸 Cash flow forecasting and monitoring
🔸 Budget vs. actual analysis (planned spending vs. real spending)
🔸 KPI tracking — key performance indicators that measure business health
🔸 Quarterly financial performance review
🔸 Tax strategy coordination
🔸 Business structure advisory
Perfect for: Medical professionals and service-based business owners ready to stop guessing and start making data-driven financial decisions — starting at $2,500/month
➕ Payroll available at additional cost