SERVICE PACKAGES
Whether you’re just starting out or managing growth, figuring out the right financial services can be overwhelming. Our tailored packages are designed to fit a variety of needs, and we’re here to guide you in choosing the best support for your unique situation. If you don’t see precisely what you need, please reach out – our experienced team is committed to developing a customized solution that aligns with your specific objectives, ensuring a seamless path to financial clarity and success.
THE ESSENTIALS
This package provides fundamental financial support, ideal for small businesses or startups needing organized, reliable bookkeeping for day-to-day operations. It ensures that the basic elements of financial management are consistently handled, allowing you to focus on growing your business
Accurate classification and entry of income, expenses, and other financial transactions, ensuring your books are always up-to-date and organized.
TRANSACTION CATEGORIZATION AND RECORDING
BANK AND CREDIT CARD RECONCILIATIONS
Monthly reconciliation of bank and credit card accounts to ensure accuracy and uncover any discrepancies early on.
BASIC FINANCIAL REPORTS
EXPENSE TRACKING
Ongoing tracking and categorization of business expenses for better control over spending and simplified tax preparation.
Monthly financial statements, including an Income Statement and Balance Sheet, to give you a clear snapshot of your financial standing.
GENERAL LEDGER MAINTENANCE
Regular review and updating of the general ledger to ensure accuracy and prepare for future financial needs.
GROWTH
This package is designed for businesses ready to scale and thrive. Beyond keeping your books in order, we provide the financial insights and strategies you need to make informed decisions. With tailored reporting, cash flow management, and proactive support, you’ll gain the confidence to navigate opportunities and challenges alike. Let us help you focus on growing your business while we take care of the numbers.
Clear, actionable insights from your financial data to guide decisions.
MONTHLY FINANCIAL REPORTING AND ANALYSIS
CASH FLOW MANAGEMENT
Forecasting and tracking to ensure your business has the resources it needs.
BUDGETING AND FORECASTING
ACCOUNTS PAYABLE AND RECEIVABLE MANAGEMENT
Streamlined tracking and organization to optimize cash flow.
Creation, monitoring, and updates to keep your financial goals on track.
KPI DEVELOPMENT AND MONITORING
Identify and track key performance indicators tailored to your business goals.
QUARTERLY STRATEGY SESSIONS
Dedicated time to review financial health and plan for future growth.
PROACTIVE FINANCIAL ADVICE
Quick access to financial guidance for emerging opportunities or challenges.
STRATEGIC GROWTH AND PLANNING
For organizations looking to make informed, data-driven decisions, the Strategic Growth & Planning Package offers comprehensive financial analysis, strategic insights, and planning tools. This package is ideal for companies preparing for expansion, optimizing operational efficiency, or aligning their financial resources with long-term goals.
STRATEGIC PLANNING AND FORECASTING
Develop long-term financial forecasts and plans that align with your organization’s strategic goals.
BOARD REPORTING AND COMMUNICATION
COMPLIANCE AND RISK MANAGEMENT
Ensure regulatory compliance and mitigate financial risks through proactive internal control reviews.
Provide tailored financial reports and insights to support clear, impactful board presentations.
CUSTOMIZED FINANCIAL ANALYSIS
Gain valuable insights with scenario modeling and benchmarking to inform critical business decisions.
GRANT AND FUNDING STRATEGY SUPPORT
Optimize grant management and donor reporting to maximize funding opportunities and maintain transparency.
EXECUTIVE INSIGHTS
Empower your leadership with proactive financial expertise. The Executive Insights Package provides strategic CFO advisory, tailored financial reporting, and actionable insights to drive impactful decisions. Ideal for nonprofit executives and affordable housing leaders, this package ensures your organization thrives with clarity and confidence.
Develop long-term financial forecasts and plans that align with your organization’s strategic goals.
STRATEGIC FINANCIAL PLANNING AND FORECASTING
BOARD REPORTING AND COMMUNICATION
Provide tailored financial reports and insights to support clear, impactful board presentations.
COMPLIANCE AND RISK MANAGEMENT
CUSTOMIZED FINANCIAL ANALYSIS
Gain valuable insights with scenario modeling and benchmarking to inform critical business decisions.
Ensure regulatory compliance and mitigate financial risks through proactive internal control reviews.
GRANT AND FUNDING STRATEGY SUPPORT
Optimize grant management and donor reporting to maximize funding opportunities and maintain transparency.
