$5,500 per month (Discounted if billed annually)
Designed for businesses needing a customized, hands-on financial team for day-to-day management and high-level strategy.
1. Bookkeeping Services (Monique):
Full monthly bookkeeping, including reconciliations of bank accounts, credit cards, A/R, and A/P.
Preparation of custom monthly reports (e.g., profit & loss, balance sheet, and cash flow statements).
2. Advisory Services (JoAnne):
Monthly 1-hour financial strategy sessions to review performance and adjust business strategies.
Creation of custom cash flow plans, budgets, and actionable steps for scalability and sustainability.
3. Tax Services (Clarice):
Monthly tax compliance monitoring, preparation for estimated payments, and annual planning.
Proactive tax strategy sessions to minimize liabilities and maximize savings.
Priority access to email/text for urgent tax-related questions (response within 12 hours).
$5,500 per month (Discounted if billed annually)
Designed for businesses needing a customized, hands-on financial team for day-to-day management and high-level strategy.
1. Bookkeeping Services (Monique):
Full monthly bookkeeping, including reconciliations of bank accounts, credit cards, A/R, and A/P.
Preparation of custom monthly reports (e.g., profit & loss, balance sheet, and cash flow statements).
2. Advisory Services (JoAnne):
Monthly 1-hour financial strategy sessions to review performance and adjust business strategies.
Creation of custom cash flow plans, budgets, and actionable steps for scalability and sustainability.
3. Tax Services (Clarice):
Monthly tax compliance monitoring, preparation for estimated payments, and annual planning.
Proactive tax strategy sessions to minimize liabilities and maximize savings.
Priority access to email/text for urgent tax-related questions (response within 12 hours).