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Who’s this for?
This package is tailored for medium-sized businesses that require detailed financial oversight and proactive financial management. Ideal for companies seeking not only accurate bookkeeping but also strategic financial planning and advisory support to drive growth and ensure long-term stability.
Description:
Our Tier 3 package offers full bookkeeping services combined with advanced financial analysis and advisory support. Designed to provide comprehensive financial management, this service helps you maintain precise records while gaining actionable insights through customized reports and strategic consultations. We empower your business with cash flow forecasting, budgeting assistance, and audit preparation support to keep you ahead in a competitive market.
Services Included:
Everything in Tier 2, plus:
Recording up to 300 transactions per month, accommodating higher volume and complexity.
Full payroll data entry and seamless coordination with your payroll provider to ensure accurate wage and tax reporting.
Cash flow management and forecasting to help you anticipate financial needs and optimize liquidity.
Customized financial reports and interactive dashboards tailored to your business metrics and goals.
Monthly financial strategy calls (30-45 minutes) to review performance, discuss strategy, and plan next steps.
Assistance with budgeting and forecasting to support informed decision-making and resource allocation.
Support for audit preparation, ensuring your financial records are audit-ready and compliant with regulatory standards.
Pricing:
Fixed monthly fee ranging from $800 to $1,200, depending on transaction volume, complexity, and additional advisory needs. This package is designed to scale with your business, providing transparent pricing and exceptional value for comprehensive financial management.
Who’s this for?
This package is tailored for medium-sized businesses that require detailed financial oversight and proactive financial management. Ideal for companies seeking not only accurate bookkeeping but also strategic financial planning and advisory support to drive growth and ensure long-term stability.
Description:
Our Tier 3 package offers full bookkeeping services combined with advanced financial analysis and advisory support. Designed to provide comprehensive financial management, this service helps you maintain precise records while gaining actionable insights through customized reports and strategic consultations. We empower your business with cash flow forecasting, budgeting assistance, and audit preparation support to keep you ahead in a competitive market.
Services Included:
Everything in Tier 2, plus:
Recording up to 300 transactions per month, accommodating higher volume and complexity.
Full payroll data entry and seamless coordination with your payroll provider to ensure accurate wage and tax reporting.
Cash flow management and forecasting to help you anticipate financial needs and optimize liquidity.
Customized financial reports and interactive dashboards tailored to your business metrics and goals.
Monthly financial strategy calls (30-45 minutes) to review performance, discuss strategy, and plan next steps.
Assistance with budgeting and forecasting to support informed decision-making and resource allocation.
Support for audit preparation, ensuring your financial records are audit-ready and compliant with regulatory standards.
Pricing:
Fixed monthly fee ranging from $800 to $1,200, depending on transaction volume, complexity, and additional advisory needs. This package is designed to scale with your business, providing transparent pricing and exceptional value for comprehensive financial management.