foundational advisory package
Financial clarity and Cash Flow visibility
Designed for small business owners who want foundational advisory support with financial insight and cash flow visibility without the complexity.
Includes
- Day-to-Day Financial Operations: Chart of Accounts (Standard), AR/AP, Bank and Credit Card Reconciliations, Expense Management, 1099 Creation, Monthly Close
- Standard Financial Statements (Balance Sheet/Profit Loss)
- Basic Financial Analysis
- Simple Cash Flow Monitoring and Short-Term Forecast
- Email Support for Financial Questions
Investment
Starting at $1,500 per month
Best for
Businesses up to $1M in annual revenue or owners transitioning from basic bookkeeping to advisory-level support.