Build Financial Stability and Growth in 12 Months
Comprehensive Financial Partnership – $60,000
Over the course of a full year, we’ll be your trusted financial partner, providing expert
insights, actionable strategies, and customized solutions to drive your business forward.
Bonus Perks:
• Free one-month QuickBooks Online Advanced subscription
• Discounted QuickBooks Online Advanced available after the trial period
• Financing options available through Credit Karma’s trusted lender platform
• Reduced initial payment arrangements to make starting simple and stress-free
What’s Included:
Expert Deliverables Tailored to Your Needs
DELIVERABLE
HOW IT HELPS YOUR BUSINESS
CashFlow Trend Reports
Track and analyze the flow of money in and out of your business every month to stay ahead of challenges.
CashFlow Planner Reports
Prepare for unexpected hurdles or growth opportunities with detailed projection and forecasting scenarios.
CPA-Verified Statement of CashFlows
Ensure your financials are accurate, compliant, and optimized with CPA-verified adjusting entries and CFO insights.
Profit and Loss Forecast Reports
Monitor your profits and losses over time using averages from the last three months to make smarter business decisions.
Monitor your profits and losses over time using averages from the last three months to make smarter business decisions.
Budget vs. Actual Analysis Reports
Compare your actual financial performance against your planned goals to find opportunities for improvement or savings.
Additional Projects Upon Request
Access specialized support from CPAs, legal experts, consultants, financial advisors, and tech teams to drive sustainable growth.
Referral to Trusted Professionals
Connect with a network of experienced experts who align with your industry and business needs.
Comprehensive Monthly Strategic Reports
Receive detailed reports every month with actionable strategies tailored to your goals.
Why Choose This 12-Month Package?
-
Lower Cost, Same Expertise: Get CFO-level insights without the CFO-level
salary—saving you $60,000+ compared to hiring full-time. -
Plan and Adapt: Tailored strategies for every stage of your business, whether you’re
growing, overcoming challenges, or optimizing operations. -
Smarter Investments: Detailed reports and expert advice help you avoid costly
mistakes and identify opportunities to grow your bottom line. -
Built for SMEs: Designed specifically to meet the needs of small and medium-sized
businesses—practical, clear, and actionable. -
Flexible Options: Financing and payment flexibility make it easier than ever to
invest in your business’s success.
Act Now
Secure your financial future with a full year of expert analysis, strategy, and actionable
reporting. Take the stress out of managing your money and focus on what you do best—
running your business.