NAME DESCRIPTION
Cash Flow Strategy Session Quarterly analysis of cash flow with actionable adjustments to improve liquidity.
Quarterly Financial Check-In A dedicated meeting with an accountant or advisor to review progress and tweak strategies.
Budget Forecast Updates Quarterly updates to budgets and forecasts to keep plans aligned with reality.
Year-End Financial Prep Preparation of year-end statements and support for tax filing with an accountant.
Annual Book Closeout Full closure of fiscal year books, including archiving records securely.
License and Permit Review Annual check and renewal of necessary licenses, permits, and insurance.
Inventory Count Support Assistance with year-end inventory counts if applicable to the business.
Goal Setting and Budget Planning Annual session to set financial goals and craft a new budget for the upcoming year.
Tax Season Prep Package Extra support to organize books and reports specifically for tax filing.
Accounting System Setup/Upgrade Help with setting up or upgrading tools like QuickBooks, including automation tweaks.
Custom Dashboard Creation Develop tailored dashboards that highlight the metrics most relevant to your business strategy, with real-time updates and trend analysis.