Billed Monthly
3 hours per month
• Review of monthly financial statements
• Reporting on Key Metrics
• 45 minute review call
Billed Monthly
5 hours per month
• Review of monthly financial statements
• Review of Key Metrics and KPI’s
• Reporting on Key Metrics and KPI’s
• 1 hour review call
Billed Monthly
8 hours per month
• Review of monthly financial statements
• Review of Key Metrics and KPI’s
• Reporting on Key Metrics and KPI’s
• Monthly analysis of budget vs actual
• Cashflow planning
• 2 x 45 minute review calls
Billed Monthly
• Review of monthly financial statements
• Review of Key Metrics and KPI’s
• Reporting on Key Metrics and KPI’s
• Monthly analysis of budget vs actual
• Cashflow planning
• Month end close accounting services
• Month end review call
• AP & vendor management support
• Bank relationship support
• Weekly check ins
• Custom reports
• Other services?
Need a one off or custom project? We can create a plan tailored to your needs.
· Setup and organization of your chart of accounts and financial statements
· Creation of comprehensive monthly financial reporting packages
· Development and analysis of key performance
indicators (KPIs)
· 13-month cash flow forecasting
· 12-month financial and cash flow projections
· Guidance in preparing for mergers and acquisitions
· Due diligence support for major capital investments
Need something else? Let us know!