Advisory Plan

Service Description

Includes: - Everything in the Foundation & Growth Plan - Monthly bookkeeping - Transaction categorization &reconciliation - Standard financial reports (Profit & Loss, Balance Sheet, Statement of Cash Flows) - Year-end ready books for tax filing - Custom, industry specific metrics & KPIs - One on One monthly or quarterly financial reviews - In-person or video meetings - Trend analysis and performance tracking - Actionable insights based on your financial data - Cash flow analysis - Business advising sessions with specific profit per service analysis - Strategic planning support - Profit improvement & growth recommendations - Ongoing financial guidance for decision-making