Are you feeling overwhelmed by the complexities of managing your business finances?
Our Pro Suite is designed to provide comprehensive financial insights and support, empowering you to make informed decisions and drive your business forward. Your monthly financial reports will provide you with timely insights into your business' performance.
What's Included?
Monthly Bookkeeping
Leave the number crunching to us. Our team will handle all aspects of your monthly bookkeeping, including reconciling your bank and credit card statements, classifying transactions, and ensuring accuracy.
Quarterly Meetings
We'll review and discuss your financial statements, assess your key performance indicators, and provide valuable insights to help you understand how to use your financial data to improve the bottom line.
Payroll Setup + Training/Support
We will assist in setting up your payroll with our partner ADP and train you on using it. Your payroll taxes and quarterlies will be will automatically paid and filed along with W2’s at year end.
Key Performance Indicators (KPIs)
Gain a deeper understanding of your business's performance metrics with our KPI analysis, and see how you measure up against businesses of similar size in your industry to identify areas of improvement.
Monthly Financials
Gain insight into your business's financial health. We'll prepare monthly balance sheets and profit and loss statements to help you track your finances and make informed decisions.
Revenue and Expense Analysis
Get a clear picture of your revenue sources and expenses to identify opportunities for growth and cost savings.
Email and Call Support
Need assistance? We've got you covered. Our team is just a call or email away, with a 24-48 hour response time to address any questions or concerns you may have.
Tax Projections
Plan ahead with confidence. We'll provide tax projections to help you anticipate your tax liabilities and make strategic financial decisions.
But wait, there's more! We also offer individual tax returns starting at $495, corporate tax returns starting at $1,500, and personalized tax strategies billed at a percentage of tax savings to help you maximize your financial efficiency.
This package is for business owners...
Spending More Than 5 Hours a Week on Financial Management
Don't let financial tasks eat up your valuable time. Our Pro Suite is ideal for business owners who want to streamline their financial management and focus on growing their business.
Overwhelmed and Need Help Making Educated Decisions
If you're feeling swamped with financial tasks and need guidance to make informed decisions, our Pro Suite is here to support you!