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 |
|---|---|
| Cash Flow Trend Reports | Track and analyze the flow of money in and out of your business every month to stay ahead of challenges. |
| Cash Flow Planner Reports | Prepare for unexpected hurdles or growth opportunities with detailed projection and forecasting scenarios. |
| CPA-Verified Statement of Cash Flows | 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. |
| 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.