Our Expertise, Your Advantage

Package Includes: 

• Categorizing transactions 0-100 a month 
• Monthly Reconciliation of Financials 
• Budget planning and tracking
• Accounts payable and receivable management 
• Monthly Financial Reviews

The package includes all features from the Essential Package plus: 

• Business consulting on banking, lending options, and operating cash flow
• Business credit-building guidance 
• Start-up Consulting (if applicable)
• Risk Management Analysis and corrective action plans, or Risk Avoidance Strategies 
• Process Management for Financial Efficiency 

The package includes all features from the Essential and Growth packages, plus: 

• Organizational/Operational process efficiency consulting
• Advanced fraud prevention strategies 
• Financial Education tailored to business needs 
• Strategic recommendations for long-term sustainability 

Additional Custom Office Solutions include: 

• Design and Creation of custom forms for internal and client-facing processes (e.g., expense reports, invoice templates, and onboarding documents) 
• Development of custom surveys for gathering employee feedback, client satisfaction, or other critical insights
• Consultation on office workflows to recommend unique design tools (e.g., checklists, trackers, or reporting templates)

• Personalized budget creation
• Monthly tracking tools
• Financial clarity sessions

• One-on-One Consultations 
• Progress tracking and adjustments
• Goal-setting for financial success

• Debt analysis & restructuring strategies
• Personalized repayment schedule 
• Credit Score enhancement guidance 

• Financial Decision-Making & Accountability
• Core Financial Foundations
• Advanced Financial Topics