Basic Package
Suitable for new small businesses with minimal transactions.

• Monthly Bank Reconciliation: Ensure your bank transactions are accurately recorded.
• Categorization of Income and Expenses: Keep your financial records organized and clear.
• End-of-Month Financial Statements: Receive a comprehensive financial report each month, sent directly to your email.

Standard Package
Ideal for growing businesses with moderate transaction volumes.

• All Services from the Basic Package:
• Accounts Receivable/Accounts Payable Management: Streamline your invoicing and payments to maintain a healthy cash flow.
• Custom Tax Tips: Receive tailored tax advice designed to save money and benefit your specific business scenario.
• Monthly Business Consultation:  Engage in a detailed monthly review focused on your business needs to foster growth and optimize operations. 

Comprehensive Package
Designed for medium to large businesses seeking a robust financial management solution.

• All Services from the Standard Package:
• Recorded Video Summaries: Receive recorded videos that provide an in-depth monthly financial analysis.
• Profit and Growth Tracking: Monitor key indicators of your business’s profitability and growth, keeping you aligned with your business goals.
• Annual Budgeting and Forecasting: Utilize historical data to project future financial decisions.

                                                  Custom Packages
 

Think of me as your financial co-pilot. I offer fractional CFO services that bring strategic financial insight to your business—without the executive-level salary. Together, we'll tackle cash flow management, create realistic forecasts, optimize profitability, and build financial strategies that align with your goals. You'll gain the clarity and confidence to make smart decisions, while I handle the financial heavy lifting.