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Our Service Options

To help clients best understand their businesses, how well the business is performing and how to best leverage their financial information, the option of two monthly packages is offered:

Runway Business Package

Watch Your Business Go From Red To Black

For startup/early phase/solopreneur businesses with approximately 20 invoices and expense items per month –

  • You’ll have your own internet portal allowing you to invoice your customers, enter your expenses, set up and track projects.
  • Each month we’ll review all of your business transactions to include your invoicing, revenue, costs and expenses for accuracy and best accounting practices.
  • Each month we’ll build your financial statements:
    • Monthly Income Statement (P&L) – shows your revenue and expenses and indicates your profit
    • Balance Sheet – shows your business’s assets and liabilities (what it owns and what it owes)
    • Statement of Cash Flows – shows where your business’s cash came from and what it was used for
    • Your business’s Dashboard which will:
      • Summarize your three financial statements
      • Graph your primary KPI (Key Performance Indicator) that you and I select as the  financial measure that’s critical to your business’s initial success. We can change this as your business grows, develops and matures.
  • Once each quarter, we’ll spend 30 minutes via Skype to discuss your business’s victories, challenges and plans for the next quarter.
  • Of course you can always email me with thoughts and questions at any time.
  • Starting at $67 per month, billed quarterly.

Advanced Business Package

Maximize Your Business’s Value

For growing and already established businesses with approximately 20 – 200 invoices and expense items per month –

  • You’ll have your own internet portal allowing you to invoice your customers, enter your expenses, set up and track projects.
  • Each month we’ll review all of your business transactions to include your invoicing, revenue, costs and expenses for accuracy and best accounting practices.
  • Each month we’ll build your financial statements:
    • Monthly Income Statement (P&L) – shows your revenue and expenses and indicates your profit
    • Balance Sheet – shows your business’s assets and liabilities (what it owns and what it owes)
    • Statement of Cash Flows – shows where your business’s cash came from and what it was used for
    • Your business’s Dashboard which will:
      • Summarize your three financial statements
      • Graph up to 3 KPIs (Key Performance Indicators) that you and I select as the financial measures that are critical to your business’s ongoing success. We can change these as your business grows/morphs/changes.
  • Once each month, we’ll spend 30 minutes via Skype to discuss your business’s victories, challenges and plans for the next quarter.
  • Of course you can always email me with thoughts and questions at any time.
  • Quoted on a monthly basis depending on factors such as invoice and bill volume, payroll needs etcetera, billed quarterly.