MONTHLY FINANCIAL REPORTING
Our team prides itself on transforming your financial data to provide insights and visibility into your business. We understand that most business owners do not want to sift through thousands of numbers every month.
Our monthly package is intentionally built around this concept, highlighting the largest trends, providing cash flow insights, and informing you of the revenue needed to break even.
Provide your financial statements once your books are closed each month
Provide access to your accounting software for our team to pull your financial statements monthly
You grant us access to your data, one of two ways...
Our team sends a Service Agreement for signature
After filling out this form, our team emails you to schedule a free 15-minute consultation
How It Works
Our team diagnoses and analyzes your financial statements, preparing your management reports
Reports delivered monthly, within 48 business hours of data being provided
$199
per month