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GROWTH AND INNOVATIONS PLANS

We help businesses improve their bottomline through innovative solutions. Identify opportunities for growth, steamline processes, and implement strategies.

Bronze

Accounting 101

Bookkeeping
Bank Reconciliation
Merchant Account Reconciliation
Fixed Asset Management
Revenue Recognition
Inventory Management
Accounts Payable
Monthly Financial Reports
Monthly Strategy Meeting

Silver

Financial Strategy

Everything in Bronze
Executive Dashboard (KPI)
Trend Analysis
Budget to Actual Reporting
Implement Budget
Strategic Planning
Evaluate Financial Performance & Identify Areas of Improvement

Gold

Fractional CFO

Everything in Bronze & Silver
Rolling 12 Months Cash Flow Forecast
Treasury Functions
Monthly CFO Strategic Meeting
Board Meeting
Income Tax Planning
Support Audit
Develop & Maintain Policies & Procedures
Investor Relations
Raise Working Capitals

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