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Enhanced Accounting Services

 

 

Whether you are just starting your business or have been growing and expanding, our team is here to help you level up your business!

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What if you could build:

  • A look into the future projections of your business and growth.
  • A way to test the effects of future decisions on your business.
  • A clear and goal-focused budget designed to generate financial improvements.
  • A set of financial reports that clearly show how you got “here” AND recommended actions that are proven to lead to improvement.

Packages & More Information

 Gold Service Package 

What's included?

  • 2 to 3 business goals with Key Performance Indicators and targets
  • 3 hours of advisory support with an expert
  • Accounting diagnostic on your business
  • 3-year custom forecast
  • 12-month custom budget
  • 4 quarterly analytic reports with custom recommendations
  • 4 quarterly review sessions with an expert
  • Dashboard and reporting tool

What's the cost?

Expect an investment of approximately $4,000 over a 12 month period.

To learn more about these services, attend a webinar on June 6th at 9:30AM EST or June 18th at 1:00PM EST.

Looking to get started sooner?  An advisor would be happy to assist you.

 Platinum Service Package 

What's included?

  • 3 to 5 business goals with Key Performance Indicators and targets
  • 5 hours of advisory support with an expert
  • Accounting diagnostic on your business
  • 3-year custom forecast
  • 12-month custom budget
  • 12 monthly analytic reports with custom recommendations
  • 12 monthly review sessions with an expert
  • Dashboard and reporting tool

What's the cost?

Expect an investment of approximately $7,500 over a 12 month period.

To learn more about these services, attend a webinar on June 6th at 9:30AM EST or June 18th at 1:00PM EST.

Looking to get started sooner?  An advisor would be happy to assist you.

 Custom Service Package 

What's included?

Custom services allow you to have a completely tailored plan that works for you on your schedule.  Services can be provided on an hourly basis, or a package that includes a combination of:

  • Business goals with Key Performance Indicators and targets
  • Advisory support with an expert
  • Accounting diagnostic on your business
  • Custom forecast
  • Custom budget
  • Analytic reports with custom recommendations
  • Review sessions with an expert
  • Dashboard and reporting tool

What's the cost?

Services provided on an hourly basis are provide at our hourly rates, starting at $165/hour for our enhanced accounting services experts.

Packages will be priced based on the combination and frequency of services.

Convenient Ways to Learn More

Join a Webinar

 

June 6th at 9:30AM EST

June 18th at 1:00PM EST

 

We’re excited to be getting everything ready for our preview webinars in June! Register today – space is limited!

 

What will be discussed?

  1. What is enhanced accounting services?
  2. Learn the difference between budgeting and forecasting.
  3. Download a free budgeting tool.
  4. Receive a link to a FREE 30 MINUTE CONSULTATION from an expert (limited sessions available)

Speak with an advisor

Can't make a webinar?  Schedule time to speak with an advisor by picking a time that works from you below.