PRO

Built for Growing Teams: Custom Solutions for Businesses Ready to Dominate!

$2,550 / monthly

Dedicated onboarding

We will work closely with you the first 5 days for a seamless onboarding

Monthly strategic consultation

We will have a video call 1x per month. This also includes priority email and chat support, plus quarterly financial review meetings.

Detailed Financial Statement preparation

  • Income Statement (Profit & Loss)

    detailed breakdown of revenues and expenses, with variance analysis compared to budgeted figures.

  • Balance Sheet

    enhanced detail, including current vs. long-term assets and liabilities, providing deeper insights into financial stability.

  • Cash Flow Statement

    a comprehensive statement including operating, investing, and financing activities, with analysis of cash flow trends.

  • Statement of Changes in Equity

    Details changes in the company's equity over the reporting period, including retained earnings and stock issuance.

Detailed Financial Reporting, Planning & Analysis

  • Bank reconciliation statements

  • Monthly bookkeeping

  • Monthly reporting

  • Quarterly Cash flow review

  • Annual Budgeting assistance

  • Annual Financial Statements

PREMIUM

Built for Growing Teams: Custom Solutions for Businesses Ready to Dominate!

$5,000 / monthly

Dedicated onboarding

We will work closely with you the first 14 days for a seamless onboarding

Bi-weekly strategic consultation

With a dedicated CFO you will have a video call 2x per month. This also includes priority email and chat support, plus quarterly financial review meetings, and ongoing advisory services.

Comprehensive Financial Statement preparation

  • Income Statement (Profit & Loss)

Comprehensive analysis including segmentation (by product line, region, etc.), trend analysis, and key performance indicators (KPIs).

  • Balance Sheet

    In-depth analysis including liquidity ratios, working capital analysis, and long-term financial health assessment.

  • Cash Flow Statement

    Detailed cash flow projections, scenario analysis, and strategic planning based on cash flow trends.

  • Statement of Changes in Equity

    Detailed analysis including impacts of business decisions on shareholders' equity.

  • Notes to Financial Statements

    Includes explanatory notes providing context and details behind the numbers in the financial statements, such as accounting policies, contingencies, and other relevant disclosures.

Detailed Financial Reporting, Planning & Analysis

  • Bank reconciliation statements

  • Monthly bookkeeping

  • Monthly reporting

  • Quarterly Cash flow review

  • Quarterly Budget vs Actual analysis

  • Annual Budgeting assistance

  • Annual Financial Statements

  • Dedicated CFO

What client say about us

Lorem Ipsum is simply dummy text of the printing

and typesetting industry. Lorem Ipsum has been

he industry's standard dummy text ever since the

1500s, when an unknown printer took a galley of

type and scrambled.

Image

Darcel Ballentine

Barone LLC.

Lorem Ipsum is simply dummy text of the printing

and typesetting industry. Lorem Ipsum has been

he industry's standard dummy text ever since the

1500s, when an unknown printer took a galley of

type and scrambled.

Image

Darcel Ballentine

Barone LLC.