Financial Support Premium + Bookkeeper

Who it is for

Companies past the stage of simply keeping the books in order, who now need someone alongside them when decisions come up: what to charge, whether to hire, which clients are worth it, when to buy equipment and how cash will behave over the coming months. This is the service for the owner who wants to stop deciding on instinct.

What is included

• Everything in Bookkeeper Basic, with nothing left out.
• Daily or weekly execution and meetings at your disposal.
• Close analysis of cash flow, profitability and margins by service, job or client.
• Budget planning, financial projections and definition of the KPIs that matter in your industry.
• Support organizing the information package for your CPA and tax prep.
• Support with administrative management demands and market research.

From execution to strategy

The difference between Basic and Premium is not workload, it is depth. In Basic we deliver the month's snapshot. In Premium we interpret that snapshot with you: where margin is slipping, which expense grew faster than revenue, how much cash you will have in ninety days and what has to happen for next quarter to close better than this one.

Integration with your industry systems

We go beyond QuickBooks and bank accounts. We work alongside the tools your operation already uses, such as Buildertrend in construction, MyCase in law and Toast in restaurants, so the financial data reflects the real operation and not only the bank statement.

Expected outcome

• Cash predictability instead of end-of-month surprises.
• Pricing based on real margin, not on what the competitor charges.
• Closely tracked indicators, with course correction before losses show up.
• A financial counterpart available in the same week the decision has to be made.