Our Plans

A plan for every stage of your business in the US

From day-to-day financial execution and organization to the strategic management that expands your business. Choose the level of support your moment calls for.

01 Entry · Monthly

Bookkeeper Basic

Bank and credit card reconciliation, transaction categorization and monthly financial statements. The foundation that keeps your business always tax-ready.

$ On request Monthly close

Daily and weekly financial routine execution
Invoicing for clients and vendors
Monthly categorization and bank reconciliation
Monthly P&L + Balance Sheet report, with a review meeting
Preparation and delivery of the information for your CPA and tax prep

See full service

02 Most Popular

Financial Support Premium

From bookkeeping to cash flow forecasting: a dedicated bookkeeper watching closely, with KPI tracking and pricing strategy.

$ On request Strategic management support

Everything in Bookkeeper Basic
Daily and weekly execution and meetings at your disposal
Close analysis of cash flow, profitability and margins
Budget plan, financial projections and KPI definition
Support with administrative management demands and market research

See full service

03 One-off Diagnosis

Diagnosis & Strategy

A 3-month financial assessment to put the house in order and leave with a consolidated financial strategy.

$ On request Diagnosis, strategy and projection

Month 1: audit of the last 3 to 6 months and proper reconciliation
Month 2: close, KPI review and margin analysis
Month 3: trend comparison and final presentation
Organization of reports and key indicators for decision-making
Long-term strategic view and financial priorities

See full service

3 Specialized Industries Construction, law and restaurants

2 States of Operation Florida and Massachusetts

100% Direct Service No middleman, straight to the specialist

PT/EN Bilingual Support No language barriers

Decision guide

Which one matches your moment?

Basic

Choose it if…

You want to stop doing the financial routine yourself
Your transaction volume is moderate and predictable
You need to reach tax season fully organized

Premium

Choose it if…

You have a bookkeeper but no strategic management over your business
The business is growing but you still do not know how to control your cash flow
You want to understand and analyze your numbers with someone available every week, not only at close

Diagnosis

Choose it if…

Your month end numbers are behind or unreliable
You do not know which service or client actually brings you profit
You want to try the work before a monthly retainer

Still unsure

Tell us your situation and we point the way

A short conversation is usually enough to know which service fits right now.

Send a message WhatsApp

WhatsApp
+1 (689) 280-2152 E-mail
gustavogsbrasil@gmail.com

Coverage
Florida & Massachusetts