• Bank and account reconciliation
• General ledger management
• Month-end close
• Financial statement preparation
• Internal controls

This is perfect for a small business that only needs accurate books and monthly, quarterly, or yearly financial statements.

• Budgeting
• Monthly financial review
• Trend analysis
• KPI development and reporting
• Process improvement

This package is for businesses looking for accurate numbers and the story behind them to make informed decisions to grow the business.

• Forecasting
• Profitability analysis
• Long-term financial planning
• ERP implementation
• Strategic support

For businesses that need strategic financial leadership to guide growth, planning, and decision-making without hiring a full-time executive.