Our Standard Suite Financial Services package is designed to help businesses in their initial stages of growth achieve consistency and reliability in their income and profit margins, while also continuing to scale up to at least $150k per month.
Ideal for companies doing at least $550k per year, who are looking to scale up to $750k per yearĀ and are looking for help in the following areas:
Cash flow Confidence
Bringing certainty to cash flows - how much you really have, how long it will last you, and how to make your money work for you
Team compensation
We assist businesses with creating and communicating scalable compensation packages to retain solid team members despite budget constraints.
Payroll
We'll help remove overwhelm with how long payroll takes, commission tracking and switching your team from 1099 contractors to W2. Even figuring out the age old question: How much should I be paying myself?
Taxes
Not only making sure you never miss another deadline but we also help to ease your concerns about potentially owing a significant amount in taxes. Businesses at this stage fall into a financial gray area where you earn enough to owe a considerable amount, but not enough to have an established tax strategy that costs $50k per year to put together. We'll make sure you're saving on taxes and not hit with a huge bill.
Bookkeeping & expense tracking
You're used to managing your finances yourself, but it's no longer the best use of your time. You'll no longer be concerned about making mistakes and taking time away from sales. As a result, financial tasks will no longer be delayed or become a daunting undertaking.
Personal finances
You're experiencing HUGE personal financial growth, but need guidance on managing business profits, personal finances, and investments due to previous debts and limited savings.
Services included in the Standard Suite Financial Services:
Bookkeeping
completed weekly, so you always know where you stand. Reconciliations are done every month on time for finalized reports.
Tax preparation
for 1 annual business income tax return completed by our contracted CPA and annual W2 and 1099 filings.
Payroll
including the setup of a payroll software if one does not exist, ensuring all state payroll entities are properly applied for and taxes filed and paid, and up to 3 payroll runs per month.
Commission & Sales
tracking system made custom for you and your team to implement
Weekly dashboard reporting
including a weekly loom video explaining what’s happening in the business based on custom KPI tracking dashboard to track cash flows, profit margins, sales, collections, and labor efficiency and more!
Dedicated Team
of account managers for questions and other projects needed.
45min coaching calls
Every month to discuss both business and personal finance strategy to help you move towards your goals.
24/7 Slack access
to your finance team
Our Standard Suite Financial ServiceĀ package begins at $2,500 - $3,000 per month, on an ongoing retainer.
If you're interested in learning more about how we can help your business grow, please contact us today!
Contact us today to book a call and learn about how we can help you take your business to the next level!
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