Performance Package

The Performance package gives growing businesses the clarity they need to make confident financial decisions. Beyond clean books, we provide actionable insights, cash flow visibility and custom reporting to keep your business on track.

Performance Package - Data-Driven Financial Management

What’s Included

  • Everything in Essentials plus:

  • Cash flow tracking and reporting

  • Customized KPI reporting tailored to your business

  • Quarterly financial review meeting to stay aligned with your goals

Additional Services Upon Request:

  • Accounting Software Setup

  • Quickbooks Catch-up and Clean-Up

  • 3rd party Payroll Software Setup

  • 3rd Party Sales/Use Tax Setup

  • Advisory/Consulting/Training Time

Laptop displaying analytics dashboard with graphs, charts, and data metrics on a reflective surface in a modern office setting.

Who It’s For

Business owners ready to move beyond basic bookkeeping and gain the data-driven insights they need for growth.

Ready for deeper financial visibility?