Premium Package

The Premium Package is for established businesses seeking a proactive financial partner. We provide advanced reporting and KPI metrics as well as advanced tracking to help you make informed decisions and plan for long-term success.

Premium Package
Advanced Reporting and hands on support

What’s Included

  • Everything in Performance plus:

  • Custom reports and KPI metrics

  • Accrual reporting, payroll and loan tracking

  • Monthly financial review meeting to stay aligned with your goals

  • Coordination with tax professional for year end handoff and journal entries

Additional Services Upon Request:

  • Accounting Software Setup

  • Quickbooks Catch-up and Clean-Up

    Advisory/Consulting/Training Time

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Who It’s For

Established or scaling businesses businesses over $500,000 in revenue or multi-entities.

Ready to partner for growth?

Schedule a Discovery Call