Proactive financial partnership for decision-makers.

This package is for established business owners who don’t just want reports, they want help using their numbers to make smarter decisions.

We work together regularly to look ahead, plan for cash flow, and talk through the financial impact of the choices you’re making in your business.

What’s included

Everything in Growth, plus:

• Monthly financial review and strategy call

• Cash flow forecasting and planning

• Profit goal setting and tracking

• Scenario analysis (hiring, pricing changes, tax impact)

• Customized metrics based on your business model

• Proactive identification of financial and tax issues

• Priority support and faster response times

Is this a good fit?

This is a great fit if you’re thinking:

• “I want a financial partner, not just a bookkeeper.”

• “I’m making decisions that affect cash flow and taxes.”

• “I want to plan ahead instead of reacting.”

If you’re really just looking for clean books for tax filing, Growth or Essentials may be a better fit — and we’re happy to help you decide.

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