Frequently Asked Question
Monthly Plans are comprehensive financial management services designed to streamline your business's financial operations on a recurring basis. From basic bookkeeping to strategic financial advisory, these plans are tailored to meet your specific needs and support your business's growth and profitability. They allow you to focus on business development while ensuring accurate financial management and compliance with regulations.
Our Basic Plan includes essential services such as:
- Accurate recording and management of sales transactions.
- Reconciliation of sales records to ensure accuracy.
- Tracking and management of accounts receivable for timely collections.
- Bank and petty cash reconciliation to maintain financial accuracy.
- Recording and categorization of business expenses.
- Accurate calculation and processing of payroll and benefits.
- Month-end adjustments to ensure financial records are up-to-date.
- Generation of detailed financial reports for business analysis.
The Pro Plan includes all services in the Basic Plan, plus:
- Inventory management to optimize stock levels and reduce waste.
- Cost accounting to track and analyze production costs for profitability management.
- Regular or ad-hoc meetings to discuss financial matters and strategic planning.
- Personalized support from a dedicated financial advisor.
- Preparation of financial records for external audits to ensure audit readiness.
The Enterprise Plan builds upon the Pro Plan by offering:
- Physical inventory counts to ensure accurate inventory management.
- Verification of cash on hand to maintain precise cash balances.
- Counting and verification of fixed assets for accurate asset management.
- Generation of detailed performance reports on sales and profitability.
- In-depth financial analysis to assess business performance.
- Monitoring of Key Performance Indicators (KPIs) to evaluate business success.
Our Monthly Plans are flexible and can be tailored to fit your specific requirements. Whether you need additional services or adjustments to existing ones, we can customize a plan that aligns with your business goals. Simply discuss your needs with our team during the initial consultation.
One-Time Plans are targeted financial solutions designed to address specific needs such as initial setup, strategic advisory, and operational enhancements. They are ideal for businesses looking to implement new systems, conduct financial assessments, or enhance overall operations swiftly and effectively.
Our Initial Setup and Compliance Plan includes services such as:
- System setup and integration of accounting software.
- Implementation of policies and procedures to ensure regulatory compliance.
- Establishment of compliance frameworks tailored to your industry.
The Strategic Financial Advisory and Analysis Plan offers:
- Expert financial advisory sessions to guide strategic planning.
- Detailed business valuation and feasibility studies to assess growth opportunities.
- Tailored financial consulting to optimize financial strategies and decision-making..
Our Historical Data Entry and Review services include:
- Entry of past financial records into the system for comprehensive data management.
- Review and cleanup of historical data to ensure accuracy and compliance with current standards.
To initiate a One-Time Plan, simply contact us to schedule an initial consultation. We'll assess your specific needs and recommend the most suitable plan to address your immediate financial management requirements or strategic objectives.
