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Build a strong financial foundation for the business you’re growing.
Core Financial Control
Monthly bookkeeping (QBO Accountant included)
Bank & credit card reconciliations
Standardized Chart of Accounts for trades
Monthly close (within 21 business days**)
Income Statement & Balance Sheet (monthly)
Tax Support
Quarterly estimated tax calculation (numbers only, no optimization)
Year-end tax organizer & CPA/EA coordination
Owner Visibility
Monthly cash balance summary
Basic profitability snapshot (company-level, not job-level)
Semi-annual CFO Advisory call
Email support (48–72 hr response)
Check-ins (bi-monthly, every other month)
**Timeline varies depending on complexity & client providing necessary documentation within a timely manner.
Build a strong financial foundation for the business you’re growing.
Core Financial Control
Monthly bookkeeping (QBO Accountant included)
Bank & credit card reconciliations
Standardized Chart of Accounts for trades
Monthly close (within 21 business days**)
Income Statement & Balance Sheet (monthly)
Tax Support
Quarterly estimated tax calculation (numbers only, no optimization)
Year-end tax organizer & CPA/EA coordination
Owner Visibility
Monthly cash balance summary
Basic profitability snapshot (company-level, not job-level)
Semi-annual CFO Advisory call
Email support (48–72 hr response)
Check-ins (bi-monthly, every other month)
**Timeline varies depending on complexity & client providing necessary documentation within a timely manner.