Ideal for small businesses looking for cleaner books and more methodical processes
- Review books/cleanup
- Perform month-end close
- Provide P&L each month with overview
- Monthly balance sheet review to include accounts payable/receivable analysis
- Provide tax support for small organizations (additional fee for pass-through return costs)
- Starting at $600/month with a one-year commitment, with possible additional charges in initial clean-up phase
Ideal for growing small to mid-sized businesses looking to understand and manage their growth.
- Basic month-end functions and P&L with commentary, included in basic accounting package.
- Budgeting/planning support
- Weekly meetings to discuss ongoing business issues, provide support and financial analysis
- Support for board meetings/presentations
- Starting at $1500/month with one-year commitment
Looking to complete a special project?
- Get a review of your books/business model with recommendations?
- Get a financial model?
- Build a Power BI dashboard?
- Complete a large one-time cleanup?
Inquire for a a specialized quote and recommendations.
821 E Washington Ave, Suite 200
Madison, Wisconsin 53703