For new or early-stage businesses during early operations with startup level sales and expense activities.
Deliverables – Clear visibility into where your business stands and what’s next:
Monthly check-ins to review results, priorities, and next steps.
Monthly financial statement preparation: Profit & Loss, Balance Sheet, Cash Flow
Customized KPI performance dashboard
Quarterly business review and discussion of key performance targets
Tax calendar, filing reminders, and guidance (sales tax, excise tax, B&O, etc.)
Business license and registration calendar, renewal tracking, and guidance
Direct email and phone access between meetings for questions, updates, or guidance.