Strategy Plus

from $500.00 every month

Everything in Basic Bookkeeping, plus strategic insights to grow your business.

What’s Included

  • All Basic Bookkeeping services

  • Monthly cash flow forecasting

  • Budget creation & variance analysis

  • KPI tracking (e.g., gross margin, customer acquisition cost)

  • Quarterly financial review meetings (1-hour virtual)

  • Tax planning consultation (with your CPA)

  • Priority support (24-hour response)

Revenue Tier:

Everything in Basic Bookkeeping, plus strategic insights to grow your business.

What’s Included

  • All Basic Bookkeeping services

  • Monthly cash flow forecasting

  • Budget creation & variance analysis

  • KPI tracking (e.g., gross margin, customer acquisition cost)

  • Quarterly financial review meetings (1-hour virtual)

  • Tax planning consultation (with your CPA)

  • Priority support (24-hour response)