The All-Inclusive Strategic Package goes beyond traditional accounting, providing a complete suite of financial services tailored to your business’s unique needs. Here’s what it includes:

1. Advanced Bookkeeping (Accrual Basis):

   • Revenue recognition and deferred revenue tracking.
   • Detailed Cost of Goods Sold (COGS) tracking for businesses with inventory or product-based operations.
   • Multi-channel sales reconciliation for e-commerce and other industries.

2. Custom Financial Reporting and Analysis:

   • Monthly Profit & Loss (P&L), balance sheet, and cash flow statements.
   • Custom reports tailored for board meetings, investor presentations, or operational needs.
   • KPI dashboards tracking key metrics like burn rate, retention rates, and customer acquisition costs.

3. Dedicated CFO Services:

   • Monthly fractional CFO consultations for cash flow projections, financial modeling, and scenario planning.
   • Strategic advice for fundraising, budgeting, and financial goal-setting.
   • Investor reporting and preparation of board decks to support funding rounds.

4. Tax Compliance and Advisory Services:

   • Comprehensive federal, state, and local tax filing.
   • 1099 compliance and proactive year-round tax strategy.
   • Specialized R&D tax credit guidance to optimize eligible deductions.

5. On-Demand Support:

   • Unlimited email and scheduled phone support for ad hoc financial questions.
   • A dedicated team ready to assist with complex financial matters.