Business Meeting

All Set Package

You’ve made your name, now stake your claim!

What does this Package Include?

You might choose this plan if you…. Need help with next level growth, paying your bills and invoicing your customers

Basic Support (response within 36 hr)

Bank Reconciliations

Est Qtr Tax and/or Sales & Use Tax Return Prep

Profit & Loss Statement

Balance Sheet

Cash Flow Statement

Quickbooks Online (+$25 if existing file)

Quarterly Check In Calls

Annual Budget Deep Dive – Goal Review

Job Costing/Grant Tracking 

Quarterly Budget Deep Dive – Goal Review

Vendor Bill Payment & System (AP)

Customer Billing (AR)

Weekly Updates

Silver Support (within 12 hr)

Budget/Projections