Advanced+ Service

$3,000.00

Advanced+ Bookkeeping / Financial Operations Service
A complete financial management solution for growing and established businesses. We handle bookkeeping, accounts receivable and payable, cash flow management, detailed reporting, and ongoing financial strategy so you can focus on scaling your business with confidence.

Advanced+ Bookkeeping / Financial Operations Service
A complete financial management solution for growing and established businesses. We handle bookkeeping, accounts receivable and payable, cash flow management, detailed reporting, and ongoing financial strategy so you can focus on scaling your business with confidence.

Our Services

1. Full financial operations management

  • Daily or near real-time bookkeeping

  • Full oversight of all financial activity

  • Multi-account and multi-channel tracking (bank, credit cards, payment apps, etc.

2. Complete AR + AP control

  • End-to-end invoicing system setup and management

  • Payment collection tracking + follow-ups

  • Vendor bill management and payment scheduling

  • Cash flow timing optimization (when money comes in vs goes out)

3. Advanced financial reporting & analysis

  • Profit & Loss (deep breakdown)

  • Balance sheet (fully maintained and reconciled)

  • Cash flow forecasting

  • Monthly performance analysis (what’s working, what’s not)

4. Budgeting & forecasting support

  • Monthly or quarterly budget creation

  • Expense planning

  • Revenue projections

  • Growth planning insights

5. Financial strategy sessions

  • Weekly or bi-weekly check-ins (not just monthly)

  • 1-on-1 advisory calls

  • Decision support (hiring, spending, scaling)

6. Systems setup & optimization

  • Set up accounting software (QuickBooks, etc.)

  • Automate invoicing and payments where possible

  • Improve financial workflows

  • Reduce manual errors and time waste