Let’s get your business to its blooming season!
Monthly services
Financially Forward Tier 2
Suggested revenue: ~$500K - $950K
Price starts at: $995/month
Includes:
1 On-Track session for discussions on-* **
Bookkeeping processes and systems
Review and analysis of financial statements and key performance indicators (KPIs)
2 Financially Forward discussion session *
Financially Forward Tier 1
Suggested revenue: ~$100K - $350k
Price starts at $595/month
Includes:
1 On-Track session for discussions on-* **
Bookkeeping processes and systems
Review and analysis of financial statements and key performance indicators (KPIs)
1 Financially Forward discussion session *
Learn more about Financially Forward discussions
*Review of books and other pre and post session tasks are included in the packages.
**While day-to-day bookkeeping is not included, assistance with reconciliations and system set-up are included.
Financially Forward Tier 3
Suggested revenue: ~$1M - $3M+
Price starts at: $1,595/month
Includes:
1 On-Track session for discussions on-* **
Bookkeeping processes and systems
Review and analysis of financial statements and key performance indicators (KPIs)
3 Financially Forward discussion session *
Financial projects
This is where you start if you are not ready for monthly commitment yet. You can have your books reviewed and an annual budget created that’ll help you be confident in your numbers.
Financial review & analysis project:
Price: $395 - $595
Review of books
Financial statement and KPI analysis
1 discussion session
Financial review, analysis, & planning project:
Price: $695 - $1,095
Review of books
Financial statement and KPI analysis
Annual budget creation
1 discussion session
Add-ons
More to come!
These are additional sessions you can add to your monthly packages:
Sales tax review & analysis - custom pricing