LEVEL UP YOUR
Money Management
All the benefits of a CFO, without the price tag. It includes financial modeling, forecasting, budget creation, strategy setting, and bookkeeping.
Package Details
What’s Included
This Finance & Accounting Package covers everything a savvy creator business needs for excellent bookkeeping and financial performance.
Accounting & Bookkeeping
We’ll handle your vendor Accounts Payable & Accounts Receivable and month-end accounting.
Annual Budget & Financial Forecasting
We’ll work with you on creation, maintenance, and reporting for your annual budget and forecasting for the upcoming year.
Audits & Recommendations for Expenses + Insurance
Get expert eyes on your business expenses and sound guidance on alternatives for insurance and your other business needs.
Amortization Schedule
We will create and and maintain an amortization schedule for your pre-paid expenses.
Cash & Account Tracking
We can create, maintain, and report on your cash and accounts. We’ll identify where exactly your cash is and how it’s tracked.
Quickbooks Online
To set you up for success – and tax time – we’ll set up and maintain a Quickbooks account.
Quantitative Analysis
We’ll advise you on what strategic and tactical pivots should be made, if any, given trends in the numbers.
Spending Policy
We’ll create a spending policy for you and provide guidelines to help you stick to it.
Pricing
Ready to Level Up your money management?
OUR GUARANTEE
We deliver excellent work, on schedule, or your money back.
Setup Fee + Monthly Retainer of
- One-time Setup Fee: $5,000 (includes first month’s books). *extra fees may apply if books are significantly behind or have not been managed well.
- 30 day cancellation notice required; no minimum contract required
- *For US based businesses only. We do not provide tax returns or tax advice. We can direct you to our preferred CPA and be your liaison with them if preferred.
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