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Target Client:Growing businesses that need managerial insights to make decisions, not just compliance reporting.This tier aligns with the upward-growth chart symbol in our logo. Best for Growing firms needing budget vs. actuals and A/R management.
Package Focus: Growth Analytics & Cash Flow Strategy.
Key Services (Includes Tier 1, plus):
Budgeting and Forecasting.
Budget vs. Actuals analysis and variance reporting.
Accounts Receivable (A/R) management and collections strategy.
Accounts Payable (A/P) bill pay services.
Customized KPI (Key Performance Indicator) dashboards.
Quarterly strategic financial review meeting with the client (serving as an outsourced Controller).
Target Client:Growing businesses that need managerial insights to make decisions, not just compliance reporting.This tier aligns with the upward-growth chart symbol in our logo. Best for Growing firms needing budget vs. actuals and A/R management.
Package Focus: Growth Analytics & Cash Flow Strategy.
Key Services (Includes Tier 1, plus):
Budgeting and Forecasting.
Budget vs. Actuals analysis and variance reporting.
Accounts Receivable (A/R) management and collections strategy.
Accounts Payable (A/P) bill pay services.
Customized KPI (Key Performance Indicator) dashboards.
Quarterly strategic financial review meeting with the client (serving as an outsourced Controller).