Financial Framework

Build a strong foundation for your small business with financial records that are structured for clarity and growth. This service is perfect for entrepreneurs who want to gain a deeper understanding of their finances while ensuring all records are precise and reliable. 

Reach out now to set up a consultation and start building your financial framework.

What's included in Financial Framework:

• Categorization of business bank feed transactions.
  
• Reconciliation of bank and credit card accounts.
  
• Email communication with a response within two business days.
  
• Monthly virtual meetings to discuss your finances, clarify your goals and answer your questions.
  
• Quarterly verification of assets and liabilities on your balance sheet for accuracy beyond bank accounts.
  
• Updated reports generated by the 25th of the following month upon timely receipt of required information.
  
• Standard profit and loss and balance sheet reports.
  
• Manual entry or import of transactions for accounts without connected bank feeds.