Reporting & Light Advisory
Beyond the monthly close: custom dashboards, cash-flow visibility, and a monthly call to talk through what the numbers mean.
A clear picture of cash and performance — and a monthly conversation about it.
This is for you if…
- Revenue is growing, cash feels tight
- You want KPIs, not just statements
- Budget vs. actual matters now
- You want a thinking partner on numbers
What’s included
- Custom KPI dashboard
- Cash-flow tracking & runway view
- Budget vs. actual reporting
- Monthly 30-minute review call
- Class / project / location tracking
Common questions
A bookkeeper (me) keeps your day-to-day books clean, current, reconciled, and tax-ready — categorizing transactions, reconciling accounts, and producing monthly financial statements. A CPA files your tax returns and advises on tax strategy. You typically want both: when I hand your CPA clean books, their job is faster and their bill is smaller. I do not prepare or file taxes, and nothing here is tax advice.
Monthly bookkeeping starts at $450/mo and scales with your transaction volume and number of accounts. Cleanup is project-based (from $90 per month of books), and software setup is a one-time fee from $600. You always get a clear, written quote after a quick review of your books — no surprise hourly invoices. Prices shown are illustrative for this template.