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Plans & Services
Explore what you get with each of our service plans. This page breaks down the key tasks and features included at every level. Whether you're just getting started or need advanced support, you'll find detailed explanations of what we do for you, so you can choose the plan that best fits your needs with confidence.
Diamond Plan
Fixed Asset Management
I maintain detailed records of your fixed assets, including acquisition costs, service dates, depreciation schedules, and disposals. This ensures compliance, supports tax reporting, and keeps your balance sheet accurate.
Product/Service Analysis
I break down the profitability of your individual products or services to highlight what's working—and what might need adjustment. This helps you focus resources on high-margin offerings and optimize pricing strategies.
Gold Plan
Quarterly Strategic Meetings
Every quarter, we meet to review your financial performance, discuss business goals, and adjust plans as needed. These meetings help you stay on track, adapt to changes, and make confident decisions backed by current data.
KPI Tracking
I help define and monitor the key performance indicators (KPIs) that matter most to your business—such as profit margins, customer acquisition cost, or average sale value—so you can measure success and progress more effectively.
Industry Comparison
I compare your financial performance against industry benchmarks to help you understand how your business stacks up. This can uncover opportunities for growth, pricing adjustments, or cost control strategies.
Silver Plan
Transaction Categorization
​I review each financial transaction and assign it to the correct income or expense category. This ensures your books are accurate, tax-ready, and provide real-time insights into where your money is going.
Monthly Account Reconciliation
Each month, I match your bank and credit card statements to your accounting records. This process helps identify errors, catch fraudulent activity early, and ensure that your financial data is accurate and complete.
Financial Analysis
I interpret your financial data to uncover trends, inefficiencies, or potential issues. You’ll receive straightforward insights to help guide decision-making and improve overall financial health.