Financial Manager is for you if...
You want help making strategic decisions about the growth of your company.
You are ready to develop accounting and tax best practices, workflows and processes.
You are looking for someone to help you read and interpret financial statements.
You want to delegate tax planning, estimates, and return filings to an expert.
What's included with a Financial Manager?
If you're looking for a partner to help you build out those processes, and you are ready to delegate bookkeeping and tax filing responsibilities, this package is perfect for you.
Investment begins at $3,000 per month
How It Works
We've got the numbers covered! All transactions will be categorized accurately on a weekly basis.
All of the data that feeds into your financial systems will be collected and reported so there are no surprises.
Set budgets and dynamic forecasting, plus key performance indicators to plan forward throughout the year.
We shine the light on your monthly numbers and discuss strategies that will maximize the growth of your business.
We manage all of your estimated and annual tax filings, and all associated payments.
We'll provide advisory support for tasks you will manage such as invoicing, payments, and payroll.
Meet Jenn, CPA
YOUR ACCOUNT MANAGER
As your Account Manager, I will help you leverage your financial information and make strategic decisions in your business. I'll perform all essential accounting functions to save you valuable time, and as your point of contact for ongoing service, will be easily accessible and dedicated to your success!
Silver Lining's Playbook
Can't live without?