1. Financial Statement Dives

Financial Statement Dives entail a meticulous exploration of your financial records, unlocking deep insights and trends that drive strategic decisions. By scrutinizing income statements, balance sheets, and cash flow statements, this service unveils the financial health and performance indicators of your business.

  • Surface Swim – $100 for 45-min Zoom call reviewing your chart of accounts & advise on how to set up accounts accurately.
  • Mini Dive – Starting out at $400 involves remapping and numbering accounts, creating specialized accounts for tax optimization.
  • Deep Dive – Starting at $500-$5000, based on company size & industry.  Catchup/cleanup of financial statements, balance sheet reconciliation worksheets with backup details, note payable & loan amortization schedules, including interest expense allocations.
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