Plan Details and Benefits
Fiscally Focused Plan is designed for growing businesses and savvy entrepreneurs, our Fiscally Focused Plan takes your financial management to new heights. This package combines Balanced Basics Services PLUS advanced reporting and analysis, providing you with the insights and tools needed to make informed decisions and drive growth.
Advanced Management and Tax Reporting
Delineation between Profit Centers for both Tax and Management purposes Allocations of Income and Expenses (where necessary)
In-depth Revenue Breakdowns and Cost of Sale analysis
Customizable reporting cadence options
Additional detailed reports:
Balance Sheet compared to Prior Year Period, Profit & Loss by Profit Center (Management vs Tax), Profit & Loss with Percentages, Profit & Loss Comparison with Small Business Sector Models (if applicable), Profit & Loss Comparison with Prior Period (if applicable)
Semi-Annual Financial Review: Bi-yearly in-depth analysis of your financial controls and processes, ensuring optimal financial health and identifying areas for improvement.
Monthly Live Webinars: Interactive group sessions with financial experts, allowing you to ask questions and receive personalized advice.
Sales Tax Reporting: Stay compliant with complex sales tax regulations across different jurisdictions.
With the Fiscally Focused Plan, you'll benefit from:
Comprehensive financial oversight tailored to your growing business.
Strategic insights to guide expansion and business investment decisions.
Customized reporting that separates management and tax considerations.
Detailed breakdowns of revenue and costs for enhanced decision-making.
Comparative analyses to benchmark your performance.
Proactive compliance management across multiple areas.
Time-saving automation of complex financial processes.
Ongoing education and personalized advice from financial experts.
Perfect for: Established small businesses with revenues between $500K-$1.5M, rapidly growing startups, and entrepreneurs managing multiple revenue streams or investments who need detailed financial intelligence to drive growth. Accelerate your business growth with our Fiscally Focused Plan and invest in the financial expertise and tools that will help take your business to new heights!
INVESTMENT: $375-$499 per month or pay for the full year and get 1 month free! (One-Time Onboarding $499)
*Monthly rate will be finalized during the consultation call. Monthly rate dependent on entities and complexity of your business.
At Streamlined Business Solutions, we excel in precise bookkeeping tailored to your needs. Contact us today for expert assistance.
