Our Services

We work with entrepreneurs & business owners, providing them with the tools and insights needed to grow with confidence.

Whether you are struggling with disorganized financial records, uncertain cash flow, payroll headaches, or tax planning, we deliver tailored solutions that simplify your workload.

Let us help you streamline your accounting, make confident decisions, and get back to focusing on what you enjoy doing.

Essential Accounting

Starting at $400 / month

  • Categorization and recording of income and expenses

  • Account reconciliations for bank, credit card and loan accounts

  • Balance Sheet, Profit & Loss Statement & General Ledger maintained by a CPA

  • Financial reporting provided monthly: Balance Sheet; Profit & Loss Statement; Cash Flow Statement

  • Guidance on accounting best practices

Ad-On Services Available

  • Year-round tax strategy

  • Federal & State tax filing

  • Payroll support

  • Reasonable Compensation Analysis & Report

  • Historical data cleanup

  • Life & Health insurance solutions

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Growth Analytics & Insight

Starting at $750 / month

  • Detailed monthly financial statement review:

    Analyze Balance Sheet, Profit & Loss & Cash        Flow statements to highlight key trends,            anomalies and    areas of concern or                      opportunity

  • Everything included in the Essential Accounting package

  • Customizable KPI Tracking:

    Identify and track key performance indicators

    Regular review and adjustments to align with business goals

  • Annual Budget preparation & Budget vs Actual Report provided monthly

  • Custom Dashboard & Reports

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Strategic Foresight

Starting at $2,000 / month

  • Everything included in the Growth Analytics & Insight package

  • Create multi-year forecast based on historical data and industry trends using Jirav FP&A tools (Software is included $800/month value)

  • Scenario Analysis: Model "what-if" scenarios using Jirav FP&A tools

  • Cash Flow Projection