PACKAGES

Initial Set-Up Fee

Can include a review of all expenses to determine a monthly budget for each. Your budgeted numbers will reflect a discussion between the client and Flourish Financials to determine the best level of spending.

Package A

• Record Keeping and Data Entry – Maintain up-to-date records of financial transactions and enter into spreadsheets (ensuring all transactions are recorded correctly).

• Bank Statement Reconciliation – Reconcile with bank statements to identify discrepancies and ensure accounts are balanced.

Package B

• Record Keeping and Data Entry

• Bank Statement Reconciliation

• Expense Tracking – Track and categorize business expenses.

• Budgeting and Forecasting – Create and maintain a budget to assist in managing and planning. A monthly analysis will be given to highlight budget successes and shortfalls as well as growth opportunities.

Package C

• Record Keeping and Data Entry

• Bank Statement Reconciliation

• Expense Tracking

• Budgeting and Forecasting

• Payroll – Ensuring employees are paid accurately and on-time while managing payroll taxes properly.

• Accounts Receivable – Sending invoices to customers, tracking payments, and following up with overdue accounts.

• Accounts Payable – Tracking and paying bills and managing vendor relationships.

Tax Documentation/Organization and Audit Support – Working in concert with your accountant and/or tax professional by providing financial documents and support during tax season or during an audit.