We understand that establishing a strong financial foundation is vital for the growth and success of both startups and small businesses. Our Financial Foundations Package is a one-time fee service that includes the following essential services:

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• Setting up accounting software: We'll assist you in selecting the right accounting software and setting up your chart of accounts and other necessary accounting settings. This will streamline your bookkeeping processes and make it easier for you to track your expenses and revenue.

• Establishing a budget: We'll help you determine your startup or small business costs and create a budget for ongoing expenses such as rent, utilities, and employee salaries. This will enable you to manage your cash flow effectively and avoid overspending.

• Setting up a comprehensive Financial Planning and Analysis (FP&A) system: Our FP&A solutions will enhance your financial planning and decision-making processes. We'll either implement a pre-existing tool or develop a comprehensive model that integrates with your company's financial data. This will enable you to make informed decisions, track your progress, and make necessary adjustments to your budget and strategies as needed.

• Assisting with cash management: We can provide guidance on where to keep your funds and whether to invest in savings accounts, bonds, or other investment vehicles. Our expertise can help you manage your cash more effectively and optimize your returns.

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Overall, our Financial Foundations Package provides startups and small businesses with a solid financial foundation that is critical for their growth and success. By having an efficient and organized financial management system, they can make informed decisions, manage their cash flow effectively, and track their progress towards their goals. Contact us today to learn more about how we can help your business thrive.