Executive
Gain full financial visibility with detailed reporting, advanced analysis, and seamless accounts payable. The Executive Plan includes quarterly and annual reports, priority support, and deeper insights to help you lead with confidence.
Drive Peak Performance with Executive Financial Management
Full-Service Bookkeeping
We keep your books clean and current—no matter how many transactions you run
Performance Dashboard
Track performance at a glance. See your key metrics updated daily—so you can make decisions faster.
Comprehensive Financial Reporting
Get clear profit & loss, balance sheet, accounts payable, accounts receivable, and general ledger reports delivered monthly. Built for visibility and alignment.
Comprehensive Financial Analysis
Gain deeper insights with comprehensive financial analysis reports. We'll provide valuable context and help you understand your company's financial performance.
Year-end Package for your tax preparer
Your financials are organized, accurate, and always ready for tax season or audits.
Executive-Level Reporting Unmatched Clarity
Stay aligned with consistent, timely updates that help you monitor progress and spot shifts early.
Get a broader perspective on how your business is evolving—with trends, patterns, and big-picture clarity.
Look back with confidence and plan ahead with purpose through structured, year-end financial visibility.
Deeper Financial Insight with the Executive Plan
Budget Analysis
Compare actuals to your monthly budget and stay aligned with your goals. Pinpoint where to adjust before small issues become big ones.
Profit & Revenue Analysis
Get a clear picture of revenue, COGS, and profitability. Identify your top performers and uncover areas for increased efficiency.
Cost & Expense Analysis
Track categorized spending trends across the business. Reduce unnecessary costs without impacting operations.
Cash Flow Analysis
Understand where your money goes—and where it should be. Forecast future needs, avoid crunches, and keep your cash working smart.
Risk Analysis
Spot risks before they surface. We identify financial vulnerabilities and help you build a plan to stay protected and resilient.
Benchmark Analysis
Know where you stand—and how to get ahead. We compare your KPIs against industry leaders to reveal opportunities for sharper performance.
Growth Projections
Forecast with confidence. We turn your financial data into forward-looking insights, helping you plan for expansion, investment, and sustainable growth.
Streamline Your Finances Accelerate Your Growth
Experience next-generation bookkeeping and financial analysis — powered by human expertise and AI precision.
