Entrepreneurs, Streamline Your Finances with Expert Bookkeeping Services
As a service-based entrepreneur, managing your finances can be complex and time-consuming. At The Greenwood Institute, we offer specialized bookkeeping services designed to simplify your financial management, allowing you to focus on growing your business.
Basic
Financial Foundation
Services Included:
Bookkeeping: Accurate recording and categorization of financial transactions.
Monthly Financial Reports: Income statement and balance sheet.
Expense Tracking: Detailed monitoring of business expenses.
Basic Cash Flow Management: Simple cash flow tracking and reporting.
Email Support: Basic email support for financial inquiries.
Add-Ons:
Payroll Services
Basic Tax Preparation
Initial Setup and Training:
Standard
Growth Enabler
Services Included:
Everything in Basic Package
Advanced Bookkeeping: Project-based accounting and revenue recognition.
Detailed Financial Reports: Monthly and quarterly financial summaries, including cash flow statements.
Budgeting and Forecasting: Creation of detailed budgets and financial forecasts.
Financial Planning & Analysis (FP&A): Regular financial analysis to support strategic decision-making.
Quarterly Review Meetings: Regular meetings to review financial performance and strategy.
Add-Ons:
KPI Tracking and Reporting
Advanced Tax Preparation
Custom Financial Reports
Software Integration
Premium
Success Accelerator
Services Included:
Everything in Standard Package
Full-Service Bookkeeping: Multi-currency management and complex transaction processing.
Strategic FP&A: In-depth financial planning, analysis, and custom financial models.
Advanced Data Analytics: Integration of financial data with business analytics tools for deeper insights.
Custom Financial Dashboards: Real-time financial dashboards tailored to your business needs.
Monthly Strategy Sessions: Regular strategy sessions to drive high-level business decisions
Add-Ons:
M&A Support
Fundraising Strategy and Support
Technology Integration
Custom Training for Staff