Empowering Small and Medium Businesses with Expert Financial Solutions

At The Greenwood Institute, we understand the unique challenges faced by small and medium-sized businesses. Our comprehensive financial management services are designed to help you streamline operations, enhance profitability, and drive sustainable growth.

Explore our tailored service packages and see how we can elevate your business to new heights.

Basic

Financial Foundation

Services Included:

  • Basic bookkeeping (QuickBooks/Xero)

  • Financial statement preparation

  • Monthly financial health check-ups

  • Email support

    Add-Ons:

    • Payroll services

    • Inventory management

Standard

Growth Enabler

Services Included:

  • Everything in the Basic Package

  • Detailed budgeting and forecasting

  • Quarterly business reviews

  • Real-time financial dashboard (Power BI/Tableau)

  • Basic FP&A services

    Add-Ons:

    • Financial projections for lenders/investors

    • Business process optimization

Premium

Success Accelerator

Services Included:

  • Everything in the Standard Package

  • Comprehensive data analytics

  • Full FP&A support

  • Strategic financial planning

  • Monthly strategy sessions

  • Custom financial insights

    Add-Ons:

    • Technology integration (NetSuite/Workday)

    • Strategic marketing insights

Our goal is to empower you with the knowledge and insights you need to grow your business confidently.