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Core
$
500
Monthly
Accounting & Tax Bundle
Select
Business tax preparation and filing
State tax preparation and filing
Due date monitoring
Monthly account reconciliation
Maintaining your general ledger
Monthly basic financial reporting
General advisory
Advanced
$
1,200
Monthly
Advisory Bundle
Select
Includes everything in the Core Package and
Cash-flow projections
Industry benchmarks and KPIs
Profitability and expense reviews
Quarterly advisory meetings
Complete
$
2,500
Monthly
CFO Bundle
Select
Includes everything in the Advanced Package and
Monthly advisory meetings
Investment management
Cost management
Capital management
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