GROWTH LITE PACKAGE

GROWTH LITE PACKAGE

Perfect for freelancers and startups seeking reliable, compliant bookkeeping foundations.

$699/Month

Services Include:

Weekly transaction updates and reconciliations (up to 4 accounts).
Short-term cash flow forecasting (3 months).
2-hour strategy consultation with business insights.
Quarterly profitability and cost review.
Accounts receivable aging and follow-up support.
Customized P&L; formatting by department or service line.
Quarterly variance analysis report.
Payroll setup and processing support.
Expense and trend analysis dashboard.
Cloud bookkeeping and tax file organization.
One-time setup fee: $250.
Client Benefits:
Enhance financial clarity for better decision-making.
Gain insight into business trends and profitability.
Get strategic guidance without full-time CFO costs.
Plan future growth through short-term forecasting.

330 North Colony St, Wallingford, CT 06492 | www.jmkservices.net | michael@jmkservices.net | (203) 632-0681