Drive Plan

$2,000.00

Drive Plan

$2,000 (Per Month)

The Focus:

Proactive, offensive financial leadership designed to directly increase net income.

Best for:

  • Complex, high-volume operations

  • Product-based organizations

  • Over 150 monthly transactions.

Includes:

  • Full revenue & expense entry

  • Vendor/client data management

  • Accounts payable & receivable entry

  • Chart of accounts optimization

  • Standard monthly reporting packages (Income Statement, Balance Sheet, Cash Flow).

  • Full payroll operations for under 10 employees

  • 1099 contractor reporting

  • basic inventory value reconciliation

  • multi-channel inventory tracking

  • Comprehensive margin analysis

  • Full payroll operations for under 50 employees

  • Optional 30 minute strategy planning call each month.

Flexibility:

Your choice of custom report delivery schedules:

  • Weekly

  • Biweekly

  • Monthly

Drive Plan

$2,000 (Per Month)

The Focus:

Proactive, offensive financial leadership designed to directly increase net income.

Best for:

  • Complex, high-volume operations

  • Product-based organizations

  • Over 150 monthly transactions.

Includes:

  • Full revenue & expense entry

  • Vendor/client data management

  • Accounts payable & receivable entry

  • Chart of accounts optimization

  • Standard monthly reporting packages (Income Statement, Balance Sheet, Cash Flow).

  • Full payroll operations for under 10 employees

  • 1099 contractor reporting

  • basic inventory value reconciliation

  • multi-channel inventory tracking

  • Comprehensive margin analysis

  • Full payroll operations for under 50 employees

  • Optional 30 minute strategy planning call each month.

Flexibility:

Your choice of custom report delivery schedules:

  • Weekly

  • Biweekly

  • Monthly