"Financial navigator" is the best fit as it emphasises a balanced approach to financial management, conveying stability, control, and organisation. It’s ideal for time-strapped entrepreneurs who want assurance that their finances are kept in line, freeing them to focus on other areas of business growth.
Monthly bookkeeping services for accurate financial records.
Financial reports preparation, including profit and loss, balance sheet, and cash flow statements.
Expense and Budget Tracking:
Systems setup for tracking business expenses and managing budgets.
Monthly budget reports to monitor spending, control costs, and assess savings.
Tax Planning Support:
Quarterly tax planning sessions to minimize tax liabilities.
Year-end tax preparation with optimized tax-saving strategies.
Onboarding: Initial assessment of your business needs and current financial structure. Introduction to the dedicated account manager. Setup of bookkeeping, payroll, and expense tracking systems. Financial Setup and System Integration: Integration of bookkeeping and payroll systems. Establishing monthly financial reporting and budget tracking. Monthly Bookkeeping and Reporting: Regular bookkeeping to maintain accurate financial records. Monthly reporting on profit and loss, cash flow, and expenses. Quarterly Tax Planning: Review of financial data to optimize tax strategy. Tax-saving recommendations and strategy adjustments. End-of-Year Compliance: Finalize annual tax filings and ROC filings. Year-end financial report and tax-saving review. Ongoing Support: Dedicated account manager for communication and support. Regular updates on financial health and suggestions for improvement.
Q1: Is this package suitable for growing businesses? A: Absolutely! Financial Navigator is designed for businesses that require more than just basic compliance and are looking for regular oversight to keep their finances organized and optimized.
Q2: What does the bookkeeping service include? A: Bookkeeping includes maintaining accurate financial records, preparing monthly reports like profit and loss statements, and tracking cash flow.
Q3: Do you provide payroll services? A: Yes, payroll management is included, covering payroll processing, tax withholding, and compliance filing.
Q4: How often do you conduct tax planning sessions? A: We offer quarterly tax planning sessions to help reduce your tax liabilities and prepare for year-end filings.
Q5: Can I upgrade to a higher tier if my needs change? A: Absolutely. You can upgrade to a higher tier at any time to access additional strategic support and CFO-level guidance.
