Sustain

Plan Overview

The Sustain plan is tailored for developed businesses seeking more than just basic accounting. This comprehensive financial package is ideal for companies that need advanced monitoring and control of their financial records. If you’re aiming to sustain growth, manage risks, and get strategic financial insights, this plan offers the ideal blend of services.

Included Services

Bank Reconciliation Services

Keep your finances in check. We reconcile your bank account balance with your cash balance, carefully reviewing bank statements and cash flow. Our experts make necessary adjustments to align your bank account and books accurately.

Professional Bookkeeping Services

Efficiently manage your financial transactions. Our skilled bookkeepers record and organize sales, purchases, expenses, and payments, ensuring accurate and up-to-date financial records. Gain a clear understanding of your financial health with categorized income sources and expenses.

Tax Advisory

Optimize your tax liabilities while remaining compliant. Our tax advisors help develop effective tax strategies to minimize taxes. We analyze your financial situation, identify tax-saving opportunities, and provide guidance on structuring transactions, investments, and operations.

Sales Tax Reporting

Stay compliant with sales tax regulations. We calculate applicable sales tax for each taxable sale and handle sales tax payments and returns. Let us take care of the complexities while ensuring adherence to sales tax laws.

Annual Company Tax Filing

Effortlessly fulfill your tax obligations. We handle the submission of annual estimated tax, calculation and withholding of necessary taxes, setting up tax payment plans, and preparing and submitting federal and state tax returns.

Generic Operating Agreements

Secure your business relationships. Choose from our collection of over 30 generic operating agreements that outline operating and governance provisions between your company, clients, and employees. Ensure clarity and protection in your agreements.

Trended Budgeting

Accurately predict future financial outcomes. By examining past trends and patterns, we identify underlying trends, cyclical patterns, and seasonality. This approach provides a stable and realistic estimate of your future financial performance.

Trend Forecasting

Make informed decisions based on numerical estimates. Our trend forecasting service projects future values and behaviors for variables like sales revenues, market demand, and financial metrics. Anticipate trends, predict market conditions, and allocate resources effectively.

Risk Management and Compliance

Safeguard your financial assets and ensure compliance. We identify and assess financial risks, develop risk mitigation strategies, and establish internal controls and processes. Stay compliant with financial regulations, tax laws, and reporting requirements.

Monthly Financial Reports

Get a comprehensive view of your financial position. Our monthly financial reports include balance sheets, income statements, and cash flow statements. These reports ensure compliance, transparency, and provide insights for audits or financial reviews.

Financial Planning and Analysis

Align your financial strategies with your business goals. We develop and implement financial strategies aligned with your objectives. Our services include financial forecasting, budgeting, cash flow management, and analysis to support decision-making.

Cash Flow Projection

Plan ahead with confidence. Our cash flow projection service estimates your future cash inflows and outflows, emphasizing timing. Gain insights into your liquidity position and make informed decisions for potential cash shortfalls or surpluses.

Actual vs Budget Analysis

Evaluate your financial performance against planned targets. We compare actual figures with your budgeted amounts and investigate the reasons behind deviations. Gain insights into the factors influencing your financial performance and make informed adjustments.

Schedule a Call Today.

Let GrizzB be your trusted partner on the path to financial success. Schedule a consultation with our Fractional CFO experts and discover how our comprehensive financial services can unlock your business’s true potential.

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