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SERVICES + PRICING

ADMINISTRATIVE SUPPORT

Financial Analysis:

  • Provide financial analysis and insights to support decision-making.

  • Conduct variance analysis to compare actual performance to budget/forecast.

  • Identify trends and recommend adjustments to business strategies.

DAILY BOOKKEEPING

Bookkeeping:

  • Maintain accurate and organized financial records.

  • Record all financial transactions, including sales, expenses, and payroll.

  • Reconcile bank statements and financial accounts regularly.

ANALYSIS + REVIEW

Financial Reporting:

  • Prepare and maintain financial statements (income statement, balance sheet, cash flow statement).

  • Generate regular financial reports for management and stakeholders.

  • Ensure compliance with Generally Accepted Accounting Principles (GAAP) and any local regulations.

ACCOUNTANT NEEDS

Cost Management:

  • Monitor and control operating costs and expenses.

  • Analyze cost structures to identify opportunities for cost reduction.

  • Evaluate vendor contracts and negotiate favorable terms.

OFFICE NEEDS

Financial Planning and Strategy:

  • Develop a financial plan for the restaurant's launch and ongoing operations.

  • Create a budget and forecast financial performance.

  • Assist in setting pricing strategies and profit margins.

  • Consulting services for new businesses all areas of pre-opening and operating organization, training & processes

EXPERTISE

Tax Compliance:

  • Coordinate with tax advisors to ensure compliance with U.S. tax laws.

  • Prepare and file tax returns (income tax, payroll tax, sales tax, etc.).

  • Implement tax-saving strategies and incentives when applicable.

Consulting:

  • Solution oriented 

  • Setting up processes that work

  • Clear communication

PRICING

Pricing

Basic Plan

The Basic plan would be for companies with 100K to 1mill in revenue and/or up to 150 transactions per month  

900

per month

Advanced Plan

The Advanced plan would be for companies with 1.2mill to 4mill in revenue and / or up to 350 transactions per month 

2000

per month

Custom Plan

Suitable for Your Needs

Not every client can easily fall in a very broad category either in number of trasactions to be recorded per month or sales. This is why I offer a Custom Plan. All you need is to do is reach out and we will seat and find the best and most appropriate plan for your needs

TBD

since 2017 Jeannette Vilaro

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