Advisory & Accounting Packages
Advising, Bookkeeping & Accounting for Businesses
Take the guesswork out of important growth and business strategy decisions. We empower business owners, with the information necessary, to make meaningful financial decisions that will impact both short-term and long-term goals.
As simple as it sounds, we do this by diving deep into the minute financial details: reconciled bank statements, cash flow statements, management reports, profit and loss statements, accounts payable and balance sheets. We analyze financial trends and focus on industry- and business-specific KPIs. We do all of this to give business owners a clear picture of how they’re doing and what they can do to improve.
Beech Advisory is your fully engaged financial and thought partner, dedicated to your success.
Monthly Advisory & Accounting Packages
Advisory
$85/mo
• Reconciled bank statements
(Single account recording)
Trend analysis
• Year end Trial Balance and tax preparation support
Advisory Pro
$200/mo
• Reconciled bank statements
(up to 3 accounts)
• Prepared financial statements, including profit and loss, and balance sheet reports
• Cashflow dashboard
• Trend analysis
• A one-on-one management meeting every month
Year end Trial Balance and tax preparation support
Advisory Pro +
• Reconciled bank statements
• Prepared financial statements, including profit and loss, and balance sheet reports
• Cashflow dashboard
• Trend analysis
• A one-on-one management meeting every month
Year end Trial Balance and tax preparation support
• Employee direct deposit (Contractor payments supported)
• Payroll Tax returns
a la Carte
For when you need a little extra support.
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Temporary Labor
Finding the right talent can hard. Save time and money by letting Beech Advisory assist with staff work in your business traditionally associated with month-end financial clerk functions.
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Tax Preparation
Save time at the end of the year, quarter or month. Whether you require assistance or simply hate managing business or personal tax, Beech Advisory works to make sure there are no surprises come Tax Day.
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Payroll
Services
We offer our payroll services as a stand-alone product. Whatever your payroll needs - from one up to 25 employees.
Let the numbers drive your decision making.
Be empowered to make informed decisions that align with your vision and scale your business.
FAQs
Will I have access to my financials as needed?
Beech Advisory utilitzes modern accounting so that you, the decision maker, have access to relelvant business reporting 24/7.
My current ledger is on legacy software, can I still tranistion to the cloud?
If you are currently on legacy software, we will help coordinate a Go Live date for your ledger to move to the cloud. Additionally, we assess your migration needs and provide the best solution for retaining prior years' data.