Strategic Accounting & Bookkeeping
We provide accurate financial records and insightful analysis to drive informed decisions and profitable growth.
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Foundation Package (Compliance & Clean-Up)
This Package is Designed for Smaller Businesses or Those Needing Reliable, Compliant Financial Recording and Assurance that Their Basics are Covered.
It Focuses on the Core Bookkeeping Function.
Transaction Processing:
Daily Recording and Categorization of all Business Transactions (Revenue, Expenses, Capital).
Bank & Credit Card Reconciliation:
Matching all Transactions to Bank and Credit Card Statements to Ensure Accuracy.
Accounts Payable (Basic):
Management of Vendor Bills and Expense Recording (Excludes Payment Execution).
Core Financial Statements:
Preparation of Standard Profit & Loss (Income Statement) and Balance Sheet.
Software Management:
Setup and Maintenance of Cloud-Based Accounting Software (e.g., QuickBooks Online, PeechTree, ERP).
Tax-Ready Records:
Providing Year-End Books to the Client’s Tax Preparer.
Support:
Email Support for Basic Bookkeeping Questions.
Growth Package (Management & Reporting)
This package is for Growing Businesses that Require Deeper Financial Visibility, Robust Reporting, and Assistance with Day-to-Day Cash Flow Management.
It Bridges the Gap Between Basic Bookkeeping and Strategic Analysis.
Everything in the Foundation Package:
All Core Services Included.
Accounts Receivable Management:
Creating and Sending Invoices, Tracking Payment Due Dates, and Reporting on Overdue Accounts.
Full Payroll Processing:
Managing Employee Payroll, including Calculating Wages, Deductions, and Processing Payments.
Monthly Management Reports:
Detailed Financial Reports including Cash Flow Statement, Budget vs. Actual Analysis, and Key Performance Indicator (KPI) Dashboard.
Sales Tax/VAT/GST Filing:
Preparation and Timely Filing of Required Indirect Tax Returns in Applicable Global Jurisdictions.
Compliance Support:
Assistance with Required Documentation for Audits or Statutory Filings.
Support:
Priority Email and Scheduled Quarterly Review Calls.
Strategic Partner Package (CFO Advisory & Planning)
This Package is for Established or Rapidly Scaling Global Businesses Seeking High-Level Financial Leadership and Proactive Strategic Guidance Without the Cost of a Full-Time Chief Financial Officer (CFO).
It Focuses on Strategic Accounting.
Everything in the Growth Package:
All Core and Management Services Included.
Controller Services:
Overseeing Financial Operations, Ensuring Strong Internal Controls, and Managing the Month-End Close Process.
Financial Forecasting & Budgeting:
Developing Detailed Annual Budgets, Long-Term Financial Models, and Cash Flow Forecasts to Plan Future Needs.
Strategic Advisory Meetings:
In-Depth Discussion with a Dedicated Consultant to Review Financial Results, Analyze Trends, and Discuss Business Strategy.
Scenario Planning:
Modeling the Financial Impact of Major Decisions, such as Expansion, Hiring, or Capital Investment.
Global Tax Strategy Consultation:
Coordinating with the Client’s Tax Advisors to Ensure Tax Efficiency Across International Entities.
Ad-Hoc Support:
Unlimited Access to the Dedicated Consulting Team for Urgent Financial Questions or Data Requests.
Let’s work together
Get in touch today and receive a complimentary consultation.
- author@knowthys.com
- +260 97 59 51 777
- +92 311 22 66 705
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