Crème De La Crème Service Package

Our most comprehensive service, this package is for the food business owner that has been operating for 4+ years, expanded into an additional location or has launched an additional business, and also for the food business owner that wants to grow exponentially. We will include many services that will help you grow and strategize on how to make your goals a reality.

This is for the established business owner who is ready to skyrocket their profits and grow the business.

This is our most comprehensive full-service bookkeeping and financial analysis package. It includes everything in the main course, plus:

  • Weekly bookkeeping and reconciliation for accurate financial records

  • Monthly in-depth business performance reviews with actionable recommendations.

  • Detailed monthly financial reports (P & L statements, balance sheets and cash flow analysis.)

  • Monthly Company Insights Letter & Financial Ratios Summary Report

  • Tax-ready Year End Financial Statements and collaboration with your CPA

  • Dedicated VIP consulting package with monthly strategy sessions.

  • Customized KPI (Key Performance Indicator) tracking dashboards

  • Budgeting and forecasting tools tailored to your business goals

  • Ongoing compliance checks and financial process optimization

  • Access to a dedicated account manager for ongoing support

  • Exclusive access to advanced financial tools and resources

  • Monthly 60-minute call

  • Monthly Review of Inventory Value

  • Cash Flow, Budgeting & Specialized Reports

Side Dishes accompanying the Crème de la Crème package:

Designated as 3rd Party Contact or Accounting Representation:  Available to discuss accounting/tax topics with 3rd party institutions inquiring about accounting/tax related issues

Terms: You choose the date for payment OR Prepay 12 months at 10% Discount

Bookkeeping Team Access Level: Unlimited Email & Texts; Unlimited Phone Support

Completion/Delivery Date: By the 15th of the following month or sooner if possible

Response Time: 24 Hour response time via email or phone

Special Projects/Out of Scope Requests: Up to 12 hours per year included

It takes a lot to wrap your heads around bookkeeping. Dolly came out to our office and took the time to talk with us and find out exactly what we were doing rather than just looking at our books.

“It's an awesome experience! With myself & my wife, we have this business and Lost Art Cultured Foods where we make & distribute saurkraut - both businesses are under the same LLC. That was very complicated for us - it was raining over our heads. It takes a lot to wrap your heads around bookkeeping. Dolly came out to our office and took the time to talk with us and find out exactly what we were doing rather than just looking at our books. She was curious on the day-to-day stuff which was huge. We would definitely recommend her and anyone that's trying to save money & do their books - DON'T DO IT! It just doesn't work - it's a disaster! Do what you do best and then hire Dolly.”

Keane's Wood Fired Catering