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Services are customized to reflect the unique requirements of each project. Pricing varies based on scope and is determined following a detailed review of your needs.
Financial Management & Fiscal Project Execution
Financial Management & Fiscal Project Execution
I. Core Bookkeeping & Reporting
I. Core Bookkeeping & Reporting
Essential Reporting
Monthly categorization (up to 100 transactions), standard bank reconciliations, and delivery of P&L + Balance Sheet.
Growth Reporting & KPI
Enhanced tracking (up to 300 transactions) including A/R & A/P oversight and quarterly KPI performance dashboards.
Strategic Advisory
Unlimited transaction volume, Cash-Flow Forecasting, and monthly strategic advisory calls for complex entities.
II. Financial Clean-Up & Project Start-Up
II. Financial Clean-Up & Project Start-Up
Historical Clean-Up/Catch-Up
Project-based cleanup of prior financial periods to ensure tax compliance and data accuracy (priced per month of backlog).
Small Business Finance Starter
Entity setup support, chart of accounts design, and first-year Cash-Flow Projection modeling.
III. Strategic Planning & Coaching
III. Strategic Planning & Coaching
Financial Roadmap & Action Plan
Custom budgeting, debt reduction strategy, and capital allocation overview for long-term growth.
Ongoing Executive Coaching
Two 45-min calls/month, progress tracking, email/Voxer support
Operational Excellence & Process Optimization
Operational Excellence & Process Optimization
I. Process & Efficiency
I. Process & Efficiency
Process Mapping & Value Stream Analysis
Deep dive to map core workflows, identify bottlenecks, and remove administrative waste using Lean Six Sigma principles.
Standard Operating Procedure (SOP) Development
Creation of consistent, repeatable "Business Playbooks" and checklists to ensure quality and scalability.
II. Project Logistics & Implementation
II. Project Logistics & Implementation
Workshop: Efficiency & Cash Flow
Direct support in rolling out new software or systems to ensure team adoption and data integrity.
Operational Scheduling & Logistics
Coordination of complex project timelines, vendor scheduling, and resource allocation.
Specialized Non-Profit & Real Estate Project Management
Specialized Non-Profit & Real Estate Project Management
I. Non-Profit Grant Administration
I. Non-Profit Grant Administration
Grant Fund Tracking
Precise fund accounting to track spending against grant restrictions and budget line items.
Drawdown/Reimbursement Package
Assemble the financial packet with schedules and required support
Funder Report Preparation
Compilation of financial data sections to tie-out to the ledger/budget for accurate funder submissions.
Audit Liaison & Packet Prep
Organization of financial documentation and schedules to streamline the audit process and reduce CPA queries.
II. Real Estate: Asset Lifecycle Oversight
II. Real Estate: Asset Lifecycle Oversight
Construction Draw Management
Administration of lender draw requests, lien waiver collection, and contractor payout schedules.
Project Budget Tracking
Real-time monitoring of renovation costs against the initial budget to flag overruns immediately.
Procurement & Compliance
Organization of quotes, invoices, COIs, and W-9s to ensure project compliance before payments are released.
Let's Build Your Foundation
Let's Build Your Foundation
Ready to apply professional project discipline and strategic oversight to your business?
Contact 313 Insights today to schedule your initial consultation!
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