Expert Bookkeeping & Financial Advisory Services for Small Businesses
At Thrive Advisors, we understand that managing finances can be a daunting task for small business owners. That's why we offer a tiered system of expert bookkeeping and financial advisory services to help you succeed.
Expert Bookkeeping & Financial Advisory Services for Small Businesses
Our tailormade tiered approach meets you in your season of business.
OUR TEAM OF EXPERIENCED PROFESSIONALS IS DEDICATED TO PROVIDING ACCURATE, RELIABLE, AND CUSTOMIZED SERVICES THAT MEET THE UNIQUE NEEDS OF EACH OF OUR CLIENTS.
Bookkeeping Services
Receipt Management
AR & AP Management
VIP
Monthly Accountability Meeting
Annual Expense Review
Annual Budget Creation + Tracking
2 KPI Tracking
Bank & Credit Reconciliations
Categorized transactions
Monthly Financial Statements
1099 Processing Annually ($15/form)
Monthly Accountability Meeting
Annual Expense Review
Annual Budget Creation + Tracking
2 KPI Tracking
Advanced
Bank & Credit Reconciliations
Categorized transactions
Monthly Financial Statements
1099 Processing Annually ($15/form)
Basic
Bank & Credit Reconciliations
Categorized transactions
Monthly Financial Statements
1099 Processing Annually ($15/form)
PLUS
PLUS
*A Consultation Call is required for all proposed services.
Our team of experienced professionals is dedicated to providing accurate, reliable, and customized services that meet the unique needs of each of our clients.
Bank & Credit Reconciliations
Categorized transactions
Monthly Financial Statements
1099 Processing Annually ($15/form)
Basic
End of the Month
Completed at
Basic Tier PLUS
Monthly Accountability Meeting
Annual Expense Review
Annual Budget Creation + Tracking
2 KPI Tracking
Advanced
15th of the Month
Complete on
VIP
Advanced Tier PLUS
Receipt Management
AR & AP Management
20th of the Month
Complete on
A Consultation Call is required for all proposed services.
We help you manage your cash flow by providing advice on cash flow projections, cash flow analysis, and cash flow improvement strategies.
Cash flow Management
We help you create a realistic budget and forecast for your business that takes into account your goals and objectives.
Budgeting and forecasting
Financial Advisory Services
By working with us, small business owners can save time, reduce stress, and gain peace of mind knowing that their finances are in good hands.
Benefits
We are committed to accuracy, confidentiality, and professionalism, and we go above and beyond to provide excellent customer service.
Our services are tailored to meet the unique needs of each client, and we work closely with our clients to ensure their satisfaction.
