Monthly Services

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At Strategic Growth Partners, we understand that managing the financial side of your business can be overwhelming and time-consuming. That’s why we offer tailored monthly financial services to give you clarity, control, and peace of mind. Whether you're struggling with cash flow, profitability, or planning for growth, our comprehensive monthly packages are designed to help Main Street businesses thrive. 

Our monthly services are structured to grow with your business, offering the right level of support at each stage. From basic bookkeeping to advanced fractional CFO services, we provide a holistic financial management solution customized to your unique needs.

Here’s a transparent, detailed breakdown of what you can expect in each tier of our monthly services.

Price: $750 - $1,200 per month

Ideal For: Small businesses generating $100K - $500K in annual revenue that need reliable bookkeeping and basic financial oversight.

Services:

Bookkeeping:

• Accurate and timely transaction recording and categorization.
• Monthly bank and credit card reconciliations.
• Accounts payable/receivable management.
• Payroll and sales tax entries.
• Support for both cash and accrual accounting methods.

Monthly Financial Reports:

• Profit and Loss Statement (P&L): Understand your business’s performance each month, highlighting revenues, expenses, and net profit.
• Balance Sheet: See your business’s financial position at a glance.
• Cash Flow Statement: Monitor your inflows and outflows to stay on top of liquidity.
• Basic Financial Insights: Quick, easy-to-understand insights to help you interpret your financial reports.

Basic Budgeting & Expense Tracking:

• Simple expense tracking to keep an eye on where your money is going.
• High-level budgeting to ensure you stay on target with your business goals.

Tax Readiness:

• Prepare your books for tax season, ensuring they are clean and compliant.
• Coordination with your CPA or tax professional to ensure smooth tax filing.

Deliverables:

• Clean, reconciled books every month.
• Essential financial reports delivered by the 10th of each month.
• Tax-ready financials, with support from our team in preparing for tax season. 

Price: $1,500 - $2,500 per month

Ideal For: Growing businesses generating $500K - $2.5M in annual revenue that need more comprehensive financial management and control over cash flow and profitability.

Everything in Tier 1, Plus:

Controller Services:

• Cash Flow Forecasting: Ensure you have enough cash to cover upcoming expenses and make strategic decisions.
• Profitability Tracking: Detailed analysis of what’s driving profit and what’s holding it back.
• Expense Optimization: Identify areas to reduce costs without sacrificing quality or efficiency.
• Vendor Negotiations: Work with your key suppliers to negotiate better rates and terms, improving margins.

Advanced Financial Reports:

• Detailed monthly reports with in-depth analysis of cash flow, profitability, and expense tracking.
• Key Performance Indicators (KPIs): Track critical financial metrics relevant to your industry and business goals.

Budgeting & Forecasting:

• Detailed monthly budgeting and forecasting, including multiple scenarios for different potential outcomes.
• Monitor variances between your budget and actual performance, allowing for adjustments in real-time.

Light Fractional CFO Services:

• Financial Analysis: Basic analysis of business trends and strategic recommendations.
• KPI Tracking: Identify and monitor KPIs to measure your business’s success and guide future decision-making.

Deliverables:

• Comprehensive financial reporting, including KPIs, cash flow forecasts, and expense analysis.
• Monthly budget vs. actual analysis to guide decision-making.
• Strategic insights delivered directly to help improve profitability and manage growth.

Price: $3,000 - $5,000+ per month

Ideal For: Established businesses generating $2.5M - $5M+ in annual revenue that need a trusted financial partner to support growth planning, scaling, or preparing for a potential exit.

Everything in Tier 1 and 2, Plus:

Advanced Controller Services:

• Quarterly Financial Reviews: In-depth reviews of your financials every quarter, ensuring alignment with your business goals.
• Internal Controls: Establish and refine internal processes to protect your business from financial risks and inefficiencies.

Fractional CFO Services:

• Strategic Financial Planning: Develop long-term financial strategies to support growth, manage risks, and prepare for exit planning or acquisitions.
• Exit Readiness: Whether you’re preparing to sell or transition your business, we provide exit strategies and readiness assessments.
• Mergers & Acquisitions (M&A) Support: Assistance with valuation, due diligence, and integration for potential acquisitions or mergers.
• Risk Management: Identify and mitigate financial risks to protect your business as it scales.

Advanced KPI Development:

• Develop industry-specific KPIs tailored to your business needs, providing deeper insight into operational performance and financial health.

Custom Financial Projects:

• Assistance with specific financial initiatives, such as new market entry, capital raising, or operational expansion projects.

Deliverables:

• Comprehensive financial strategy designed for long-term growth or exit.
• Quarterly in-depth financial reviews and strategic adjustments.
• Exit readiness or M&A support, guiding you through transitions with expert insights.