Sherry Aland PC Advisory Packages
Core Advisory
Starting at $750 per month
Basic Tax Planning and Compliance
Monthly/Quarterly Tax Strategy Consult
Tax Return Preparation
Estimated Tax Payments
Financial Reporting and Bookkeeping Support
Bookkeeping Oversight
Financial Statement Oversight
Advisory Services
Basic Financial Advisory Budgeting Assistance
Tax Compliance and Support
IRS Correspondence
Regulatory Guidance
*Add bookkeeping Services starting at $250 per month
Strategic CFO Advisory
Starting at $2,500 per month
Financial Reporting and Analysis
Monthly Financial Statements
KPI Reporting
Basic Financial Analysis
Cash Flow Management
Cash Flow Forecasting
Working Capital Management
Budgeting and Forecasting
Annual Budget Preparation
Quarterly Forecasting
Tax Planning and Compliance
Basic Tax Planning
Tax Filing Support
Internal Controls and Risk Management
Internal Control Review
Risk Assessment
Strategic Financial Adice
Financial Strategy Sessions
Decision Support
Technology Integration
Financial Software Oversight
Basic Automation
*Add bookkeeping Services starting at $250 per month
Elite CFO Advisory
Starting at $7,000 per month
Advanced Financial Reporting and Analysis
Custom Financial Reports
KPI Development and Monitoring
Operational Analytics
Cash Flow Management and Optimization
Cash Flow Forecasting and Management
Working Capital Optimization
Financial Strategy and Planning
Budgeting and Forecasting
Financial Analysis
Scenario Planning
Tax Strategy and Compliance
Strategic Tax Planning
Tax Compliance Management
Audit Support
Risk Management and Internal Controls
Risk Assessment and Mitigation
Internal Controls Development
Insurance and Hedging Strategies
Executive Advisory Services
Strategic Advisory
Board Reporting
Technology and Systems Integration
ERP and Financial Software Management
Process Automation
Performance Improvement Initiatives
Cost Reduction Strategies
Profitability Enhancement
Succession Planning and Exit Strategy
Succession Planning.
Exit Strategy Advisory
*Add bookkeeping Services starting at $2,500 per month