After Onboarding: From Setup to Success
Using your financial roadmap to guide strategic growth and smart decisions.
Roadmap to Success
Your journey to success begins with the strong foundation we build together during onboarding. This stage sets the tone for everything that follows — equipping you with the tools, systems, and insights needed to move forward with confidence.
From there, monthly financial statements, personalized support, and proactive advice help guide your decisions — keeping you on track and aligned with your long-term goals. It’s not just about numbers; it’s about making smarter choices that drive real results.
in by the third day, out by the third Friday of the month
Once onboarding is complete, we move into a steady rhythm to keep your financials accurate and up to date.
By the 3rd day of each month, you’ll send us key documents such as sales reports, online platform statements, bank and credit card statements, and loan details. This timely information allows us to maintain clean, accurate books and deliver current, comprehensive financial statements you can rely on.
Consistent monthly reporting is essential — it keeps you informed, compliant, and positioned to make smart, timely decisions for your business.
On our end, we’ll take care of the details that keep your financials in shape. This includes reconciling bank and credit card accounts, amortizing loans, and closing your books accurately and on time.
By the 3rd friday of each month, you’ll receive a complete set of accurate, up-to-date financial statements — giving you the clarity and confidence to manage cash flow, monitor performance, and make informed decisions.
Reliable financials aren’t just numbers — they’re the foundation for better business management and smarter strategy.
Financial statements
Your financial statements are more than just reports — they’re the narrative of your business.
It’s tempting to skip straight to the bottom line and focus on net income. And while that number is important, it only tells a small part of the story. Relying solely on it can lead to missed opportunities, reduced profitability, and overlooked tax deductions.
When properly prepared and reviewed, your financial statements reveal the full picture — how your business earns, spends, invests, and grows. They help you understand patterns, spot inefficiencies, and make smarter decisions that drive long-term success.
The Profit & Loss statement details business activity over a period of time —
- REVENUE: sales
- EXPENSES: cost of good sold, general expenses
- NET PROFIT/LOSS: the bottom line
Your financial statements provide a structured overview of your business’s financial health — not just for today, but over time.
Each month, you’ll receive a full financial reporting package that includes your Balance Sheet (Assets, Liabilities, and Equity) and Income Statement (Profit & Loss), along with:
- A two- and four-year comparative Profit & Loss statement
- A monthly comparative Balance Sheet
- A year-end close of books summary
With these clear and accurate reports, you’ll gain valuable insight into sales trends, expense patterns, asset growth, liabilities, and ultimately, your ownership equity — helping you stay informed and make confident, data-driven decisions.
The Balance Sheet is essentially a snapshot of your business on a given date —
- ASSETS: bank accounts, inventory, buildings, equipment
- LIABILITIES: credit cards and accounts payable, loans, and tax payables
- EQUITY: capital stock, or owner's equity in the business
Advisory meetings
Our advisory meetings are more than just check-ins — they’re focused strategy sessions designed to help you make smarter, more confident decisions. We listen closely, ask the right questions, and offer guidance tailored to your business goals.
The frequency of these meetings depends on the service level you choose. Since proactive planning plays such a critical role in business success, it’s no surprise that over 90% of our clients opt for our Plus level to stay ahead.
Whether you’re looking for steady growth, better clarity, or peace of mind, we’re here to provide the insight and partnership you need — so you can focus on doing what you love, while we help guide the path forward.
We offer three levels of service to meet you where you are — and help get you where you want to go. Whether you’re focused on staying compliant, gaining clarity, or building a strategic partnership, we have a plan designed to support your goals.
Compliance Essentials
Stay on track with the basics. This plan includes an annual meeting to review your tax return, ensuring everything is filed accurately and on time — but with minimal ongoing planning throughout the year.
Financial Clarity
Perfect for growing businesses, this plan includes four strategic advisory meetings per year. Designed to eliminate surprises, these sessions allow ample time to make proactive adjustments and optimize your financial position before year-end.
Strategic Advisory
Take full control of your financial future. With monthly in-depth reviews, this plan gives you the benefit of a high-level financial partner — the equivalent of having an outsourced CFO focused on strategy, growth, and long-term success.
Address: 53 State Street Suite 500, Boston MA 02109
Phone: (781) 309-6778