Visionary

For established businesses scaling operations and needing proactive advisory.

Bookkeeping for up to 6 accounts

Custom financial dashboard (KPI + cash flow + trends)

Budgeting & forecasting support

Priority response time (within 24 hours)

Bi-weekly or weekly financial oversight

Dedicated advisory support (1 hr/month Zoom session)

Liaison with tax preparer or internal team

Optional add-ons: payroll processing, sales tax filing, fractional CFO services

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