Monthly plan

Monthly Accounting

Your accounting should help you make decisions, not just file taxes.

Type
Monthly plan
Languages
EN · ES

Choose your level

Choose the level of support
your business needs.

At Beaver we combine accounting, tax compliance, and financial analysis so you understand what's happening in your business, where it's headed, and what decisions you can make with more confidence.

Level 01

ESSENTIAL — Keep your business in order

For independent professionals and small businesses that need to stay compliant and keep their numbers organized.

Includes
  • Bookkeeping and transaction classification
  • Monthly bank reconciliation
  • Alegra accounting license
  • Income statement
  • Balance sheet
  • Monthly VAT filing
  • Annual income tax filing
  • Business performance review meeting
"We make sure your books are up to date so you can focus on running your business."
Level 02

CONTROL — Understand what's happening in your business

Includes everything in Essential, plus
  • Monthly cash flow
  • Variance analysis
  • Profitability analysis
  • Basic financial KPI tracking
  • Monthly financial meeting
  • Direct channel for financial and tax questions
"You don't just receive financial statements: we review them with you and help you understand what's working, what's draining cash, and where you need to pay attention."
Level 03

GROWTH — Turn your numbers into decisions

Includes everything in Control, plus
  • Cost structure review
  • Profitability analysis by product/service/business line
  • Budget and financial projections
  • Actual vs. budget analysis
  • Tax planning
  • Financial KPI definition
  • Two strategic meetings per month

For businesses that are already selling, have a team, and need to use their financial information to grow with more control.

A rolling 3/6/12-month projection that lets you answer questions like: Can we hire someone? Can we open another location? How much can we invest? What happens if sales drop 15%? How much cash will we have in six months?

Additional services such as payroll management, accounts payable, and accounts receivable are scoped based on the client's volume and needs.

Every client gets a free meeting to understand the current state of their business.


Is this the service you need?

First consultation free. No commitment. Just an honest conversation.

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