You’re sending invoices, delivering great work, maybe even seeing cash come in regularly—but somehow, the numbers still don’t feel right. You’re not sure where the money’s going, and when it’s time to make decisions, you’re stuck relying on gut instinct instead of real data.
Sound familiar? Many small business owners and real estate investors hit this wall. You’re running your business day-to-day, but your financial foundation isn’t solid enough to support growth.
This is exactly where the Seeding Package from Heartfelt CFO & Tax Services comes in. It’s our month-end bookkeeping and close service designed to give you financial clarity and peace of mind—without overwhelming you with accounting jargon.
What’s Included in the Seeding Package
This isn’t just data entry. The Seeding Package is a comprehensive month-end process that keeps your books clean, your head clear, and your business steady. Here’s what you get:
- Calls as needed to discuss financial developments or concerns
- Support during financial emergencies—because we know things happen
- Expense categorization to ensure nothing is missed (and deductions are maximized)
- Balance sheet preparation to track liabilities and assets
- Bank reconciliation so deposits and expenses match your bank statements
- Profit and Loss statement to track income, costs, and how they trend over time
- Month-end close process so your reports are accurate and actionable
Why Month-End Close Matters
A proper month-end close isn’t just for big corporations. It’s the process that:
- Helps you spot financial leaks before they become disasters
- Gives you reliable reports for strategic decisions
- Keeps you tax-ready all year round
- Builds lender and investor confidence
You Don’t Have to Do This Alone
Your books should be a tool for growth, not a stressor. The Seeding Package is the first step toward confident, informed business ownership.
Need more than the basics? Check out our Proactive Package for monthly bookkeeping plus ongoing tax strategy.
Or explore our DIY-friendly online tools and courses for managing your finances with clarity.
Ready for a supportive, judgment-free conversation about your numbers? Book a discovery call with Margo to identify what’s working, what’s not, and what to do next.
Your finances don’t have to be stressful. Let’s build a better foundation—together.
