Custom Service Plans Built Around Your Business Needs

Monthly plans starting at $350

At KAT Advisors, we recognize that no two businesses are the same. Whether you’re just getting started or scaling for growth, we provide support tailored to your unique needs. Contact us for a complimentary consultation, and we’ll create a customized quote designed for your business.

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Financial Services

Bookkeeping Services

  • Monthly bookkeeping

  • Bank & credit card reconciliations

  • Basic financial reports

  • Accounts payable support

  • Accounts receivable support

  • Expense categorization

  • Email support

  • Sales tax tracking

  • Document organization

Financial Support

  • Monthly financial review meetings

  • Budget tracking

  • Cash flow reporting

  • Inventory accounting assistance

  • KPI tracking

  • Forecasting & financial planning

  • Internal controls review

  • Controller-level advisory support

  • Strategic planning sessions

Operational Support

  • SOP & documentation assistance

  • Workflow analysis

  • Inventory or supply management

  • Vendor management & organization

  • Workflow mapping

  • KPI development

  • Filing systems & operational organization

Essentials

  • Capacity & workflow analysis

  • Continuous improvement initiatives

  • Long-term operational planning

  • Change implementation support

  • Lean process support

  • Job costing

  • Project coordination

Strategy

  • Business Books Cleanup: Cleanup, reconciliation, and organization of overdue or inaccurate financial records.

  • Quickbooks Setup & Optimization: Customized QuickBooks setup, optimization, and workflow improvements tailored to your business.

  • Bookkeeping Review & Assessment: Review of financial records and bookkeeping processes with recommendations for improvement.

  • Bookkeeping Systems Training: Personalized training to improve confidence in bookkeeping systems and financial reporting.

  • Cashflow Review: Analysis of cash flow trends with actionable recommendations to improve financial stability.

  • Standard Operating Procedures (SOP) Creation: Development of clear, repeatable processes to improve consistency and efficiency.

  • Workflow Optimization Project: Evaluation and streamlining of workflows to reduce inefficiencies and improve operations.

  • Client Onboarding Process Buildout: Design of a seamless, organized onboarding process to improve client experience and consistency.

One Time Services

Request a Consultation

Please complete the inquiry form to initiate a complimentary consultation