21st Century Services
For Small Businesses
While there are different tiers of offerings, we can customize each customer's services to best match their specific needs.
Essential Edge
Accurate and timely recording of financial transactions
Monthly reconciliation of bank and credit card accounts
Preparation of financial statements (P&L, Balance Sheet, Cash Flow Statement)
Categorization of expenses and income
Support for basic bookkeeping questions
Growth Edge
Includes everything in Essential Edge, plus...
Periodic financial review meetings
Job cost tracking and project profitability analysis
Cash flow monitoring and forecasting,
Accounts receivable/payable management
Tax-ready financials and coordination with tax professionals
Elite Edge
Includes everything in Growth Edge, plus...
Deep-dive analysis with Profit Acceleration tools
Budget creation and goal-setting
Custom KPI dashboards
Leadership/team development consulting (e.g., improving processes, team training)
Monthly coaching calls focused on strategic growth
Find out how you can . . .
Pay Yourself What You Deserve!
Copyright © 2025 Healer's Edge Advisory, Inc. |
Pueblo, CO | (719) 413-5887
Copyright © 2025 Healer's Edge Advisory, Inc. |
Somewhere, ST | (719) 413-5887