Tewfik Finance
We’ll organize your financial chaos into clean, accurate books that you can actually understand - so you can focus on growing your business instead of drowning in receipts and spreadsheets.
QuickBooks Setup
Complete QuickBooks Online setup customized for your business including chart of accounts organized for your industry.
Tax-Ready
Monthly expense categorization for maximum deductions plus 1099 tracking and preparation. Sales tax report organization (if applicable), 'Tax deduction checklist' for your business type and a year-end financial summary for your accountant.
Peace of Mind
Monthly financial summary in plain English with 'Red flag' alerts for unusual transactions and basic cash flow overview (money in vs. money out). Direct text/email access for questions with a 24-hour response guarantee.
Growth Tracking Dashboard
Simple monthly revenue tracking with expense trend monitoring and a 'How profitable was I this month?' summary. Also, quarter-over-quarter growth comparison and basic budget vs actual reporting.
Pricing
- Monthly transaction categorization (up to 75 transactions)
- Basic Chart of Accounts setup and maintenance
- Bank and credit card reconciliations
- Monthly Profit & Loss statement
- Monthly Balance Sheet
- Monthly financial summary email
- Everything in Foundation Package, Plus:
- Increased transaction limit (up to 150 transactions)
- Accounts payable management (bill entry and tracking)
- Accounts receivable tracking and aging reports
- Basic payroll journal entries (if using external payroll service)
- Monthly 20-minute financial review call
- Quarterly trend analysis reports
- Cash flow projections (quarterly)
- Everything in Growth Package, Plus:
- Unlimited transaction processing
- Advanced reporting suite (custom reports monthly)
- Bi-weekly financial check-ins during busy periods
- Annual budget creation support
- Monthly budget vs. actual analysis
- Department/location profitability analysis
- Inventory tracking support (if applicable)