Steady Cash Flow for Small Businesses
Establish. Maintain. Safeguard.
Your Trusted Financial Partner
At Glass Finances, we're more than accountants. We're your strategic business partners, providing expert guidance in cash flow management and financial planning to help you achieve financial stability and growth
Our Promise
We put YOUR interests first
We hold ourselves to the highest fiduciary standards
We work alongside you, not just for you
Our Unique Approach
Proactive financial guidance
Educational Resources
strategic business partner recommendations
Transforming financial data into business growth strategies
Just Started
Target Audience: New businesses or sole proprietors just starting out
Engagement Time: Approximately 4 hours per month
Monthly Fee: $700
Minimum Engagement: 3 months
Bookkeeping Services Offered - Fees Provided Upon Request
Entity Formation and Business Filing & Compliance - Fees Provided Upon Request
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Entity Choice Consultation: Guidance on choosing the right business entity (e.g., sole proprietorship, LLC, corporation).
Accounting System Setup: Assistance in setting up an accounting system tailored to the business's needs.
Tax Strategy: Initial tax planning to minimize liabilities and optimize deductions.
Growing Momentum
Target Audience: Businesses seeking advanced financial strategies for growth or sell
Engagement Time: Approximately 8 hours per month
Monthly Fee: $1,300
Minimum Engagement: 6 months
Bookkeeping Services Offered - Fees Provided Upon Request
Entity Formation and Business Filing & Compliance - Fees Provided Upon Request
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Everything in “Growing Momentum” plus
Comprehensive Financial Planning: Long-term financial planning, including budgeting and forecasting.
Investment and Reserve Strategies: Guidance on passive investments and capital accumulation.
Monthly Financial Review Meetings: Regular meetings to discuss financial performance and strategic decisions.
Annual Tax Planning and Compliance: Comprehensive tax planning and compliance services.
Strategic Growth
Target Audience: Established small businesses looking to optimize operations.
Engagement Time: Approximately 12 hours per month
Monthly Fee: $1,900
Minimum Engagement: 6 months
Bookkeeping Services Offered - Fees Provided Upon Request
Entity Formation and Business Filing & Compliance - Fees Provided Upon Request
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Everything in “Just Started ” plus
Financial Performance Review: Regular analysis of financial statements to identify areas for improvement.
Revenue and Expense Analysis: Detailed examination of revenue streams and expense management.
Cash Flow Management: Strategies to maintain steady cash flow.
Quarterly Tax Planning: Ongoing tax strategy adjustments.
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