Client Name– 2026 Financial Roadmap

What we completed, what it produced, and what remains pending under your agreement

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Explore Additional Levels of Support

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Executive Tier 1

Your Plan
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All Inclusive

Locked ⌄

Your full financial support system under one roof. Includes support for up to three entities.

What's Included

  • Full accounting across up to three entities
  • Consolidated financial reporting
  • Payroll, A/P and A/R support
  • CFO-level guidance and proactive tax strategy
  • Cash-flow planning and forecasting
  • KPI oversight and ongoing decision support
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Strategic Advisory

Locked ⌄

Keep your bookkeeper while adding the strategy, planning, and CPA guidance your business needs.

What's Included

  • Quarterly CPA strategy and financial review
  • Proactive tax planning and estimated-tax guidance
  • High-level cash-flow and budget oversight
  • Financial-performance review and decision support
  • Year-end planning and tax strategy
  • Ongoing advisory support by email or Loom
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High Level Bookkeeping

Locked ⌄

Reliable monthly bookkeeping and financial reporting to keep your numbers organized and current.

What's Included

  • Monthly bookkeeping
  • Bank and credit card reconciliations
  • Comprehensive, easy-to-understand financial reports
  • Clear visibility into financial health and performance
  • Organized, up-to-date financial records
  • Limited advisory support as needed
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Tax Planning

Locked ⌄

Know what to expect, make smarter tax moves throughout the year, and reduce costly surprises while there is still time to act.

What's Included

  • Personalized tax plan
  • Quarterly meetings to review and implement the plan
  • Year-round answers to tax questions
  • Estimated-tax and deadline reminders
  • Ongoing tax guidance throughout the year
  • Options for personal and business tax preparation
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All Inclusive
Your FULL financial support system under one roof (Includes up to 3 entities)


  • Full accounting across up to three entities
  • Consolidated financial reporting
  • Payroll, A/P and A/R support
  • CFO-level guidance and proactive tax strategy
  • Cash-flow planning and forecasting
  • KPI oversight and ongoing decision support
🔒 Unlock this level of Support
Executive Tier 1
Turn your financials into better business decisions.

  • Monthly bookkeeping and financial reporting
  • Proactive tax planning and estimated-tax guidance
  • Cash-flow, budgeting and forecasting support
  • KPI and financial-performance oversight
  • Regular strategic advisory support
  • CPA guidance for important business decisions
🔒 Unlock this level of Support
Strategic Advisory
Keep your bookkeeper. Add the strategy, planning, and CPA guidance your business needs.

  • Quarterly CPA strategy and financial review
  • Proactive tax planning and estimated-tax guidance
  • High-level cash-flow and budget oversight
  • Financial-performance review and decision support
  • Year-end planning and tax strategy
  • Ongoing advisory support by email or Loom
🔒 Unlock this level of Support
High Level Bookkeeping
Reliable monthly bookkeeping and financial reporting to keep your numbers organized and up to date.

  • Monthly bookkeeping
  • Bank and credit card reconciliations
  • Comprehensive, easy-to-understand financial reports that help your numbers tell the story of your business
  • Clear visibility into the financial health and performance of your business
  • Organized, up-to-date financial records
  • Limited advisory support as needed
🔒 Unlock this level of Support
Tax Planning
Know what to expect, make smarter tax moves throughout the year, reduce tax stress, and avoid costly surprises while there’s still time to act.

  • Personalized tax plan
  • Quarterly meetings to review and implement the plan
  • Year-round answers to tax questions
  • Estimated-tax and deadline reminders
  • Ongoing tax guidance throughout the year
  • Options to include personal and business tax preparation
🔒 Unlock this level of Support

Need more support? Talk to our team about reviewing your plan and finding the right level for your current needs.

 

Main Goal:

Create greater financial clarity, stability, and strategic advisory support so you could make confident decisions around:

-Cash flow
-Budgeting
-Forecasting
-Tax planning

And major financial choices throughout the year, even during periods of pressure and burnout.

January
Pre-Engagement Context

Before the formal contract start date, you were already in active conversation with the team about proposal structure, tax strategy, and scheduling support.

Your Goals and Concerns​

February centered on getting the engagement properly established while addressing several immediate priorities at once.

You needed:

  • a clear budget baseline for 2026

Goal: a clear budget baseline for 2026

Status: ✅ Completed

The February 9 CFO advisory meeting focused on:

  • the 2026 budget

 

February established the foundation of the engagement.

By the end of the month:

  • you had a clearer budget-planning structure

 

This month moved your overall goal forward by

Pending Items for Us

  • Refine the final budget using complete internal financial inputs as they are received.

Pending Items for You and Your Team

  • Provide the detailed 2026 expense budget needed for final budget refinement.
Your Goals and Concerns​

March focused on moving from setup into active problem-solving.

You needed support:

  • navigating tax-preparation follow-up

Goal: navigating tax-preparation follow-up

Status: ✅ Completed

Tax-preparation work advanced significantly in March.

 

March produced meaningful forward movement.

As a result:

  • tax preparation continued on a cleaner foundation
    •  

This month moved your overall goal forward by

At the end of March, the remaining work included:

  • Continue tax-preparation follow-up and move the business and personal returns toward completion.

You and your team still needed to:

    • Provide remaining 2025 tax documents and clarifications, including W-2s, medical expenses paid in 2025, insurance reimbursement details, and any needed retirement-income clarification.
April
Your Goals and Concerns​

April was a transition month from preparation into visible deliverables.

The key priorities were to:

  • deliver Q1 financial reporting

Goal: deliver Q1 financial reporting

Status: ✅ Completed

We also delivered budget-versus-actual and Q1 reporting work.

 

April produced visible deliverables and visible progress.

You received:

  • Q1 financial reports

This month moved your overall goal forward by

As of April 22, the main pending items included:

  • Hold the return review meeting and walk through final questions on the business and personal returns.

On your side, the pending items included:

    • Review and approve the 2025 business and personal tax returns.
July
October
Progress:
Executive Rhythm Plan 33.3%

Prepared by Seven Figure Profits™