Prime Financial Management
Prime Financial Management
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Welcome

There's much to see here. So, take your time, look around, and learn all there is to know about us. We hope you enjoy our site and take a moment to drop us a line.

Services / Price List - Bookkeeping Accounting Finance

Bookkeeping Packages

Basic

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  • CATAGORIZE TRANSACTIONS
  • ACCOUNT RECONCILIATION
  • MONTHLY FINANACIAL REPORTING
  • QUARTERLY 1:1 CALLS AS NEEDED 

FOUNDER TIMESAVE

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  • CATAGORIZE TRANSACTIONS
  • ACCOUNT RECONCILIATION
  • MONTHLY FINANACIAL REPORTING + STRATEGY
  • QUARTERLY 1:1 CALLS AS NEEDED 
  • RECIEPT MANAGEMENT
  • 1099 NEC FILINGS 
  • YEAR END CLOSING

PREMIUM

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  • All FOUNDER TIMESAVER Tasks
  • PAYROLL PROCESSING
  • BUDGET AND FORCASTING 
  • A/R + A/P MANAGEMENT 
  • GRANT TRACKING
  • CUSTOMIZED REPORTING


Our U.S. Company Formation Services Include

LLC or Corporation Setup – We help you choose and register the best structure for your business goals.

Business Consulting – Tailored advice to launch, scale, and operate efficiently in the U.S. market.


General Tax Advice

Plan

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Tax strategy: Help you save money by structuring your business.


Financial Planning and Analysis Services

Basic

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Budgeting and Forecasting:

Creating detailed budgets
Short-term and long-term financial forecasting
Scenario planning and what-if analyses

FOUNDER TIMESAVER

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Basic Task + 

Financial Reporting:
Monthly, quarterly, and annual financial reports
Management reporting packs
Key performance indicators (KPIs) tracking

Variance Analysis:
Comparing actual results to budgets/forecasts
Identifying and explaining variances

PREMIUM

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FOUNDER TIMESAVER +

Recommending corrective actions

  • Strategic Planning
  • Cash Flow Management
  • Performance Management
  • Cost Analysis and Optimization
  • Risk Management
  • Mergers & Acquisitions Support


Technology Implementation in Business

Plan

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  • Needs Assessment: Identifying the specific needs of the business that technology can address.
  • Research and Selection: Choosing appropriate technology tools and solutions.
  • Planning: Developing a strategy for integrating the technology, including timelines and resource allocation.
  • Testing: Running trials to ensure the technology works as intended in the specific business environment.
  • Training: Educating employees on how to use the new technology.
  • Implementation: Fully integrating the technology.


Business Process Improvement

Plan

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  • Identify and Analyze: Determine which processes need improvement and analyze how they currently operate.
  • Set Goals: Define what improvement or outcomes are desired from the process changes.
  • Develop a Plan: Outline steps to modify or redesign the process.
  • Implement Changes: Put the new process into action.
  • Monitor and Review: Continuously track the performance of the new process and make further adjustments as needed.solutions.
  • Planning: Developing a strategy for integrating the technology, including 

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