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Grand Reve Financial
A HOLISTIC APPROACH TO ENSURING PROFITABILITY IN BUSINESS

A HOLISTIC APPROACH TO ENSURING PROFITABILITY IN BUSINESS

ARE YOU A HOLISTIC OR SUSTAINABLE BUSINESS?

Serviced Based Businesses 

Product Based Businesses

Restaurant Owners  

Herbalist

 Startups

Real Estate Agents

Investors    

Book Now

OUR SERVICES ARE CAPABLE TO HELP YOU

Prepare

Streamline

Streamline

  •  Estate planning 
  •  Retirement planning 
  •  Income tax planning & consulting  
  •  Financial statement preparation 

Streamline

Streamline

Streamline

  • CFO Services
  • Payroll
  • Account Reconciliation
  • New Business Start-up
  • Notary Services
  • Budgeting & forecasting  

MANAGE

Streamline

MANAGE

  •  Debt Management
  • Cash Flow Management
  • Bookkeeping
  •  Accounts payable/receivable 
  • Wealth Up Membership 

Book Your Strategy Session

CFO services Packages

Startup pack

Startup pack

Startup pack

  • Monthly Virtual Financial Meetings
  • Accountability program enrollment
  • Monthly 60-minute Strategy session
  • Transaction volume <50 Bank
  • Account & Credit Card Reconciliation <2 accounts
  • Monthly Reconciliation Monthly
  • Financial Statements

$200 monthly

Growth pack

Startup pack

Startup pack

  • Monthly Budget
  • Monthly Virtual Financial Meetings
  • Accountability program enrollment
  • Annual Proactive Tax Strategy
  • Monthly 60-minute Strategy session
  • Transaction volume <100 Bank
  • Account & Credit Card Reconciliation <2 accounts
  • Monthly Reconciliation Monthly
  • Financial Statements

$550 Monthly

Intermediate pack

Intermediate pack

Intermediate pack

  • Monthly Budget
  • Monthly Virtual Financial Meetings
  • Accountability program enrollment
  • Quarterly Proactive Tax Strategy
  • Monthly 60-minute Strategy session
  • Transaction volume <150 Bank
  • Account & Credit Card Reconciliation <3 accounts
  • Monthly Reconciliation Monthly
  • Financial Statements

$875 monthly

Elite pack

Intermediate pack

Intermediate pack

  • Monthly Budget
  • Monthly Virtual Financial Meetings
  • Accountability program enrollment
  • Quarterly Proactive Tax Strategy
  • Bi-Weekly 60-minute Strategy session
  • Transaction volume <300 Bank
  • Account & Credit Card Reconciliation <3 accounts
  • Monthly Reconciliation Monthly
  • Financial Statements

$1,400 monthly

We’re excited about the chance to help sustainable & holistic health businesses to prosper in their financial goals. 

Book Now

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