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overcome hurdles & Level up your business

Why survive..

  • Stressed and overworked

  • Unclear business destination

  • Unpredictable cashflow

  • Unnecessary expenses

  • Disorganized books, bills and invoices

  • Overwhelming tax season

  • Constant fires

  • Unsure what business investments to make​

  • Not certain what you afford
     

Business Meeting
Meeting Room
Sailboat
Sailboat Top View

..when you can thrive

  • Clear business goals and strategy

  • Accurate books

  • Financial reporting 

  • Key performance indicators

  • Cash flow forecasting

  • Investment analysis

  • Bill-Pay

  • Invoicing

  • Payroll

  • Tax planning

Our Process

1

Free Consultation

Reveal business stressors, needs and goals.

2

Custom Roadmap

Accurate books, bill-pay, payroll, cash flow projections, tax planning, investment analysis and key performance indicators. 

3

Thrive

Enjoy peace of mind with financial systems in place to report, analyze, plan and prosper.

Testimonials

Alexa Young, CA

“Testimonials provide a sense of what it's like to work with you or use your products. Change the text and add your own."

Popular Packages

Venture

For businesses with annual revenues in the 100k-700k range. Accurate bookkeeping & monthly financial reports.

Bookkeeping:
- Monthly bookkeeping and financial statements
- Monthly bank reconciliations
- Year-end tax prep support

Financial Planning:
- Quarterly check-in call 

Support:
- Unlimited emails with our team
- Response time: 5 business days

Price:
$500 - $800 / month

Expansion

For businesses with annual revenues in the 700k-2M range. Best for businesses who need a strategic plan and monthly check-ins.

Bookkeeping:
- Monthly bookkeeping and financial statements
- Monthly bank reconciliations
- Year-end tax prep support

Financial Planning:
- Monthly check-in call
- Custom financial dashboard
- Annual budget

Support:
- Unlimited emails with our team
- Response time: 48 hours

Price:
$1000 - $1500 / month

Prosper

For business with annual revenues in the 2M-5M+ range. Best for business who need comprehensive financial management, weekly touch points and around-the-clock availability. 

Bookkeeping:
- Monthly bookkeeping and financial statements
- Monthly bank reconciliations
- Year-end tax prep support

Financial Planning:
- Monthly check-in call
- Custom financial dashboard
- Weekly expense report
- Annual budget

Support:
- Unlimited emails with our team
- As-needed meetings
- Response time: 24 hours

Price:
$1750 - $2250+ / month

Let's Set Sail

Calm Waters

PORTSIDE​

© 2025 Portside Consulting,  LLC

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