Custom Business Analytics & Accounting Solutions

CB Ana, Inc.
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CB Ana, Inc.

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For a listing of all services we offer please check out the home page or click the button below.

ALL SERVICES

Starter Packages & Levels of Service

These starter packs are examples designed to give you an idea of how we structure our services. All of our engagements are tailored and customized to fit each of our client's specific needs. Most of our services can be added to any package and unlock additional communication and collaboration protocols as appropriate. All prices are subject to vary.

THE ACCOUNTANT

starting at $400 / mo

  • Monthly Bank Reconciliations
  • Monthly Compiled Financial Statements
    • Income Statement
    • Balance Sheet
  • Planning: 1x 30 min call or virtual meetings per month for new developments and Qs
  • Review: 1x 1 hour call or virtual meeting per month to review financials 
  • Close: 1x 1 hour call or virtual meeting per year to make adjustments, finalize the year and prep for taxes
  • emails: unlimited as appropriate
  • Discounts on Tier I services

CASH MANAGER

starting at $1,000 / mo

  • Weekly Bank Reconciliations
  • Weekly Compiled Financial Statements
    • Income Statement
    • Balance Sheet
  • Planning: 1x 30 min call or virtual meeting per week for new developments and Qs
  • Review: 1x 1 hour call or virtual meeting per month to review financials
  • Close: 1x 1 hour call or virtual meeting per year to make adjustments, finalize the year and prep for taxes
  • emails: unlimited as appropriate 
  • Discounts on Tier II services

REMOTE CONTROLLER

starting at $2,500 / mo

  • Daily Bank Reconciliations
  • Weekly Compiled Financial Statements
    • Income Statement
    • Balance Sheet
    • Cash Flow Statement
  • Operations: 1x 1 hour call or virtual meetings per week
  • Planning: 1x 30 min call or virtual meeting per week for new developments and Qs
  • Review: 1x 1 hour call or virtual meeting per month to review financials 
  • Close: 1x 1 hour call or virtual meeting per year to make adjustments, finalize the year and prep for taxes
  • emails: unlimited as appropriate
  • Discounts on Tier III services

For a listing of all services we offer please check out the home page or click the button below.

ALL SERVICES

Common Add-On Services

Bill Payments & Accounts Payable

Monthly Service based on volume

  • Manage vendor accounts and process monthly recurring bills and other outgoing transactions
  • Streamline approval and execution process
  • Accounts Payable reporting, planning and other analytics 

Payroll Processing & Management

Based on Frequency and volume

Cash Flow Analysis, Budgeting & Forecasting

Based on complexity

Online Dashboards

Based on complexity and frequency

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Contact Us

Let us know what you're interested in..

We are currently taking on new clients so don't hesitate.. reach out now!

CB Ana, Inc.

2536 Countryside Boulevard, Suite 400, Clearwater, FL, USA

Today

By Appointment

contact@cbanainc.com

Send a quick email.. let us know how we can help!

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