top of page

Gold Package

Ideal for organizations ready to take their finances to the next level. Includes all Silver services, plus:

  • Monthly budgeting and cash flow forecasting.

  • KPI tracking and reporting to measure performance.

  • Quarterly financial reviews to assess progress and identify opportunities.

reunión
pareja sentada con asesor financiero

Silver Package

Perfect for businesses and nonprofits needing foundational financial management. This includes:

  • Monthly bookkeeping and account reconciliation.

  • Basic financial statements (income statement, balance sheet, cash flow report).

  • Accounts payable and receivable management.

Consulta financiera

Platinum Package

Our most comprehensive option, designed for organizations seeking full-scale financial strategy. Includes all Silver and Gold services, plus:

  • Long-term financial planning and modeling.

  • Risk assessment and strategic guidance for major decisions.

  • Grant accounting and reporting for nonprofits.

  • Customized reports for stakeholders, investors, or board members.

Why Choose Cantu Financial?

We go beyond monthly and quarterly reports—we call to your attention actionable insights to help you make confident decisions. With Cantu Financial as your partner, you’ll have the clarity and tools to drive growth and achieve your mission.  We want to leverage our financial expertise with your amazing organization!

bottom of page