• Bank and/or credit card account(s) reconciliation 

  • All business transactions recorded, categorized, and reviewed for accuracy 

  • Monthly or quarterly preparation of Financial Statements  (Income Statement, Balance Sheet, Statement of Cash Flows)

  • Additional customized financial  reports

  • Monthly or quarterly meetings with an in-depth review of financial statements

  • Budgeting advice & implementation

  • Profitability advising and business strategizing​

  • Contact with accountant, tax preparer, and/or auditor as needed

  • Annual reports provided to your tax preparation specialist

  • Accounts Payable management

  • Accounts Receivable management

  • Cashflow projections

  • Inventory tracking 

  • Historical clean-up/catch-up - we'll get your books up to date and accurate!

  • Quickbooks Online accounting software setup and monthly subscription included

  • Receipt management - ask us about our Audit Ready package!

  • Cloud-based document management

  • Customization of Chart of Accounts

  • Unlimited email, phone, and video support 

Your business is UNIQUE and so are your bookkeeping needs.

With one-size-fits-all pricing, you may end up paying for services you don't need.

WE create custom pricing for each client to reflect YOUR individual needs. 

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