services

all services are provided virtually and packages are customized to fit your needs

    1. transactions recorded, categorized, and reviewed

    2. syncing and reconciliation of bank accounts (e.g. checking, savings, credit cards)

    3. review and reconciliation of other accounts

    4. preparation of the standard financial statements (income statement, balance sheet, and statement of cash flows)

    5. monthly phone or video or email update/check-in

    6. unlimited email support

    • bookkeeping clean-up or catch-up

    • budgeting

    • financial statement analysis

    • training for QuickBooks Online

    • consulting

    • other miscellaneous reporting