• Monthly Bookkeeping

• Bank & Credit Card Reconciliation

• Financial Statements Preparation

• Year-End CPA Package

• Quickbooks Online Maintenance

• Monthly support via email

• Up to 3 hours of phone or Teams/Zoom Meeting per month

Ideal for businesses up to $500,000 in Annual Revenue

‍TIER I

ESSENTIAL ACCOUNTING

Everything in Tier I plus:

• Accounts Payable

• Accounts Receivable

• Sales Tax Support

• Payroll Coordination

• Budget vs Actual Reporting

• Monthly Financial Review Meeting

Ideal for businesses over $500,000 in Annual Revenue

• Full Month-End Close

• Cash Flow Forecasting

• Budgeting

• Internal Controls Recommendation

• Chart of Accounts Set up

• Accounting department oversight

• Financial Reporting

• Audit Support

• Executive Financial Meetings

• Process Refinement if needed

• Bookkeeping Services

• QuickBooks Online Set up

• QuickBooks Cleanup

• Catch-up Bookkeeping

• Budget Development

• Cash Flow Forecast

• Internal Controls Review & Recommendation

• Controller Consulting

• Notary Public Services

‍ Schedule your free consultation now and let us optimize a plan that works for you!

THE VALUES BEHIND MY WORK

Accountability

Integrity

Accuracy

Excellence

Confidentiality

Partnership