For business owners who need their books handled correctly and kept organized without added complexity.

Includes Monthly transaction categorization Bank and credit card reconciliation for up to 2 accounts Monthly Profit and Loss report Ongoing maintenance of books Basic review for accuracy and completeness

Does Not Include Catch up or cleanup of prior months Balance Sheet or Cash Flow reporting Financial strategy or advisory Unlimited accounts Tax filing services

Requirements Books must be current or brought up to date before starting Client must provide timely access to accounts and documents

Best For Beginners and low transaction businesses that need clean, accurate books

FOLLOW US

COMPANY

CUSTOMER CARE

LEGAL