Services

Diagnostic Review & Health Check

Before any catch-up or cleanup begins, a review of your existing books and business structure will set the stage for what is needed moving forward.

Cleanup and Monthly pricing will be determined during this step.

This service is FREE!

Cleanup

Cleanup may be minimal or significant! This step-by-step process brings everything current, creates structure, and a streamlined process for moving forward.

One time charge and time frame varies by business size, number of transactions, and complexity.

Monthly Bookkeeping Services

Once the cleanup is complete the ongoing bookkeeping tasks begin. This includes categorizing income and expense transactions, account reconciliations, accounts payable, accounts receivable, prepping for year-end taxes, and more!

Monthly fee varies by business size, number of transactions, and complexity.

Financial Reports & Dashboards

As needed, insightful financial reports and dashboards can be customized and provided. Financial clarity brings confidence so informed business decisions can be made anytime.

This is included in the Monthly fee.