Services

• Manage up to 3 bank or credit card account. 

• Update bank feed twice a month 

• Monthly Journal- Sales and Payroll JE 

• Bank/ Credit Reconciliations 

• Monthly Financial Reports- Profit & Loss and Balance Sheet 

• Monthly 30 min Advisory Meeting 

• Unlimited Communication with Account Manager 

• Tax Ready File for Tax Accountant 

• Manage up to 5 bank or credit card account.

• Update bank feed twice a month

• Monthly Journal- Sales and Payroll JE

• Bank/ Credit Reconciliations

• Sales Tax Filing

• Year-End 1099 Filing

• Monthly Financial Reports- Profit & Loss, Balance Sheet and Cash Flow

• Monthly Advisory Meeting

• Unlimited Communication with Account Manager

• Tax Ready File for Tax Accountant

• Manage up to 5 bank or credit card account.

• Update bank feed twice a month

• Monthly Journal- Sales and Payroll JE

• Bank/ Credit Reconciliations

• Manage and Process Accounts Payable

• Sales Tax Filing

• Year-End 1099 Filing

• Monthly Financial Reports- Profit & Loss, Balance Sheet and Cash Flow

• Monthly Advisory Meeting

• Unlimited Communication with Account Manager

• Tax Ready File for Tax Accountant

DYI

• Monthly meeting

• Review Books with Client

• Training on QBO       

DWY

• Quarterly meeting and review

• Review Books with Client

• Coaching on best practices

• Training on QBO