Services include:
⟳ — 300 transactions/month (add $150 for each additional 100 transactions)
⊙ — Service frequency: weekly
☺ — User onboarding 3-4 weeks
🏦 — Bank/credit card reconciliation
⌨ — Balance sheet, income statement, cash flow statement
✉ — 40 bill payments/month
☏ — 45-minute monthly scheduled meetings
🙋 — Lite CFO and consulting services
Step process:
Step 1 — We collect your bank statements every month using automated software,
so you never have to send us anything.
Step 2 — We do your accounting in QuickBooks and
then send you easy-to-understand financial reports.
Additional services:
- Personal Tax Return
- Business Tax Return
- Payroll Service
- Invoice Customer
- Business consulting services
- QuickBooks conversion or setup
- Customized reports
- Temporary or special projects
- Other business returns (i.e. sales tax)