Services include:

⟳ —200 transactions/month
⊙ —Service frequency: 1/half month
☺ —User guidance 2-3 weeks
🏦 —Bank/Credit Card Reconciliation
⌨ —Balance Sheet, Profit and Loss Statement, Cash Flow Statement
✉ —Bill Payment 20/ Monthly
☏ — 30-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)