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Get A Quote
Feliciano Solutions, LLC
OUR SERVICES
Essential Package (Basic Services)
Growth Package (Expanded Services)
Growth Package (Expanded Services)
This package is for small businesses needing basic bookkeeping support.
- Categorization of transactions
- Recording transactions (income and expenses)
- Bank and credit card reconciliations (up to 2 accounts)
- Basic financial reports (Profit & Loss, Balance Sheet, and Cash Flow Statement)
- Monthly books review
Growth Package (Expanded Services)
Growth Package (Expanded Services)
Growth Package (Expanded Services)
Designed for growing businesses that require more detailed financial insights and support.
Includes everything in the Essential Package, plus:
- Accounts payable and receivable management
- Payroll processing or payroll journal entry (if applicable)
- Reconciliation of additional accounts (e.g., loans, merchant accounts)
- Monthly financial review meetings
- Cash flow monitoring
- Sales tax tracking and filing (if applicable)Add a short description.
Elite Package (Comprehensive Support)
Elite Package (Comprehensive Support)
Elite Package (Comprehensive Support)
Tailored for businesses that want an all-in-one solution with strategic guidance.
Includes everything in the Growth Package, plus:
- Advanced reporting and analytics (e.g., profitability by product or service)
- Forecasting and financial planning
- Quarterly tax preparation assistance (partnering with a CPA)
- Customized management reports
- Job costing and project tracking
- Unlimited account reconciliations
- Priority support and response timesAdd a short description.
Clean-Up Package
Elite Package (Comprehensive Support)
Elite Package (Comprehensive Support)
This package is for businesses needing their books organized, corrected, and brought current.
Services include:
- Comprehensive review of existing books
- Categorization and correction of historical transactions
- Reconciliation of all bank, credit card, and loan accounts (to date)
- Identification and resolution of discrepancies (e.g., duplicate entries, uncategorized transactions)
- Reclassification of transactions for accurate reporting
- Catch-up bookkeeping for missed months/years
- Delivery of up-to-date financial statements (Profit & Loss, Balance Sheet, and Cash Flow Statement)
- Payroll adjustments (if applicable)
- Sales tax clean-up and adjustments (if applicable)
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