OUR 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

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.

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 times

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)