Our Services

What’s included

  • Categorization of transactions for accurate Profit & Loss Statement and Schedule C
  • Bank and credit card reconciliations
  • Monthly financial statements (Balance Sheet, Profit & Loss / Income Statement)
  • Generation of reports that are important to your business (A/R aging, Sales by Product, etc.)
  • Ongoing support and communication
  • Clean books for your tax preparer

Pricing

Every business is different, and our pricing reflects that. Your monthly rate depends on the volume and complexity of your transactions, the number of accounts, and any custom needs you might have.

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