Complete

$450/month

  • Monthly financial reviews - recorded or live via zoom

  • Bank reconciliations for up to 4 accounts (credit cards, deposit accounts, investment accounts)

  • Monthly Income statement, balance sheet, and statement of owners' equity reports and reconciliations.

  • QuickBooks subscription(oOr discount if you already have QuickBooks)

  • Direct communication w/ Tax CPAs and auditors as needed Providing them with backup and reports as needed.

  • Up to 3 additional reports formulated for your company (I.E. trend analysis, bank fee analysis, etc)

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