Annual budget preparation

Monthly financial review - recorded or live via zoom

Direct communication w/ Tax CPAs and auditors as needed.

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

Bank reconciliations for up to 7 accounts (credit cards, deposit accounts, investment accounts)

Up to 5 additional reports formulated for your company (I.E. trend analysis, bank fee analysis, grant reporting to states, etc)

Payroll processing through QuickBooks or an application of choice

QuickBooks subscription (or discount if you already have QuickBooks)

Accounts Receivable and Payable assistance