Services

Simple Start

• Categorize your transactions for your P&L and Schedule C
• Reconcile your accounts
• Monthly P&L and Balance Sheet statements provided to you
• All necessary communications via phone, text, zoom and/or email
• Secure document transfer provided
• Fees start at $249.00 per month

Essentials

• Categorize your transactions for your P&L and Schedule C
• Reconcile your accounts
• Manage your Financial Statements: P&L, Balance Sheet, Accounts Payable & Accounts Receivable
• Monthly P&L and Balance Sheet statements provided to you
• All necessary communications via phone, text, zoom and/or email
• Monthly business consultation based on your business needs to enable growth and optimization
• Secure document transfer provided
• Fees start at $449.00 per month

Advanced

• Categorize your transactions for your P&L and Schedule C
• Reconcile your accounts
• Manage your financial statements: P&L, Balance Sheet, Accounts Payable & Accounts Receivable
• Monthly P&L and Balance Sheet statements provided to you
• Monthly business consultation based on your business needs to enable growth and optimization
• All necessary communications via phone, text, zoom and/or email
• Full-service A/P & A/R management. We will manage your bills & invoices and track payments
• Other tasks completed upon request
• Secure document transfer provided
• Fees start at $649.00 per month.

Billed at a fixed monthly fee – no billing surprises. Call today for a free quote! 360.957.3820