Services
Monthly Ongoing Services
60 Minute Video Chat
Unlimited Emails, Calls, and Access to our Team
Document Collection
Maintained Account Software
Organization & Categorization of Transactions
Account Reconciliation for all Bank and Credit Card Transactions
Balance Sheet, Profit & Loss, and Statement of Cash Flows Monthly Reports
Maintained Chart of Accounts
Receipt Categorization
System and Process Workflow Integrations and Improvements
Payroll
Profitability Strategy Summary Email
Onboarding
$175. This covers a 60 min video chat to discuss needs, workflows, and goals. Also this covers the cost to have them boarded into my system and 30 day catch up. Anything more than 30 days will require a separate catch-up fee.
Clean Up Services
Historical Clean-ups up to 7 Years Prior
Categorization and Reconciliation of all Bank Accounts and Credit Cards
Balance Sheet Updated to Adjust Current Assets, Liabilities, and Long-Term Assets
Prior Period Report Generation for Yearly, Quarterly, and Monthly
Consult Call
30 Minutes
To receive a free diagnostic review, book a consultation below