Quarterly Financial Packet
A quarterly packet including your basic financials plus supplementary reports and an executive summary by your CPA so you know what to focus on.
Learn More
° ° ° Our Starter Package includes ° ° °
Click LEARN MORE button for more information and what benefits each service provides our clients.
Monthly Basic Financial Reports
Every month you receive a Profit & Loss, Balance Sheet, and Statement of Cash Flows so you can keep your finger on your business’ pulse.
Custom Reporting
We build the reports in QuickBooks that you want to see so that you can have the information you need at your fingertips.
Monthly CPA Review of Accounts
Every month a CPA reviews all transactions in your account for accuracy and addresses any complicated accounting issues. Your CPA is also available to answer questions throughout the month.
Onboarding & Basic Staff Training
Onboarding is included at no additional cost, and we are available to help your staff master basic QuickBooks tasks with customized training, instructions, and tutorials provided when needed
1099 Management
Processes to keep up to date W9s and records for 1099 contractors, monitor compliance, and issue 1099s annually.
QuickBooks Online Setup
New companies get all QuickBooks initial setup included, not including historical transactions.
Cloud Based Accounting
We work with all cloud based systems and automate as much of the process as possible so that you can spend your time on what matters – your business.
Personal Expert QuickBooks ProAdvisor Bookkeeper
All bookkeepers have went through extensive training and are Certified Advanced QBO ProAdvisors..
Monthly Bank & Credit Card Reconciliations
We reconcile your bank, credit card, and loan accounts in QuickBooks to all statements provided to us monthly.
Bank Transaction & Credit Card Posting
We post your transactions weekly and follow up with you on anything we need your input while it is still fresh in your mind.
What are you waiting for?
No pressure, no strings. Call Us Today: (859) 287-0840