Our Services

Monthly Bookkeeping

  • Record and categorize all business transactions

  • Reconcile all business bank and credit card accounts

  • Prepare monthly financial statements

  • One-hour monthly virtual meeting to review and discuss financial statements

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Diagnostic Reviews and Cleanups

  • Diagnostic review of business books
  • Consultation to explain findings
  • Cleanup of business books to restore accuracy for reporting and taxes
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Customized Budgeting

  • Budget planning meeting up to 90 minutes
  • First draft budget + up to three revisions
  • Final budget and implementation meeting up to 60 minutes
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