monthly plans

  • Your Bookkeeper

    Includes:

    -Bookkeeping

    -Bank Account Reconciliations

    -Credit Card Reconciliations

    -Month End Close Procedures

    -Monthly and YTD Reporting (P&L, Balance Sheet, Statement of Cash Flows)

    -Email Communications (9am-5pm EST Regular Business Hours)

    -Monthly 30 minute Virtual Meeting

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  • YOUR CONTROLLER

    Includes:

    -All ‘Your Bookkeeper’ Functions

    -Payroll Support (through Quickbooks Payroll or Gusto)

    -Bill Pay Support (through Quickbooks or Bill.com)

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  • YOUR CFO

    Includes:

    -All ‘Your Bookkeeper’ and ‘Your Controller’ Functions

    -Direct Slack Channel for Regular Communication

    -Financial Planning & Analysis

    -Strategic Budgeting/Forecasting

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