Email : [email protected]
Phone: 431-205-6886
Virtual Office Hours:
Monday – Friday: 6pm-9pm
Weekend Meetings available by appointment
ALL PACKAGES INCLUDE:
Monthly Transaction Posting
We record your monthly bank and credit card transactions. Collaborate/follow up of any missing items or information to ensure accuracy of transactions.
Monthly Bank Reconciliations
We reconcile your QuickBooks cash in bank accounts to your bank statements
Monthly Credit Card Reconciliations
We reconcile your QuickBooks credit card accounts to your credit card statements
Monthly CPA Review of Accounts
Every month all transactions are reviewed by a CPA for accuracy
Cloud based accounting, virtual meetings, streamlined experience
We interface with you regarding your business digital transformation to ensure the systems and process are appropriate for your needs. This will give you more time to run your business more effectively.
QuickBooks Online Setup
We help you set up your business in QuickBooks online and provide you support on this process.
Custom Reporting
We create customized reports depending on your needs and included in your monthly financial report.
Monthly Basic Financial Reports
We generate and prepare the basic monthly financial report which includes a Balance Sheet and Profit and Loss.
Monthly or Quarterly Financial Packet including Financial KPI’s & Executive Summary
We generate and prepare the Financial Packet. A CPA reviews and summarize financial report and KPI-Key performance indicators that are integral to your business.
Packages are created depending on the size of your business, this ensures clients are priced reasonably.