Service Details:
Monthly or quarterly account reconciliations
Transaction categorization and review
Bank and credit card reconciliation
Financial statement preparation and review
Expense tracking and reporting support
Ongoing communication and oversight to maintain accuracy and compliance
Additional Benefits:
Confidence: Know your numbers are accurate, current, and ready when you need them.
Clarity: Gain visibility into cash flow and spending patterns.
Freedom: Focus on growing your business while we keep your books clear and organized.
Scalability: Flexible support that grows with your business, from startup to expansion.
BUSINESS LEVEL TRANSACTION VOL/MO FEE/MO
1 – Light Start-Up Activity Up to 50 transactions/mo $500
2 – Emerging Operations 51-100 transactions/mo $700
3 – Growing Operations 101-150 transactions/mo $900