My monthly Bookkeeping & Reporting service is the most basic accounting package. It is a great option for new small business owners wanting to start their business off the right way at an affordable price!
Setting up and maintaining an accurate bookkeeping system
Recording all business bank / credit card account transactions
Reconciling all business bank / credit card accounts
Preparing monthly financial statements
My monthly Virtual Controller service provides a more in depth, analytical approach to your monthly accounting. It's a more customized option that is perfect for growing businesses wanting to kick things up a notch!
All bookkeeping services provided with the monthly bookkeeping package
Customized financial statements that includes annual budgeting, cash flow projections, & comparative reporting
Monthly meetings to review the financial reports & proactively plan for the months ahead
Quarterly tax planning with estimated tax payment vouchers
Annual tax filings of both your individual & business tax returns
Annual Form 1099 filings
My monthly Virtual CFO package takes your business to the next level, with a focus on strategic financial planning & long- term growth. It is the fully customized option ideal for businesses looking to expand or revamp their growth strategies!
All bookkeeping services provided with the Monthly Bookkeeping / Virtual Controller packages
Fully customized financial statements which includes financial forecasting, identifying / tracking key performance indicators, & benchmarking / market analysis
Monthly close-out meetings to review financial statements / update the rolling financial forecast
Quarterly tax planning with estimated tax payment vouchers
Annual tax filings of both your individual & business tax returns
Annual Form 1099 filings
