Monthly Accounting Services

Real-time financial reporting leads to smart business decisions

Bookkeeping & Reporting

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!

Generally INCLudes:

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

Virtual Controller

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!

Generally INcLudes:

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

Virtual CFO

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!

Generally INCLudes:

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