Personalized Bookkeeping and Accounting Support

The monthly bookkeeping and accounting services include three phases:

- In the setup phase, we will connect your banks and establish your chart of accounts.

- As part of ongoing bookkeeping, we will regularly categorize transactions and reconciles accounts to keep your information accurate and up to date.

- At the end of each month, we will close your books and confirms they’re accurate by preparing a trial balance. We will send you PDF copies of key financial reports, including your income statement and balance sheet.’

- One monthly meeting (max one-hour) to review your financials and discuss other related matters concerning your business.

 Service doesn’t include and will be charged separately for the following services:

- sending invoices;

- bill Payment;

- management of inventory;

- accounts receivable or accounts payable;

- Part-time CFO and/or business advisory services, tax advice;

- facilitating the filing of income or sales tax returns, creating or sending 1099s, or management of payroll.