Why might you need assistance with your financial statements?

    • You are applying for a loan
    • Completion of a tax return
    • You do your own bookkeeping and have some questions
    • You have a bookkeeper, but they only do the basics
    • Accounts receivable (A/R) will not tie out to the general ledger
    • Transactions are complicated and you are unsure how to report them
    • Inventory and cost of goods sold are not in sync
    • General ledger adjustments are needed
    • Nothing is reconciled

Basic

STARTING AT$450/qtr

  • Quarterly review of general ledger
  • Clean-up accounts
  • Prepare f/s for tax accountant
  • Quarterly checkup meeting
Ideal for those who need clean-up and adjustments for non-routine transactions.

Enhanced

STARTING AT$650/qtr

  • Basic+
  • Quarterly compilations
  • Accounting procedures documented
  • Monthly checkup web meeting
Ideal for those who need to comply with loan or organization agreements, looking for higher technical guidance and trusted advisory services.

Complete

STARTING AT$850/qtr

  • Business plan
  • Budget set-up and review
  • KPIs
  • Weekly checkup web meeting
Ideal for those looking for trusted advisory services and cash flow management.