Corporate Plan

Perfect for growing businesses with up to 300 transactions monthly, 1-8 financial accounts, and full-accrual accounting

• Account Reconciliations
• Bank accounts, credit card accounts, loan accounts
• Entry and categorization of expenses and income into accounting software
• Monthly Financial Statements
• Balance Sheet
• Income Statement
• General Ledger
• Statement of Cash Flow
• General business advice and consulting
• Tax Time Liaison with your CPA (if needed)
• Cloud-Based accounting software subscription (Quickbooks Online-Essentials or lower plan)
• Monthly accrual expense calculations and journal entries (if needed)
• Revenue Recognition for accrual-based accounting