Available Plans
DIY - Monthly Checkup
Perfect for the DIY business owner who needs a little help along the way. (NOTE: all transactions are recorded by client)
- Monthly or quarterly review of transactions and journal entries
- Suggestions on re-classifications or adjusting journal entries.
- Review of bank, loan and CC reconciliations
- Review of balance sheet and income statement
- 30 minute Financial Review call each month
Contact Us
Send a Message
An email will be sent to the owner