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

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An email will be sent to the owner