Perfect for Small Businesses with up to 100 transactions monthly and 1-5 financial accounts (bank, credit card, loans), and needs cash or modified-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
- Cloud-Based accounting software subscription (Quickbooks Online- Essentials or lower plan)
- Monthly accrual expense calculations and journal entries (if needed)