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Perfect for: Growing businesses that need reliable books and want to focus on the field, not the finances.
What's Included:
Your business deserves clean, accurate books without the headache. With our Foundation Package, you'll get peace of mind knowing your financial house is in order every single month.
Monthly bank and credit card reconciliation – We ensure every dollar is accounted for and nothing slips through the cracks
Accounts payable and receivable management – We track who owes you and who you need to pay, so you never miss a payment or lose track of outstanding invoices
Professional financial statements delivered monthly – Clear profit & loss statements and balance sheets that show exactly where your business stands
Payroll support and integration – We work seamlessly with your payroll provider to keep everything connected and compliant
QuickBooks Online setup and maintenance – Your books will be organized, categorized correctly, and ready whenever you need them
Email support – Get answers to your questions within one business day
You'll Know: Whether you made money last month, what you owe, what you're owed, and that your books are ready for tax time.
Perfect for: Growing businesses that need reliable books and want to focus on the field, not the finances.
What's Included:
Your business deserves clean, accurate books without the headache. With our Foundation Package, you'll get peace of mind knowing your financial house is in order every single month.
Monthly bank and credit card reconciliation – We ensure every dollar is accounted for and nothing slips through the cracks
Accounts payable and receivable management – We track who owes you and who you need to pay, so you never miss a payment or lose track of outstanding invoices
Professional financial statements delivered monthly – Clear profit & loss statements and balance sheets that show exactly where your business stands
Payroll support and integration – We work seamlessly with your payroll provider to keep everything connected and compliant
QuickBooks Online setup and maintenance – Your books will be organized, categorized correctly, and ready whenever you need them
Email support – Get answers to your questions within one business day
You'll Know: Whether you made money last month, what you owe, what you're owed, and that your books are ready for tax time.