Empowering Business Owners To Navigate Challenges And Achieve Their Goals

 Categorization of business income and expenses. Reconciliation of Bank and/or Credit Card account(s). Preparation and review of Management Financial Statements. Email Check-ins and Reminders to discuss process development, goal setting and accountability check-ins. 

 Client will manage all categorization of transactions, reconciliations and compliance filings. We provide Basic Preparation and Review of General Management Reports, Monthly Email Check-in to discuss process development, goal setting and accountability check-ins.. 

 Need help cleaning up your accounting records?

Behind on filing state, local or payroll taxes? 

We can help!

Summarized or Full Detail categorization of business income and expenses and reconciliation of Bank and/or Credit Card account(s) to get you caught up to date. 

Review of settings and setup, Chart of Accounts basic setup, instruction on syncing bank and credit card accounts, and setup and review of basic management reports to date. 

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