Guided Support
Bookkeeping & Do your Own Modeling
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  • Review/classify and reconcile bank transactions

  • Run bi-monthly payroll and post journal into quickbooks

  • Accounts receivables- invoicing

  • Post sales/payments

  • Bill payments/digital payments if applicable

  • Collect forms 1099's from contractors

  • Prepare and submit year end 1099 report

  • Unlimited email support

  • 1 hour quarterly  review

  • Budgets  tracking vs actual

  • Monthly Projection tracking

  • Review and reconcile balance sheet balances

  • Review profit & loss with a focus on profitability

  • Financial reports for tax preparation