Business Plan

Strategic Support

Bookkeeping + Advisory

  • Review/classify and reconcile bank transactions

  • Run bi-monthly payroll and post journal into quickbooks

  • Accounts receivables- invoicing

  • Post sales/payments

  • Paperless Billpay

  • Collect forms 1099's from contractors

  • Prepare and submit year end 1099 report

  • Unlimited email support

  • 1 hour monthly review

  • Budgets & projection tracking vs actual

  • Job costing analysis - improve profitability by revenue stream 

  • Review and reconcile balance sheet balances

  • Year-round advising and planning

  • Review profit & loss with a focus on profitability

  • Financial reports for tax preparation

  • Project cashflow monthly/quarterly/ annually

  • Cashflow analysis- looking for patterns and ways to improve them 

  • Creating and testing out "what if scenarios"

  • Custom reports per business