Based on our discovery call, we focus on your pain points and offer customized solutions.
We offer you 3 levels of service-you decide which plan to start and then upgrade & downgrade as needed.
Back Office Support
Monthly Bookkeeping
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.
Review profit & loss with a focus on profitability.
Financial reports for tax preparation.
Guided Support
Bookkeeping + DYI Projections
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 or monthly review
Review profit & loss with a focus on profitability
Financial reports for tax preparation
Project cashflow monthly/quarterly/ annually
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
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 or 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