Accounting Essentials

• Ideal for businesses with just a few bank or card accounts and relatively simple financials

• Includes monthly transaction categorization and account reconciliation to keep track of what's going where

Full Service Accounting

• Ideal for businesses with traction and multiple stakeholders to maintain accuracy, accountability, and transparency

• Everything from Accounting Essentials

• Monthly and yearly financial reports and insights

• Invoicing and bill payment (AP&AR)  

• Dedicated CPA to advise on your finances  

• Cash flow monitoring

Custom Packages 

​For businesses that have grown to the point they need custom reporting, up-to-the-minute information, and to start training an internal team. 

Tax

• Quarterly and Annual tax filing

• State and federal jurisdictions

• Issuing 1099's and K1's