• Services Included:
o Daily bookkeeping & transaction management
o Bank & credit card reconciliation
o Accounts payable & receivable management
o Monthly & quarterly financial reporting (P&L, balance sheet, cash flow, KPI dashboard)
o Tax prep support (work directly with your CPA)
o Ongoing financial strategy consultation & advice
o Unlimited email support + 2 hours of phone support per month
o Year-End Financial Prep Meeting
• Services Included:
o Daily bookkeeping & transaction management
o Bank & credit card reconciliation
o Accounts payable & receivable management
o Monthly & quarterly financial reporting (P&L, balance sheet, cash flow, KPI dashboard)
o Tax prep support (work directly with your CPA)
o Ongoing financial strategy consultation & advice
o Unlimited email support + 2 hours of phone support per month
o Year-End Financial Prep Meeting
