Basic Monthly Package

  • Bookkeeping Software Subscription

  • Reconciliation of 3 accounts (1 checking, 1 savings, 1 credit card)

  • Monthly Financial Statements & review of Balance Sheet, Profit & Loss (also called Income Statement) & Statement of Cash Flows

  • Annual Reports sent to CPA/Accountant

  • Unlimited email access (during regular business hours, excluding holidays)

  • Monthly Live Meeting (chat live through web-based meeting) or in person

PRICES DISCUSSED IN CONSULTATION AND ALL SERVICES ARE TAX-DEDUCTIBLE.