$50K+ /Month Revenue
Categorization of income & expenses
Bank & credit card reconciliations (monthly)
Basic financial statements (P&L, Balance Sheet)
Quarterly check-ins
Monthly financial reviews & recommendations
Accounts receivable/payable tracking
Payroll processing coordination
Sales tax tracking & filing assistance
Budget vs. actual reporting
Weekly transaction updates
Cash flow forecasting
Vendor & customer management
Coordination with CPA/tax preparer
KPI & performance dashboards
Accountant-ready year-end package
Ideal for: businesses that want hands-off bookkeeping with proactive insights.
$50K+ /Month Revenue
Categorization of income & expenses
Bank & credit card reconciliations (monthly)
Basic financial statements (P&L, Balance Sheet)
Quarterly check-ins
Monthly financial reviews & recommendations
Accounts receivable/payable tracking
Payroll processing coordination
Sales tax tracking & filing assistance
Budget vs. actual reporting
Weekly transaction updates
Cash flow forecasting
Vendor & customer management
Coordination with CPA/tax preparer
KPI & performance dashboards
Accountant-ready year-end package
Ideal for: businesses that want hands-off bookkeeping with proactive insights.