$10,001 - $50k/Month Revenue
Categorization of income & expenses
Bank & credit card reconciliations (monthly)
Basic financial statements (P&L, Balance Sheet)
Quarterly check-ins
Accountant-ready year-end package
Monthly financial reviews & recommendations
Accounts receivable/payable tracking
Payroll processing coordination
Sales tax tracking & filing assistance
Budget vs. actual reporting
Ideal for: small businesses in growth phase.
$10,001 - $50k/Month Revenue
Categorization of income & expenses
Bank & credit card reconciliations (monthly)
Basic financial statements (P&L, Balance Sheet)
Quarterly check-ins
Accountant-ready year-end package
Monthly financial reviews & recommendations
Accounts receivable/payable tracking
Payroll processing coordination
Sales tax tracking & filing assistance
Budget vs. actual reporting
Ideal for: small businesses in growth phase.