Bookkeeping

  • Basic Bookkeeping

    Monthly Categorization

    Monthly Reconciliation

    Monthly Financial Report package

    Monthly Financial Recap Email

    Loan reconciliations

    Check & Deposit Image matching

    Monthly expense inconsistency review

    App Integration Set Up & Support

    Payroll Provider Integration Setup & Support

    Access to client portal & mobile app for secure communication

    Unlimited Email & Video Message Support

    Year End Reports & Tax Package

  • Full Service Bookkeeping

    Monthly Categorization

    Monthly Reconciliation

    Monthly Financial Report package

    Monthly Financial Recap Email

    Loan reconciliations

    Check & Deposit Image matching

    Monthly expense inconsistency review

    App Integration Set Up & Support

    Payroll Provider Integration Setup & Support

    Access to client portal & mobile app for secure communication

    Unlimited Email & Video Message Support

    Year End Reports & Tax Package

    Receipt Management

    Invoice payment matching