
Available Services

Basics Package
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Monthly Bookkeeping Plans
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Setup Chart of Accounts, Software & Training
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Startup Financial Setups
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Industry Specific Bookkeeping Packages

Essential Package
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Catch-up bookkeeping transactions
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Monthly Transaction Entry, Reconciliations and Reports
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Review & Analysis of General Ledger Transactions
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Prepare Financial Statements

Growth Plan
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Essentials Plan
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Quarterly Financial Review
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Payroll Services

CFO Lite
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Growth Plan
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Full Bookkeeping
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Monthly Strategy Call
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Cashflow Forecasting

Ad-Hoc Services
(not inclusive of all services)
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Catch -Up & Clean-Up Bookkeeping
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One-Time Financial Review
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Year-End Closing
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Payroll Setup
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Audit Preparation
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Custom Financial Reports
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Budget Creation
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Expense Categorization Overhaul

Digital Products
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Accounting Software
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Third-Party apps
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E-commerce
