
BOOKEEPING
Let us handle the books so you can focus where you need to!

Roots Package
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Services Included:
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Categorizing transactions
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Reconciling checking account monthly
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Standard monthly financial reports (P&L, Balance Sheet, Statement of Cash Flows)

Growth Package
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Services Included:
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Categorizing by class/project
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Reconciling up to 3 accounts monthly
-
Standard monthly financial reports

Flourishing Package
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Services Included:
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Categorizing by class/project
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Unlimited # of monthly account reconciliation
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Standard monthly reports PLUS any additional requested reports
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A/P & A/R management
OTHER SERVICES
Need solutions tailor-made for your business?
No problem!
Services listed below are either add-ons to existing packages or stand-alone. (Specified below)
Budgeting
&
Forecasting
Add-On Service
Get monthly to annual budgets to better measure your business's goals and progress.
Profit
&
Cash Flow Management
Add-On Service
Wondering why you work so hard but have nothing to show for it? We can help! Let us help solve your profit and cash flow struggles!
Bookkeeping Clean Ups
Stand-Alone Service
Feel like your books are too messy to make sense of? No problem! We specialize in book clean ups that will get you organized and back on track!
