SERVICES
Essential Services
- Initial accounting set-up and implementation
- Monthly reconciliations of bank accounts, credit card, and other related accounts
- Monthly categorization and classification of expenses and revenue
- Monthly financial reports
- Fixed asset management
- Monthly virtual financial meeting via zoom
Essential-Plus Services
- Monthly reconciliations of bank, credit card, and other related accounts
- Monthly categorization and classification of expenses and revenue
- Monthly financial reports
- Fixed asset management
- Cash Flow forecasting and budgeting
- Monthly budget to actual analysis
- Monthly financial meeting via zoom
Premier Services (Fractional CFO)
- Monthly reconciliations of bank, credit card, and other related accounts
- Monthly categorization and classification of expenses and revenue
- Monthly financial reports
- Fixed asset management
- Cash Flow forecasting and budgeting
- Monthly budgets -to actual analysis
- Financial reporting by line of business, division or location
- Bill pay services
- Invoicing your customers
- Bi-weekly financial meeting via zoom