What's included

• 🔹 Ongoing Account Reconciliation & Categorization

  We reconcile your bank and credit card accounts each month and accurately categorize every transaction, ensuring your books stay up-to-date and audit-ready.

• 🔹 Customized Chart of Accounts

  Your chart of accounts will be structured to fit your business model, making it easier to track income, expenses, and profitability with clarity.

• 🔹 Accurate Starting Balances

  We begin with precise balances, simplifying reconciliations and creating a clean foundation for financial tracking moving forward.

• 🔹 Detailed Monthly Financial Reports

  Receive timely reports such as Profit & Loss, Balance Sheet, and Cash Flow so you always know where your business stands.

• 🔹 Comprehensive Follow-Up Support

  Each month includes a follow-up review to walk through your financials, answer questions, and provide expert insight to help you stay organized and informed.