We offer cash-basis accounting (just recording deposits, ACHs, transfers, and checks) for those with one bank or credit card account and 150 transactions or fewer per month on an annualized basis. We offer:

An online file management system

Reviewing your documents and recording transactions based on them.

Contacting you regarding any unclear transactions or missing information.

Reconciling your bank and credit card accounts.

Preparing your monthly sales tax returns.

Producing monthly financial statements for your review.

Working with your tax preparer to verify your tax returns are accurate.