What's included

• Accurate Financial Statements

  Receive monthly or quarterly Profit & Loss, Balance Sheet, and Cash Flow statements reflecting true business performance.

• Reconciled Bank & Credit Card Accounts

  All transactions matched and verified, ensuring your books align with actual bank activity and no entries are missed or duplicated.

• Organized Bookkeeping Records

  Clean, categorized, and audit-ready records maintained in your preferred accounting software for full financial clarity.

• Payroll Reports (if applicable)

  Timely and compliant payroll processing with detailed wage, tax, and benefits reports ready for internal or external review.

• Tax-Ready Financials

  Complete and accurate financial data prepared for smooth tax filing—minimizing risks and maximizing savings.

• Custom Financial Reports

  Tailored reports like department-level P&L, cash flow forecasts, or budget-to-actuals to support strategic decision-making.

• Structured Chart of Accounts

  A well-organized chart tailored to your business model for more meaningful and accurate financial tracking.

• Clear Invoicing & A/R Tracking

  Professional invoices created and sent with consistent follow-ups and aging reports to manage cash flow.

• Clear Invoicing & A/R Tracking

  Professional invoices created and sent with consistent follow-ups and aging reports to manage cash flow.

• Compliance-Ready Financials

  Books prepared in accordance with U.S. GAAP standards and ready for audit, funding, or investor review if needed.