All Service Plans will include a FREE consultation appointment.

During the first meeting we will review your needs as a business:

• What are the current issues you face?

• Where would you like to be?

• How might your time be spent more efficiently?

Every business faces unique challenges, and therefore, the services that we may provide vary based on your individual needs

This assessment will help us provide you with the most beneficial service to the level of your current business

All Service Plans are reviewed at a minimum annually

We worry about your books so that you may focus on your business

We will prepare & deliver a proposal of services based on our consultation

We prioritize clear & concise communication to limit workplace disruptions

A basic list of services provided include:

• Transaction Recording

• Receipt Management

• Banking & Credit Card Reconciliation

• End of Month Financial Reports

• Accounts Receivable and Accounts Payable for additional fees

We make sure that you are aware of what is happening with your business through our personalized explanations of your EOM reports