At the end of each month, we get your books in order and ready for reporting and analysis. At year-end, we also get you ready for your or your CPA to complete and file your taxes.
  • Ongoing income, expense, asset, and liability transaction entries, class tracking
  • Monthly account reconciliation
  • Ongoing chart of accounts organization & maintenance
  • Income & expense categorization clean-up
  • Basic monthly, quarterly and annually financial reports