You aren't looking for regular, periodic reporting. You just want to make sure that your external accountant has everything they need for a smooth and easy year-end tax filing, on time and with no surprises. We will draft an annual Balance Sheet, Profit and Loss and Aged Receivable and Payables listing to review with you at year-end before the year-end package is finalized and sent off to your accountant.

You are looking for the basics that you haven’t had up to this point. Profit and Loss, Balance Sheet, Aged Accounts Receivable and Payable listings and Account Reconciliations. We will send you the critical reports necessary to monitor your business’ health on a quarterly basis so that you aren’t waiting until year-end to know how your business is doing. This package also includes basic tax and advisory services. Starting at $250 per month

You are looking for more than just the basics. Advanced Profit and Loss statements with budget and/or prior period comparatives, Balance Sheet, Aged Accounts Receivable and Payable listings and Account Reconciliations. We will send you the critical reports necessary to monitor your business’ health on a monthly basis and walk through them with you in-person or over the phone. This package also includes basic and intermediate tax and advisory services. Starting at $350 per month

You are looking for high level reporting beyond what a regular accounting system or bookkeeper can generate. Advanced Profit and Loss statements with budget and/or prior period comparatives, Cash Flow Forecasts and Projections, Balance Sheet, Aged Accounts Receivable and Payable listings, Account Reconciliations, Custom Charts and Graphs for specific metrics, Key Performance Indicator (KPI) analysis and monitoring of debt covenants/ratios. We will provide you with advanced level reporting necessary to help you plan your business’ growth and success as well as provide you with the explanations and commentary necessary to help you understand it all. This package also includes basic, intermediate…