Ways We can Help
Bookkeeping Services
Financial Statements
Business Consulting Services
Fractional CFO Services
Clean-up Services
Level 1
Begin here and start to learn how to navigate with Level 1 Bookkeeping Support. It is our first step and most popular way to start helping right now.
Expectations:
Categorizing Transactions
Bank Account Reconciliation
Monthly Close
Monthly Financial Reports
Annual Tax Package for the tax Accountant
Level 2
Level up! Here we start learning where the company has been and where we want to go and how to get there.
Expectations:
Level 1 services
Business Consulting
Financial Statement Interpretations
Financial Statement Education
Best Practice Direction
Policies & Procedures Direction (Remodel Industry Only)
Level 3
Expectations:
Level 2 Services
Fractional CFO Services
Business Development
Advanced Financial Analysis Services
Captain of the ship! Here we dive into direction of the company, look for trends and discuss future plans and how to complete them.
