Monthly bookkeeping and bank reconciliations
90 min Quarterly Review + Report
Unlimited Voxer + Email Support
Management reports: Profit & Loss Statement + Balance Sheet
$250 Credit towards tax preparation
Monthly bookkeeping and bank reconciliation
30 Minute Monthly Money Calls
Financial Dashboard
Integrated Tax Strategy
Contractor Management (1099 Filings up to 3) $25 for additional forms
3-month operational budget (new each quarter)
6 week cash flow forecast