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