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Take the guesswork out of your monthly performance. With monthly after-the-fact recording, account reconciliations, and structured quarterly reviews, you’ll always know where your cash is going and have the insights needed to make informed business decisions.
What’s Included:
Monthly Financial Close: Timely recording, categorization, and monthly bank & credit card reconciliations.
Monthly Reporting Packet: Comprehensive P&L, Balance Sheet, and variance summaries delivered each month.
Quarterly Strategic Meetings: Dedicated sessions to review trends, discuss tax planning, and adjust goals.
Business Tax Return: Complete annual business tax return and year-end filing included.
Available Add-Ons:
Full-Service Payroll Processing & Compliance
Individual Owner Tax Return (Form 1040)
Job Costing & Class / Department Tracking
Take the guesswork out of your monthly performance. With monthly after-the-fact recording, account reconciliations, and structured quarterly reviews, you’ll always know where your cash is going and have the insights needed to make informed business decisions.
What’s Included:
Monthly Financial Close: Timely recording, categorization, and monthly bank & credit card reconciliations.
Monthly Reporting Packet: Comprehensive P&L, Balance Sheet, and variance summaries delivered each month.
Quarterly Strategic Meetings: Dedicated sessions to review trends, discuss tax planning, and adjust goals.
Business Tax Return: Complete annual business tax return and year-end filing included.
Available Add-Ons:
Full-Service Payroll Processing & Compliance
Individual Owner Tax Return (Form 1040)
Job Costing & Class / Department Tracking