• Up to 3 bank/credit accounts • Monthly financial statements (P&L, Balance Sheet) • Monthly financial review • Payroll for up to 5 W-2 employees • Quarterly estimated tax support • Email + phone
Professional Services
•Richmond, TX
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• Everything from Platinum package • Cash flow forecasting • Budget creation & monitoring • KPI & profit analysis • Strategies • Quarterly planning sessions • Liaison support with tax preparer or CPA
From
$1,800
• Monthly bookkeeping (up to 50 transactions) • 1 bank account & 1 credit card • Categorization & reconciliation Monthly Profit & Loss statement • Balance Sheet (monthly or quarterly) • Email support
From
$350
• Monthly bookkeeping • Unlimited bank & credit card accounts • Monthly financial statements + analysis • Adjusting journal entries & accruals • Payroll for up to 10 W-2 employees • Sales tax filings
From
$1,100