Ideal for businesses seeking robust support, this package delivers essential bookkeeping services focused on accuracy, compliance, and streamlined processes to ensure your operations run seamlessly.
bookkeeping essentials
Elevate your financial management with our comprehensive, controller-level service. This package offers strategic oversight, advanced reporting, and proactive planning to enhance your business's financial health.
strategic controllership
Monthly income and expense categorization
Monthly bank and credit card reconciliations
Profit & loss statement delivered by the 20th of each month
Unlimited email support for day-to-day questions
Collaboration with your CPA to ensure a seamless year-end
bookkeeping essentials
Here’s What's Included
Introducing our Strategic Controllership Package—your all-access pass to top-tier financial finesse. In addition to all of the service offerings under Bookkeeping Essentials, here's the VIP treatment you'll receive:
Monthly financial review calls
Balance sheet and income statement review with actionable insights
Variance (flux) analysis to track shifts in revenue and expenses
Customized cash flow reporting and projections
Budget-to-actual tracking
High-level KPI monitoring
Internal controls recommendations
Clean-up and ongoing oversight of your general ledger
Year-end coordination with your CPA
Support with financial operations and team process alignment
strategic controllership
note: for sole props/llcs with under 50 monthly transactions and three bank accounts
Ready to wrap up those books and celebrate? Let's get it done!