•Transaction Categorization•Bank & Credit Card Reconciliation•Basic Financial Reporting•And more…
•Everything in The Prologue•Accounts Receivable Management•Accounts Payable Management•Budgeting•Cash Flow Planning•Payroll
Includes everything from The Plot Twist•Quarterly Financial Reviews•Tax Filing Support•Year-End Financial Review•Full-Service Payroll
QBO Setup/Conversion
For businesses transitioning to QuickBooks Online
QBO Training
Training for you or your team on QuickBooks Online
QBO Consulting
Ongoing support for QuickBooks Online users.
Loan & Line of Credit Reconciliation/Management
For businesses with loans or lines of credit.
Fixed Asset Management
For businesses with significant assets to track.
Sales Tax Management
For businesses that need to handle sales tax calculations and reporting.
Basic Tax Prep Support
Gathering and organizing documents for tax filing.