$350 per month (Discounted if billed annually)
Ideal for businesses looking for guidance, education, and periodic financial check-ins to stay on track.
1. Bookkeeping Services (Monique):
Quarterly reviews of client-prepared financials (no ongoing bookkeeping).
Guidance on cleaning up records and preparing for reconciliations.
2. Advisory Services (JoAnne):
(1) 1-hour quarterly financial strategy session to evaluate business performance and set goals.
General recommendations for improving processes and building financial clarity.
3. Tax Services (Clarice):
Quarterly tax compliance reviews and consultation on self-prepared filings.
Answers to basic tax-related questions via email or text (within 48 hours).
$350 per month (Discounted if billed annually)
Ideal for businesses looking for guidance, education, and periodic financial check-ins to stay on track.
1. Bookkeeping Services (Monique):
Quarterly reviews of client-prepared financials (no ongoing bookkeeping).
Guidance on cleaning up records and preparing for reconciliations.
2. Advisory Services (JoAnne):
(1) 1-hour quarterly financial strategy session to evaluate business performance and set goals.
General recommendations for improving processes and building financial clarity.
3. Tax Services (Clarice):
Quarterly tax compliance reviews and consultation on self-prepared filings.
Answers to basic tax-related questions via email or text (within 48 hours).