$550 per month (Discounted if billed annually)
Perfect for businesses needing ongoing, done-for-you financial management and strategy.
1. Bookkeeping Services (Monique):
Quarterly financial assessments and reconciliations of all accounts (e.g., bank, credit cards, A/R).
2. Advisory Services (JoAnne):
(3) 1-hour financial strategy sessions (held monthly) to align operations with long-term goals.
Recommendations for optimizing cash flow, operational efficiencies, and growth opportunities.
3. Tax Services (Clarice):
Comprehensive quarterly tax strategy planning and preparation support for estimated payments.
Ongoing support for tax inquiries via email and text (response within 24 hours).
$550 per month (Discounted if billed annually)
Perfect for businesses needing ongoing, done-for-you financial management and strategy.
1. Bookkeeping Services (Monique):
Quarterly financial assessments and reconciliations of all accounts (e.g., bank, credit cards, A/R).
2. Advisory Services (JoAnne):
(3) 1-hour financial strategy sessions (held monthly) to align operations with long-term goals.
Recommendations for optimizing cash flow, operational efficiencies, and growth opportunities.
3. Tax Services (Clarice):
Comprehensive quarterly tax strategy planning and preparation support for estimated payments.
Ongoing support for tax inquiries via email and text (response within 24 hours).