Monthly Bookkeeping & CFO Advisory

Clean, accurate books every month, plus a clear picture of where your business stands, from an accountant with 17 years of Fortune 500 experience. Included each month: Categorizing transactions in QuickBooks Online Reconciling bank and credit card accounts Monthly Profit & Loss and Balance Sheet A financial review summary covering trends, variances and items that need your attention Cash flow and budget check-in Email support for bookkeeping questions