Bookkeeping — Financial Oversight (Tier 2)
About This Service
<p>Accurate books, reliable reporting, and a clear financial picture every month.</p><p><br></p><p>Designed for growing businesses that need more than a basic P&L — this tier adds Balance Sheet reporting, cash flow summaries, A/P and A/R coordination, monthly close execution, and direct coordination with your CPA or tax preparer. Includes limited historical cleanup (up to 3 months) and reconciliation across up to 5 accounts.</p><p><br></p><p>Note: This service provides bookkeeping and financial records support only. Tax preparation, audits, financial advice, and accounting opinions are outside scope.</p>
Deliverables
- Everything in Financial Foundation, plus: - Multiple account reconciliation (up to 5 accounts) - Limited historical cleanup (up to 3 months) - Monthly Balance Sheet - Cash flow summary - A/P and A/R coordination - Monthly close process execution - Categorization consistency checks - Coordination with CPA or tax preparer
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