Our Services

 

Categorize

All income & expense transactions will be categorized on a monthly basis. This ensures everything is in the right spot.

 

Summary

Along with your profit & loss report, you will receive a monthly financial summary. This will be simple, easy-to-read highlight of the month with insights into where you’re making and spending the most.

Reconcile

All business accounts will be reconciled to bank statements. This is important because it ensures there are no missing or duplicate transactions.

 

Support

While all of these services will happen automatically each month, you can always email with any questions or concerns that come up.

Reporting

Each month you will receive an up-to-date profit & loss report so you always know where you stand. You can also make adjustments in real time with current information.

 

Insight

I want to partner with you to help you make a profit and grow your business. I will always be here to provide financial insights so you and your business thrive.

 

Ready to find out more? Schedule a no pressure, free introduction call to see if we might be a good fit!