We will gather and organize relevant documents for your business, and go over your financial statements. You will have an initial meeting and consultation with our CPA. Once we fully understand your business and accounting needs, we will make recommendations for a package that best suits your business and any additional services you may need. We typically use Quickbooks Online software; however if you do not use Quickbooks, we can work with you either at your place of business or remotely.
What Qualifies as an Account?
An account is any bank, credit card, Paypal, payment clearing, or liability account that contains greater than 30 transactions in a month and requires monthly reconciliation. A transaction is any check, deposit, paycheck, vendor payment, bank transaction, or debit or credit card charge. Any bank or credit card account that has less than 30 transactions in a month is reconciled for free.
Virtual CFO Review
When running a business, sometimes you need more than a bookkeeper or an accountant; you need financial guidance. With your package you get a virtual CFO review. You will have periodic meetings with our CPA to help you spot any issues and come up with strategic solutions. Based on your needs, we will give financial advice and support to help your business grow. Together we can help you create a more effective financial plan.