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SERVICES
CATCH-UP/CLEAN-UP
Accurately categorize and reconcile all financial transactions from previous periods
MONTHLY BOOKKEEPING
Data Entry and Monthly Bank Reconciliations
BANK LENDER PACKAGE
Organize All Financial and Business Documents Required by a Lender to Evaluate a Loan Application.
FINANCIAL STATEMENT PREPARATION
Track and Review all Assets, Liabilities, Equity, Revenue & Expenses
TAXES & PAYROLL
Access to a network of Tax and Payroll Professionals
ACCOUNTS RECEIVABLE &
ACCOUNTS PAYABLE
Assist with Customer Invoices & Vendor Bills
BUDGETING & FINANCIAL PROJECTIONS
Create Monthly or Annual Budgets,
Calculate Revenue Projections
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