1. Services
All Service Bundles Customized - Starting at $125/month
MONTHLY BANK & CREDIT CARD ACCOUNTS
 Keep accounts reconciled,for real-time reporting
 Code Expenses & Incomes
 Record Payable
 Write Checks
 Prepare MonthlyFinancial Reports and review with Client
LIABILITIES & ASSETS ACCOUNTS
 Invoice clients; one-time or subscriptionbilling
 Record & Monitor Recurring
 Insure A/R & A/R are Current
 Keep backup documentation (print or digital)organized
ONE-TIME TASKS
 Set-up accounts as needed,e.g. new loans, revenue streams, integrations
 Conversion to a new accounting service, e.g. Quickbooks to Xero
 Set-up a New Company, from any start date
 Clean- or Catch-up existing company
SAMPLE ADDITIONAL OPTIONS
 Sales and CAT taxes and Quarterly PayrollTax Filing
 Full-service Payrollor 3rd Party PayrollProcessing
 Benefits Administration
 Benchmarking &Forecasting
 eCommerce Platforms & Payment GatewayMaintenance
 Tracking byVendor, Client, Property, Tenant, etc.
 Ongoing Training and education, both technical&financial
 Unlimited Telephoneand EmailSupport