Compliance Service: Quarterly Plan

Transaction Categorization: Categorize each transaction to provide you with clear insights into your financial activity.

Account Reconciliation: Reconcile your accounts regularly to ensure that your records align with your bank statements.

Financial Reporting: Generate detailed financial reports, including income statements, balance sheets, and cash flow statements, giving you an overview of your business's P&L.

Compliance Service: Monthly Plan

Financial Reporting: Generate detailed financial reports, including income statements, balance sheets, and cash flow statements, giving you an overview of your business's P&L.

Transaction Categorization: Categorize each transaction to provide you with clear insights into your financial activity.

Advisory Services:

Account Reconciliation: Reconcile your accounts regularly to ensure that your records align with your bank statements.

Accounts Payable and Receivables Management: Manage accounts payable and receivables to optimize cash flow.

Account Management: Manage your business and credit card accounts, ensuring accuracy and efficiency in every transaction.

Weekly Plan

Transaction Categorization: Categorize each transaction to provide you with clear insights into your financial activity.

Accounts Payable and Receivables Management: Manage accounts payable and receivables to optimize cash flow.

Account Reconciliation: Reconcile your accounts regularly to ensure that your records align with your bank statements.

Financial Reporting: Generate detailed financial reports, including income statements, balance sheets, and cash flow statements, giving you an overview of your business's P&L.

Job Costing is an accounting method used by businesses to track and allocate costs associated with a specific job, project, or order. This method is especially useful for companies that provide customized products or services where costs can vary significantly from one job to another, such as in construction, consulting, or manufacturing.

Basic Cash Flow Forecasting is a financial tool used to predict a business's cash inflows and outflows over a specific period. It helps businesses plan and manage their finances, ensuring they have enough cash on hand to cover expenses and avoid potential liquidity issues.