Bronze- Starter Plan

Basic Bookkeeping & Reconciliations

  •  Monthly after-the-fact write up of transactions. Reconciliation of bank and credit card accounts. 

  •  Monthly preparation of income statement and balance sheet.

  • Trust account reconciliation



Growing Firm- Silver

Real Time Data

  • Weekly bookkeeping with basic financial reporting

  • Monthly reconciliation of all bank, loan, and credit card accounts

  • Monthly financial statement preparation

  • Year end journal entries

  • Year end CPA compiled financial statements

  • Unlimited support

  • Federal and State Business Income Tax Returns




Your Outsourced CFO

  • All services from the Silver Plan with added accounts payable, accounts receivable, and payroll services

  • Quarterly management meeting

  • Monthly preparation of CPA compiled financial statements

  • Monthly cash flow analysis

  • Annual Budget preparation

  • Federal and state business tax returns

  • Unlimited support




Phone: 216-250-7767

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