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Best for solo professionals and small businesses that need consistent help keeping their financial records organized and current.
QuickBooks Support
Reconciliation of up to 2 bank or credit card accounts in QuickBooks Online.
Monthly Financial Reports
Profit & Loss and Balance Sheet reports provided by the 10th of the following month.
Accounts Receivable Support
Basic invoice tracking and organization of outstanding receivables.
Accounts Payable Support
Organization and recording of vendor invoices and payments.
Vendor Documentation
Organization and tracking of W-9s, COIs, and other routine vendor documentation.
Monthly Records Organization
Keeping financial statements and related documentation organized in a secure digital folder.
Best for solo professionals and small businesses that need consistent help keeping their financial records organized and current.
QuickBooks Support
Reconciliation of up to 2 bank or credit card accounts in QuickBooks Online.
Monthly Financial Reports
Profit & Loss and Balance Sheet reports provided by the 10th of the following month.
Accounts Receivable Support
Basic invoice tracking and organization of outstanding receivables.
Accounts Payable Support
Organization and recording of vendor invoices and payments.
Vendor Documentation
Organization and tracking of W-9s, COIs, and other routine vendor documentation.
Monthly Records Organization
Keeping financial statements and related documentation organized in a secure digital folder.