- Transaction review and categorization
- Bank and credit-card reconciliations
- Monthly financial statements
- General-ledger review
- Coordination of bookkeeping questions
- Year-end readiness for tax preparation
- Cleanup or catch-up work when separately scoped
Essential
Reliable monthly bookkeeping and financial reporting to keep your records organized, current, and ready for tax season.
- Monthly bookkeeping
- Monthly financial statements
- Year-end tax preparation, when included in your service agreement
