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Who it's for: High-earning entrepreneurs who need oversight, reporting, and strategy — not just bookkeeping.
SERVICES:
🔸 Tracking for 3 banking or credit card accounts (151–300 transactions)
🔸 Monthly transaction categorization
🔸 Bank and credit card reconciliations
🔸 Monthly Profit & Loss statement
🔸 Monthly Balance Sheet
🔸 Expense and income accuracy review
🔸 Monthly cash flow summary
🔸 Monthly Bookkeeping Meetings
🔸 Year-end ready books for tax preparation
🔸 Bookkeeping adjustments and accuracy corrections
Perfect for: Businesses generating $15k–$20k monthly ready to move from DIY to strategic financial oversight — starting at $1,200/month
➕ Additional accounts available at $50/month each
➕ Payroll available at additional cost
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