Bookkeeping Advanced Service

Stay on top of your business finances with our Basic Bookkeeping Package—perfect for small businesses, startups, and entrepreneurs who want organized, accurate books without the hassle.

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What’s Included in Tier 1- Basic:

• Income & Expense Tracking

• Bank & Credit Card Reconciliations

• Monthly Financial Statements

  • Profit & Loss Report

  • Balance Sheet

• Chart of Accounts Set-up or Clean-up

• Email Support (Response withing 48 hours)

• Quarterly Financial Summary Report

 

What’s Included in Tier 2- Professional:

• Accounts payable Management

• Accounts receivable Management & Invoicing Support

• Cash Flow Tracking & Reporting

• Budget Creation & Monitoring

• Monthly Financial Review Meeting

• KPI Performance Reporting

• Sales Tax Tracking & Filing Assistance

 

What’s Included in Tier 3- Advanced:

• Daily/Real-Time Transaction Categorization

• Full Payroll Processing Support

• Vendor Management Coordination

• Financial Forecasting & Projections

• Strategic Tax Planning Support

• CFO Level Reporting Dashboard

• Audit Preparation Assistance

• Custom Financial Performance Reports

• Multi-Entity Bookkeeping (if applicable)

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Key Benefits:

• Accurate, up-to-date financial records for better decision-making

• Improved cash flow management and operational efficiency

• Simplified tax preparation and compliance support

• Insightful reports to track business performance and growth

• Reduced errors and professional handling of financial processes

 

Ideal For:

• Established Businesses

• Multi-Level or Multi-State

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Designed for businesses that need detailed oversight, accurate reporting, and actionable insights. This level goes beyond both previous Tiers to manage your finances efficiently, improve cash flow, and provide the foundation for strategic business decisions on all financial aspects involved with your business.