Initial Set Up/Onboarding

• Customized Account Settings
• Create Custom Chart of Accounts
• Accounting Software Configuration



Monthly or Quarterly Services

• Classification of all transactions for bank statements
• Bank Reconciliations
• Deliver Financial Statements
  

Catch up or Clean Up Services

• Opening Balances
    for all Bank accounts, Credit Card accounts, Lines of Credit
  and Loans
• Fixed Assets
  
• Classification of all transactions for bank statements
• Bank Reconciliations
• Deliver Financial Statements