Level 1
Monthly Accounting
- Bank and credit card reconciliation
- Categorization and cleanup
- Monthly financial statements
- QuickBooks maintenance
Level 2
Financial Oversight
- Includes Level 1
- Monthly financial review
- Cash flow monitoring
- Quarterly tax planning coordination
Level 3
Advisory
- Includes Levels 1 & 2
- Financial analysis
- Profitability planning
- Tax strategy coordination
Schedule a Free 15-Minute Phone Consultation
or call or text us at (860) 718-1939 or (203) 829-2773
We will respond within 24 hours