money coaching

 

analyze income, expenses & debts

create a budget & debt payoff plan

support and accountability

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check-up/Catch-up bookkeeping

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expense and income categorization

tips and training

overdue bookkeeping cleanup

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Partial-service bookkeeping

 

analyze chart of accounts

reconcile bank and credit card accounts

monthly financial reporting

tax time readiness

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full-service bookkeeping

 

track sales from pos/ecommerce

pay bills - accounts payable

invoice customers - accounts receivable

track bank deposits/transfers

categorize income & expenses

reconcile bank & credit card accounts

vendor relations

inventory management

sales tax returns

monthly financial reports

tax time readiness

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